§ 13F · FUND PROFILE
Oak Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155.9T (13F)Positions · 58Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$847.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | 300K | $24.7T | 14.2% | −3% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 212K | $23.7T | 13.6% | +1% |
| 3 | IVV | ISHARES TR | 30K | $20.3T | 11.6% | −5% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 408K | $15.5T | 8.9% | ±0% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 221K | $10.4T | 5.9% | −2% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 122K | $9.4T | 5.4% | −4% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 78K | $7.9T | 4.6% | −5% |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | 106K | $7.1T | 4.1% | −1% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 62K | $5.8T | 3.3% | −4% |
| 10 | BND | VANGUARD BD INDEX FDS | 77K | $5.7T | 3.3% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAK SIGNAL
AC read
Oak Wealth Advisors LLC is a Other fund managing $155911.0 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed