StockDriftsStockDriftsTop 50 Oak Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 13.83% | 225.1K | $28.8M | +0.75%(+1.67K) | $97.01(+35.53%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 12.78% | 298.6K | $26.6M | +0.92%(+2.73K) | $65.17(+44.13%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.4% | 29.0K | $21.7M | -1.40%(-411) | $585.87(+32.68%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.13% | 411.1K | $17.0M | -0.47%(-1.93K) | $30.80(+40.65%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.87% | 126.8K | $12.2M | +0.55%(+697) | $62.69(+47.57%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.53% | 223.1K | $11.5M | -0.88%(-1.97K) | $40.29(+32.96%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.72% | 78.9K | $9.8M | +1.55%(+1.21K) | $96.40(+32.23%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.67% | 113.3K | $7.7M | -0.03%(-29) | $62.04(+12.55%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.19% | 90.6K | $6.7M | +5.18%(+4.46K) | $73.64(-1.84%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.19% | 64.5K | $6.6M | +1.62%(+1.03K) | $69.51(+57.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.62% |
Oak Wealth Advisors LLC reports $208.49M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (13.8%), AVDE (12.8%) and IVV (10.4%). The top 20 holdings account for 85.05% of reported assets. Its disclosed equity book has returned +31.94% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oak Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056728). View Oak Wealth Advisors LLC’s 13F filings on SEC