Oak Barrel Wealth Advisory LLC
Long-term investor · VA · @oakbarrelwealthadvisoryl
-0.0%
All time
S&P +2.5%
Long-term investor
Oak Barrel Wealth Advisory LLC @oakbarrelwealthadvisoryl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002116315).
Record
- Tracked since 2025-12-31 (310 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 746729300 · 34.0% · long · since 2025-12-31
- 464287200 · 11.5% · long · since 2025-12-31
- 46654Q732 · 5.5% · long · since 2025-12-31
- 09290C780 · 5.5% · long · since 2026-06-30
- 46654Q757 · 5.3% · long · since 2025-12-31
- 381430438 · 3.7% · long · since 2026-06-30
- 464287291 · 2.5% · long · since 2025-12-31
- AAPL · 2.4% · long · since 2025-12-31
- MSFT · 1.7% · long · since 2025-12-31
- 46434V621 · 1.3% · long · since 2025-12-31
- 464287721 · 1.3% · long · since 2025-12-31
- NVDA · 1.2% · long · since 2025-12-31