Oak Barrel Wealth Advisory LLC
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 232,288
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 84 | 232,288 | 13F-HR | Oak Barrel Wealth Advisory LLC |
| Q2 2026 | 8/7/2026 | 86 | 226,453 | 13F-HR | Oak Barrel Wealth Advisory LLC |
| Q4 2025 | 5/7/2026 | 79 | 167,302 | 13F-HR | Oak Barrel Wealth Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.31 K | 15.2% | 792 | 0 | 792 |
| ETFs | 195.6 K | 84.2% | 5.077 K | 0 | 5.077 K |
| Debt | 1.426 K | 0.6% | 0 | 33 | -33 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
232,288
Holdings
84
QoQ value change ($000)
5,835
(2.6%)
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.