Oak Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Michael Walther, the President and Managing Member of the firm, as the authorized signatory.
The report details a portfolio of 76 separate securities. The largest holding in the portfolio is the Dimensional ETF Trust International Core Equity Market ETF, which was held in 411,090 shares. Other significant positions include the PIMCO ETF Trust Multi-Sector Bond ETF (263,956 shares) and the Vanguard Intermediate Term Municipal Bond Fund (15,161 shares).
The portfolio includes a mix of exchange-traded funds (ETFs) and individual equities. Among the individual stock positions, Microsoft Corporation is listed with 2,467 shares, Apple Inc. with 7,919 shares, and Berkshire Hathaway Inc. Class B with 929 shares. Other notable individual stock holdings include Johnson & Johnson, JPMorgan Chase & Co., McDonald's Corporation, Amazon.com Inc., Alphabet Inc., and NVIDIA Corporation.
The filing indicates that all positions were held in a sole capacity with no shared voting or dispositive rights.
