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OakTrust Wealth Advisors, LLC
ETF
Concentrated trader
CIK: 0002113908 | WILTON, CT
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
69
$116.0M
2026-08-06
SEC ↗
Q1 2026
13F-HR
68
$109.8M
2026-04-23
SEC ↗
Q4 2025
13F-HR
68
$108.4M
2026-02-27
SEC ↗