Oak Wealth Advisors LLC reported 69 holdings worth US$208M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Oak Wealth Advisors LLC reported 69 holdings worth US$208M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$208M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,431 | US$2.15M | 1.0% |
| Microsoft Corp. | 2,156 | US$804K | 0.39% |
| Nvidia Corporation | 4,005 | US$801K | 0.38% |
| Mcdonald's Corporation | 2,923 | US$790K | 0.38% |
| Astera Labs, Inc. | 1,364 | US$659K | 0.32% |
| Eli Lilly And Company | 504 | US$605K | 0.29% |
| Alphabet Inc (google) Class C | 1,496 | US$535K | 0.26% |
| Micron Technology, Inc. | 433 | US$500K | 0.24% |
| Amazon.com, Inc. | 2,029 | US$484K | 0.23% |
| Berkshire Hathaway Inc. | 952 | US$476K | 0.23% |
| Corning Incorporated | 900 | US$230K | 0.11% |
| Intel Corporation | 1,643 | US$229K | 0.11% |
| Jp Morgan Chase & Co. | 651 | US$213K | 0.10% |