OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 5K | $1.30M |
 | MCD | 3K | $887.05K |
 | MGEE | 3K | $235.62K |
 | MSFT | 2K | $1.07M |
 | NVDA | 2K | $339.58K |
 | ALAB | 1K | $267.07K |
 | AMZN | 1K | $272.71K |
 | GOOGL | 860 | $209.07K |
 | BRK-B | 683 | $343.37K |
 | LLY | 435 | $331.90K |
Apple Inc.
AAPL
Shares Held
5K
Value
$1.30M
McDonald's Corporation
MCD
Shares Held
3K
Value
$887.05K
MGE Energy, Inc.
MGEE
Shares Held
3K
Value
$235.62K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.07M
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$339.58K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
1K
Value
$267.07K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$272.71K
Alphabet Inc.
GOOGL
Shares Held
860
Value
$209.07K
Berkshire Hathaway Inc.
BRK-B
Shares Held
683
Value
$343.37K
Eli Lilly and Company
LLY
Shares Held
435
Value
$331.90K