Long-term investor
Oak Wealth Advisors LLC @oakwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056728).
Record
- Tracked since 2025-06-30 (462 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days -2.8% · 6 months +0.9% · 1 year -2.6% · all -2.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 13.8% · long · since 2025-06-30
- 025072703 · 12.8% · long · since 2025-06-30
- 464287200 · 10.4% · long · since 2025-06-30
- 25434V203 · 8.1% · long · since 2025-06-30
- 025072604 · 5.9% · long · since 2025-06-30
- 25434V104 · 5.5% · long · since 2025-06-30
- 025072877 · 4.7% · long · since 2025-06-30
- 46654Q724 · 3.7% · long · since 2025-06-30
- 921937835 · 3.2% · long · since 2025-06-30
- 025072802 · 3.2% · long · since 2025-06-30
- 72201R585 · 3.1% · long · since 2025-06-30
- 25434V401 · 2.9% · long · since 2025-06-30