Oak Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Northbrook, IL
CIK: 0002056728
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	59	129,998	AVUS, IVV, AVDE, DFAI	13F-HR	2/14/2025	000205672825000009