OakTrust Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Wilton, CT
CIK: 0002113908
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	68	108,371	SPTS, NEAR, JPLD, SPY	13F-HR	2/27/2026	000195175726000489