Holdings
Oak Wealth Advisors LLC
As of Jun 30, 2026, Oak Wealth Advisors LLC reported 13 positions worth US$8.48M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,431 | US$2.15M | +2,015 | Jun 30, 2026 |
| Microsoft Corp. | 2,156 | US$804K | +94 | Jun 30, 2026 |
| Nvidia Corporation | 4,005 | US$801K | +274 | Jun 30, 2026 |
| Mcdonald's Corporation | 2,923 | US$790K | no change | Jun 30, 2026 |
| Astera Labs, Inc. | 1,364 | US$659K | new | Jun 30, 2026 |
| Eli Lilly And Company | 504 | US$605K | +59 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,496 | US$535K | +550 | Jun 30, 2026 |
| Micron Technology, Inc. | 433 | US$500K | new | Jun 30, 2026 |
| Amazon.com, Inc. | 2,029 | US$484K | +761 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 952 | US$476K | +258 | Jun 30, 2026 |