Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oak Wealth Advisors LLC (CIK 2056728) reported $182.0M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVDE ($25.1M, 13.79%), AVUS ($24.8M, 13.65%), IVV ($19.2M, 10.54%), DFAI ($16.1M, 8.84%), AVEM ($10.2M, 5.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | $25.1M | 13.79% | 295,906 | Trimmed |
| 2 | AVUS | AMERICAN CENTY ETF TR | $24.8M | 13.65% | 223,453 | Added |
| 3 | IVV | ISHARES TR | $19.2M | 10.54% | 29,367 | Trimmed |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $16.1M | 8.84% | 413,013 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $10.2M | 5.58% | 126,063 | Added |
| 6 | DFAU | DIMENSIONAL ETF TRUST | $10.2M | 5.58% | 225,102 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $8.6M | 4.72% | 77,733 | Trimmed |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | $7.2M | 3.98% | 113,365 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $6.3M | 3.48% | 86,129 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $6.3M | 3.48% | 63,479 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $5.2M | 2.85% | 73,114 | Trimmed |
| 12 | PYLD | PIMCO ETF TR | $4.9M | 2.69% | 186,791 | Added |
| 13 | DFSV | DIMENSIONAL ETF TRUST | $3.0M | 1.64% | 85,298 | Trimmed |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $2.2M | 1.22% | 65,579 | Hold |
| 15 | VTEI | VANGUARD MUN BD FDS | $1.7M | 0.96% | 17,393 | Hold |
| 16 | CSRE | COHEN & STEERS ETF TRUST | $1.6M | 0.91% | 62,749 | Added |
| 17 | VTEB | VANGUARD MUN BD FDS | $1.5M | 0.81% | 29,649 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $1.4M | 0.76% | 5,294 | Hold |
| 19 | AAPL | APPLE INC | $1.4M | 0.76% | 5,416 | Added |
| 20 | AVNM | AMERICAN CENTY ETF TR | $1.4M | 0.74% | 17,756 | Added |
| 21 | VCRM | VANGUARD MUN BD FDS | $1.2M | 0.65% | 15,728 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.65% | 1,818 | Hold |
| 23 | MUB | ISHARES TR | $1.2M | 0.64% | 11,028 | Trimmed |
| 24 | MUNI | PIMCO ETF TR | $1.2M | 0.64% | 22,313 | Added |
| 25 | VEU | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.63% | 15,203 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31