Oak Wealth Advisors LLCETFConcentrated long-term

CIK: 0002056728 | NORTHBROOK, IL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	69	$208.5M	2026-07-22	SEC ↗
Q1 2026	13F-HR	58	$182.0M	2026-04-22	SEC ↗
Q4 2025	13F-HR	60	$174.2M	2026-02-11	SEC ↗
Q3 2025	13F-HR	60	$172.1M	2025-10-24	SEC ↗
Q2 2025	13F-HR	58	$155.9M	2025-07-15	SEC ↗
Q1 2025	13F-HR	53	$135.2M	2025-04-24	SEC ↗
Q4 2024	13F-HR	59	$130.0M	2025-02-14	SEC ↗