Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Oak Wealth Advisors LLC

•CIK: 2056728•Filing: Q4 2025

**Oak Wealth Advisors LLC** manages $174M across a diversified portfolio of 59 positions. The firm exhibits a notable concentration in the semiconductor and technology sectors, highlighted by top holdings such as AVDE ($24.7M) and AVUS ($23.7M). Further significant allocations include IVV ($20.3M) and DFAI ($15.5M), suggesting a strategic focus on growth equities and market indices. This positioning indicates a conviction in technology leaders and broad market exposure.

Total AUM

$174.2M

QoQ Performance

+1.2%

Positions

25

Top 10 Concentration

74.9%

Latest Filing

Q4 2025

Top Holdings Allocation

AVDE

AVUS

IVV

DFAI

DFAU

AVEM

AVDE14.2%

AVUS13.6%

IVV11.6%

DFAI8.9%

DFAU5.9%

AVEM5.4%

AVUV4.6%

HELO4.1%

📈 Biggest Buys

PIMCO ETF TR

+71.9%

1.4% of portfolio

VANGUARD BD INDEX FDS

+10.3%

3.3% of portfolio

VANGUARD MUN BD FDS

+42.2%

1.0% of portfolio

VANGUARD MUN BD FDS

NEW

0.3% of portfolio

COHEN & STEERS ETF TRUST

NEW

0.2% of portfolio

📉 Biggest Sells

ISHARES TR

-4.9%

11.6% of portfolio

VANGUARD INDEX FDS

-60.5%

0.3% of portfolio

AMERICAN CENTY ETF TR

-2.8%

14.2% of portfolio

DIMENSIONAL ETF TRUST

-9.9%

3.1% of portfolio

AMERICAN CENTY ETF TR

-5.1%

4.6% of portfolio

Sector Breakdown

Other84.3%

ETF12.7%

Technology1.8%

Consumer0.7%

Healthcare0.3%

Financial0.2%

🚪 Exited Positionssold since Q3 2025

AMERICAN CENTY ETF TR

SOLD

$277.8K

DIMENSIONAL ETF TRUST

SOLD

$237.9K

Changes from Q3 2025

NEW2 new positions

↑19 increased

↓26 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

AMERICAN CENTY ETF TR

AMERICAN CENTY ETF TR

DIMENSIONAL ETF TRUST

DIMENSIONAL ETF TRUST

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