13F Filings History of OakTrust Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 27 Feb 2026
Value $
$108,371,795
Signature - Title
Thomas Papa - Chief Compliance Officer
Location
Wilton, CT
Summary
This page shows a list of all the recent 13F filings made by OakTrust Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OakTrust Wealth Advisors, LLC reported 68 stock holdings with total value $108,371,795 as of Q4 2025. Top holdings included SPTS, NEAR, JPLD, SPY, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $108,371,795 $0 $0 $0 SPTS, NEAR, JPLD, SPY, FBND 13F-HR 27 Feb 2026, 08:43