Oak Wealth Advisors LLC Top Holdings and 13F Report (2025) About Oak Wealth Advisors LLCInvestment ActivityOak Wealth Advisors LLC has $130.00 million in total holdings as of December 31, 2024.Oak Wealth Advisors LLC owns shares of 59 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings Avantis U.S. Equity ETF $19,114,820iShares Core S&P 500 ETF $16,084,185Avantis International Equity ETF $15,989,305Dimensional International Core Equity Market ETF $11,031,500Avantis U.S. Small Cap Value ETF $7,766,003 Sector AllocationMap of 500 Largest Holdings ofOak Wealth Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$19,114,820197,20214.7%ETFIVViShares Core S&P 500 ETF$16,084,18527,32212.4%ETFAVDEAvantis International Equity ETF$15,989,305260,53912.3%ETFDFAIDimensional International Core Equity Market ETF$11,031,500377,7918.5%ETFAVUVAvantis U.S. Small Cap Value ETF$7,766,00380,4526.0%ETFAVEMAvantis Emerging Markets Equity ETF$6,581,849111,9555.1%ETFDFAUDimensional US Core Equity Market ETF$5,996,016148,0864.6%ETFDFUSDimensional U.S. Equity ETF$5,262,49982,5494.0%ETFJ P MORGAN EXCHANGE TRADED F$5,044,74281,3143.9%HEDGED EQUITY LABNDVanguard Total Bond Market ETF$3,700,93451,4662.8%ETFAVDVAvantis International Small Cap Value ETF$3,563,06654,7492.7%ETFMUBiShares National Muni Bond ETF$2,594,63724,3512.0%ETFDFSVDimensional US Small Cap Value ETF$2,092,54867,9841.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,414,61828,2191.1%ETFDFAEDimensional Emerging Core Equity Market ETF$1,150,76245,3590.9%ETFVTVVanguard Value ETF$1,062,3586,2750.8%ETFMSFTMicrosoft$1,021,7162,4240.8%Computer and TechnologyVBVanguard Small-Cap ETF$1,012,3004,2130.8%ETFSPYSPDR S&P 500 ETF Trust$980,0861,6720.8%FinanceAAPLApple$965,3323,8550.7%Computer and TechnologyMCDMcDonald's$908,5153,1340.7%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$901,1462,2440.7%ETFDFUVDimensional US Marketwide Value ETF$874,66221,3750.7%ETFDFNMDimensional National Municipal Bond ETF$797,89216,7030.6%ETFSNOWSnowflake$735,9184,7660.6%Computer and TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$699,15614,0280.5%ETFDFACDimensional U.S. Core Equity 2 ETF$652,57118,8660.5%ETFVEUVanguard FTSE All-World ex-US ETF$606,70910,5680.5%ETFAVSUAvantis Responsible U.S. Equity ETF$592,3188,9580.5%ETFIVWiShares S&P 500 Growth ETF$567,5535,5900.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$535,3655,5250.4%FinanceQQQInvesco QQQ$530,1461,0370.4%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$521,41620,9740.4%ETFVEAVanguard FTSE Developed Markets ETF$511,48310,6960.4%ETFVTIVanguard Total Stock Market ETF$502,5941,7340.4%ETFAVGEAvantis All Equity Markets ETF$490,9656,7840.4%ETFDFIVDimensional International Value ETF$432,14612,1800.3%ETFVOOVanguard S&P 500 ETF$428,8937960.3%ETFVXUSVanguard Total International Stock ETF$418,5087,1020.3%ETFBSVVanguard Short-Term Bond ETF$358,3784,6380.3%ETFBRK.BBerkshire Hathaway$355,3727840.3%FinanceICFiShares Cohen & Steers REIT ETF$346,6345,7520.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$346,0633,7850.3%ETFAMZNAmazon.com$341,5901,5570.3%Retail/WholesaleLLYEli Lilly and Company$335,8204350.3%MedicalVNQVanguard Real Estate ETF$335,8083,7700.3%ETFVUGVanguard Growth ETF$321,3757830.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$315,6233,8500.2%ManufacturingAVNMAvantis All International Markets Equity ETF$305,7845,5830.2%ETFVANGUARD MUN BD FDS$294,6912,9650.2%INTERMEDIATE TRMGOOGLAlphabet$287,9251,5210.2%Computer and TechnologyAVSDAvantis Responsible International Equity ETF$272,2754,8900.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$250,20310,5660.2%ETFNVDANVIDIA$244,4081,8200.2%Computer and TechnologyJPMJPMorgan Chase & Co.$237,3139900.2%FinanceDFASDimensional U.S. Small Cap ETF$237,0863,6430.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$236,8981,7500.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$235,2249,0750.2%ETFIVEiShares S&P 500 Value ETF$202,9051,0630.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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