13F Filings History of Oak Wealth Advisors LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$174,170,686
Signature - Title
Michael Walther - President / Managing Member
Location
Northbrook, IL
Summary
This page shows a list of all the recent 13F filings made by Oak Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oak Wealth Advisors LLC reported 59 stock holdings with total value $174,170,686 as of Q4 2025. Top holdings included AVDE, AVUS, IVV, DFAI, and DFAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $174,170,686 +$3,911,334 -$6,788,075 -$2,876,741 AVDE, AVUS, IVV, DFAI, DFAU 13F-HR 11 Feb 2026, 11:55
Q3 2025 59 $172,091,106 +$6,722,944 -$1,526,689 +$5,196,255 AVDE, AVUS, IVV, DFAI, DFAU 13F-HR 24 Oct 2025, 15:27
Q2 2025 57 $155,911,037 +$13,243,815 -$4,552,241 +$8,691,574 AVDE, AVUS, IVV, DFAI, DFAU 13F-HR 15 Jul 2025, 14:28
Q1 2025 52 $135,160,984 +$10,328,268 -$4,007,951 +$6,320,317 AVUS, AVDE, IVV, DFAI, AVEM 13F-HR 23 Apr 2025, 17:59
Q4 2024 59 $129,998,607 $0 $0 $0 AVUS, IVV, AVDE, DFAI, AVUV 13F-HR 14 Feb 2025, 13:42