SEC Form 13F

Oak Wealth Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$208,490,708
Positions68

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUSUS EQT ETF$28,833,879225,124
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$26,638,605298,639
ISHARES TRIVVCORE S&P500 ETF$21,685,19728,956
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$16,957,076411,081
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$12,231,074126,760
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$11,533,703223,132
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$9,848,37278,939
J P MORGAN EXCHANGE TRADED FHELOHEDG EQU LAD ETF$7,659,246113,336
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$6,650,43490,593
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$6,647,70464,510

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page