Managed by Oak Wealth Advisors Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $28.8M | 225.1K | 0.00% | — |
| 2 | ? N/A — | $26.6M | 298.6K | 0.00% | — |
| 3 | ? N/A — | $25.1M | 295.9K | 0.00% | — |
| 4 | A AEP — | $24.8M | 223.5K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $24.7M |
| 300.2K |
| 0.00% |
| — |
| 6 | ? N/A — | $24.4M | 308.8K | 0.00% | — |
| 7 | A AEP — | $23.7M | 211.6K | 0.00% | — |
| 8 | A AEP — | $22.9M | 210.3K | 0.00% | — |
| 9 | ? N/A — | $21.9M | 296.1K | 0.00% | — |
| 10 | E ETHA — | $21.7M | 29.0K | 0.00% | — |
| 11 | A AEP — | $21.6M | 234.0K | 0.00% | — |
| 12 | A AEP — | $20.9M | 207.3K | 0.00% | — |
| 13 | I IAU — | $20.8M | 31.1K | 0.00% | — |
| 14 | I IAU — | $20.3M | 29.6K | 0.00% | — |
| 15 | I IAU — | $19.2M | 29.4K | 0.00% | — |
| 16 | A AEP — | $19.1M | 197.2K | 0.00% | — |
| 17 | ? N/A — | $18.6M | 281.3K | 0.00% | — |
| 18 | I IAU — | $18.3M | 29.5K | 0.00% | — |
| 19 | ? N/A — | $17M | 411.1K | 0.00% | — |
| 20 | A ATI — | $16.1M | 413.0K | 0.00% | — |