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Oak Wealth Advisors - Q2 2026 13F Filings

OA

Oak Wealth Advisors LLC

CIK: 0002056728
Address: Illinois Northbrook 1363 Shermer Road Suite 208
$208.49 M
Portfolio Value
68
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$1.43 M
2. IWF Ishares Russell 1000 Growth Etf
+$828,462
3. IALT Ishares Systematic Alternatives Active Etf
+$788,446
4. ALAB Astera Labs
+$658,839
5. AAPL Apple
+$583,052.22

Top Sells

Q2 2026
1. IVV Ishares Core S&P 500 Etf
−$307,798.59
2. DFAU Dimensional Us Core Equity Market Etf
−$101,829.39
3. MUB Ishares National Muni Bond Etf
−$101,485.69
4. AVSU Avantis Responsible Us Equity Etf
−$90,910.02
5. DFAI Dimensional International Core Equity Market Etf
−$79,694.93

Asset Allocation

Stocks/ETFs
+14.56%
$208.49 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Oak Wealth Advisors Q2 2026 Filing Summary

Oak Wealth Advisors LLC filed its 13F report for Q2 2026 on July 22, 2026. The portfolio totaled 208.49 M reflecting a +14.56% change from the prior quarter, spanning 68 assets. The top 10 holdings comprised 71.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Oak Wealth Advisors’s Q2 2026 Filing

Oak Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/22/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Oak Wealth Advisors reported a managed portfolio value of 208.49 M, consisting of 69 individual positions.

This page displays the raw filing documents. To see which stocks Oak Wealth Advisors bought or sold during Q2 2026, please visit Oak Wealth Advisors's Portfolio Analysis page.