Holdings
Oak Barrel Wealth Advisory LLC
As of Jun 30, 2026, Oak Barrel Wealth Advisory LLC reported 33 positions worth US$33.3M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,971 | US$4.91M | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 10,574 | US$3.78M | first report | Jun 30, 2026 |
| Microsoft Corp. | 7,786 | US$2.9M | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 10,816 | US$2.58M | first report | Jun 30, 2026 |
| Nvidia Corporation | 12,252 | US$2.45M | first report | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 5,865 | US$1.92M | first report | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,458 | US$1.73M | first report | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,868 | US$1.35M | first report | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,886 | US$1.06M | first report | Jun 30, 2026 |
| Johnson & Johnson | 3,933 | US$999K | first report | Jun 30, 2026 |