OakTrust Wealth Advisors, LLC reported 68 holdings worth US$110M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 23, 2026
OakTrust Wealth Advisors, LLC reported 68 holdings worth US$110M as of Mar 31, 2026. Filed Apr 23, 2026 (Form 13F).
- Holdings
- 68
- Value as reported
- US$110M