Oak Wealth Advisors LLC

Business address
836 Skokie Blvd, Northbrook, IL, 60062
Top securities (13F)
AVDE, AVUS, IVV, DFAI, DFAU, AVEM, AVUV, HELO, DFUS, AVDV, BND, DFSV, DFAE, VTEB, PYLD, VNQ, VB, MUB, AAPL, and VTEI
State of incorporation
IL
Fiscal year end
31 December
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Oak Wealth Advisors LLC has filed 6 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing 26 Nov 2025 25 Nov 2025 028-25230
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-25230
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-25230
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-25230
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-25230
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-25230