Oak Wealth Advisors LLC Top Holdings and 13F Report (2025) About Oak Wealth Advisors LLCInvestment ActivityOak Wealth Advisors LLC has $135.16 million in total holdings as of March 31, 2025.Oak Wealth Advisors LLC owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.64% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Oak Wealth Advisors LLC has purchased 59 new stocks and bought additional shares in 29 stocks.Oak Wealth Advisors LLC sold shares of 14 stocks and completely divested from 7 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $21,620,672Avantis International Equity ETF $18,643,171iShares Core S&P 500 ETF $15,967,402Dimensional International Core Equity Market ETF $11,867,045Avantis Emerging Markets Equity ETF $7,476,679 Largest Purchases this Quarter Avantis U.S. Equity ETF 36,839 shares (about $3.40M)Avantis International Equity ETF 20,782 shares (about $1.38M)J P MORGAN EXCHANGE TRADED F 22,201 shares (about $1.32M)Avantis Emerging Markets Equity ETF 12,304 shares (about $740.33K)iShares Core S&P 500 ETF 1,095 shares (about $615.28K) Largest Sales this Quarter iShares National Muni Bond ETF 6,945 shares (about $732.30K)SPDR S&P 500 ETF Trust 349 shares (about $195.28K)Microsoft 355 shares (about $133.26K)Avantis All Equity Markets ETF 1,836 shares (about $130.71K)McDonald's 215 shares (about $67.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOak Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$21,620,672$3,403,181 ▲18.7%234,04116.0%ETFAVDEAvantis International Equity ETF$18,643,171$1,377,225 ▲8.0%281,32113.8%ETFIVViShares Core S&P 500 ETF$15,967,402$615,276 ▲4.0%28,41711.8%ETFDFAIDimensional International Core Equity Market ETF$11,867,045$68,643 ▲0.6%379,9898.8%ETFAVEMAvantis Emerging Markets Equity ETF$7,476,679$740,333 ▲11.0%124,2595.5%ETFAVUVAvantis U.S. Small Cap Value ETF$7,263,927$250,961 ▲3.6%83,3315.4%ETFJ P MORGAN EXCHANGE TRADED F$6,177,751$1,324,950 ▲27.3%103,5154.6%HEDGED EQUITY LADFAUDimensional US Core Equity Market ETF$5,829,418$137,000 ▲2.4%151,6504.3%ETFDFUSDimensional U.S. Equity ETF$4,960,509$32,054 ▼-0.6%82,0193.7%ETFAVDVAvantis International Small Cap Value ETF$4,201,627$383,431 ▲10.0%60,2473.1%ETFBNDVanguard Total Bond Market ETF$3,822,101$41,940 ▲1.1%52,0372.8%ETFDFSVDimensional US Small Cap Value ETF$1,919,886$6,137 ▲0.3%68,2021.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,856,979$456,752 ▲32.6%37,4241.4%ETFMUBiShares National Muni Bond ETF$1,835,331$732,298 ▼-28.5%17,4061.4%ETFDFAEDimensional Emerging Core Equity Market ETF$1,206,102$31,767 ▲2.7%46,5860.9%ETFVBVanguard Small-Cap ETF$1,191,463$257,230 ▲27.5%5,3730.9%ETFAAPLApple$1,164,605$308,310 ▲36.0%5,2430.9%Computer and TechnologyVTVVanguard Value ETF$1,083,9440.0%6,2750.8%ETFVEUVanguard FTSE All-World ex-US ETF$922,204$281,156 ▲43.9%15,2030.7%ETFMCDMcDonald's$911,808$67,160 ▼-6.9%2,9190.7%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$873,240$7,624 ▼-0.9%21,1900.6%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$831,482$129,802 ▲18.5%16,6230.6%ETFDFNMDimensional National Municipal Bond ETF$820,057$25,497 ▲3.2%17,2390.6%ETFIWFiShares Russell 1000 Growth ETF$803,064$7,222 ▼-0.9%2,2240.6%ETFMSFTMicrosoft$776,682$133,263 ▼-14.6%2,0690.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$740,270$195,279 ▼-20.9%1,3230.5%FinanceDFACDimensional U.S. Core Equity 2 ETF$645,762$23,357 ▲3.8%19,5740.5%ETFQQQInvesco QQQ$622,059$135,944 ▲28.0%1,3270.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$573,636$27,104 ▲5.0%5,7990.4%FinanceAVSUAvantis Responsible U.S. Equity ETF$564,857$6,236 ▲1.1%9,0580.4%ETFVEAVanguard FTSE Developed Markets ETF$556,385$12,707 ▲2.3%10,9460.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$549,819$288 ▲0.1%20,9850.4%ETFIVWiShares S&P 500 Growth ETF$480,488$38,432 ▼-7.4%5,1760.4%ETFDFIVDimensional International Value ETF$479,4050.0%12,1800.4%ETFVTIVanguard Total Stock Market ETF$467,632$9,072 ▼-1.9%1,7010.3%ETFVXUSVanguard Total International Stock ETF$453,483$12,421 ▲2.8%7,3020.3%ETFVOOVanguard S&P 500 ETF$447,616$38,543 ▲9.4%8710.3%ETFAVNMAvantis All International Markets Equity ETF$429,419$103,856 ▲31.9%7,3640.3%ETFICFiShares Select U.S. REIT ETF$400,392$46,457 ▲13.1%6,5070.3%ETFBRK.BBerkshire Hathaway$363,752$53,791 ▼-12.9%6830.3%FinanceLLYEli Lilly and Company$359,2710.0%4350.3%MedicalAVGEAvantis All Equity Markets ETF$352,267$130,712 ▼-27.1%4,9480.3%ETFVNQVanguard Real Estate ETF$341,3630.0%3,7700.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$320,890$81,764 ▲34.2%12,1780.2%ETFAVSDAvantis Responsible International Equity ETF$293,3020.0%4,8900.2%ETFVUGVanguard Growth ETF$290,3520.0%7830.2%ETFVANGUARD MUN BD FDS$290,037$2,965 ▼-1.0%2,9350.2%INTERMEDIATE TRMAMZNAmazon.com$242,011$54,224 ▼-18.3%1,2720.2%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company Index ETF$231,236$18,227 ▼-7.3%9,7940.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$217,8750.0%1,7500.2%ETFDFASDimensional U.S. Small Cap ETF$217,6690.0%3,6430.2%ETFIVEiShares S&P 500 Value ETF$202,5870.0%1,0630.1%ETFSNOWSnowflake$0$735,918 ▼-100.0%00.0%Computer and TechnologyBSVVanguard Short-Term Bond ETF$0$358,378 ▼-100.0%00.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$346,063 ▼-100.0%00.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$0$315,623 ▼-100.0%00.0%ManufacturingGOOGLAlphabet$0$287,925 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$244,408 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$237,313 ▼-100.0%00.0%FinanceShowing 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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