Oak Wealth Advisors LLC
All 13F Filings
- Location
- Northbrook, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 174,171
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 59 | 174,171 | 13F-HR | Oak Wealth Advisors LLC |
| Q3 2025 | 10/24/2025 | 59 | 172,091 | 13F-HR | Oak Wealth Advisors LLC |
| Q2 2025 | 7/15/2025 | 57 | 155,911 | 13F-HR | Oak Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.99 K | 56.3% | 2.887 K | 0 | 2.887 K |
| ETFs | 76.18 K | 43.7% | 0 | 814 | -814 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
174,171
Holdings
59
QoQ value change ($000)
2,080
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.