OakTrust Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
68
109,846
SPTS, JPLD, NEAR, SPY
13F-HR
4/23/2026
000195175726000717
Q4 2025
68
108,371
SPTS, NEAR, JPLD, SPY
13F-HR
2/27/2026
000195175726000489