No buy transactions available for this period
No sell transactions available for this period
Oaktrust Wealth Advisors, LLC filed its 13F report for Q4 2025 on February 27, 2026. The portfolio totaled 108.37 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 58.7% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Oaktrust Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/27/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Oaktrust Wealth Advisors reported a managed portfolio value of 108.37 M, consisting of 68 individual positions.
This page displays the raw filing documents. To see which stocks Oaktrust Wealth Advisors bought or sold during Q4 2025, please visit Oaktrust Wealth Advisors's Portfolio Analysis page.