Oak Barrel Wealth Advisory LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Reston, VA
CIK
0002116315
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
86
226,452
PVAL, IVV, JTEK, BAI
13F-HR
8/7/2026
000195175726001187
Q4 2025
79
167,302
PVAL, IVV, JTEK, IXN
13F-HR
5/7/2026
000195175726000799