OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 5K | $1.44M |
 | MCD | 3K | $893.36K |
 | MGEE | 3K | $219.50K |
 | NVDA | 2K | $406.76K |
 | MSFT | 2K | $1.05M |
 | AMZN | 1K | $315.76K |
 | ALAB | 1K | $226.91K |
 | GOOGL | 946 | $296.10K |
 | BRK-B | 694 | $348.84K |
 | LLY | 445 | $478.23K |
Apple Inc.
AAPL
Shares Held
5K
Value
$1.44M
McDonald's Corporation
MCD
Shares Held
3K
Value
$893.36K
MGE Energy, Inc.
MGEE
Shares Held
3K
Value
$219.50K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$406.76K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.05M
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$315.76K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
1K
Value
$226.91K
Alphabet Inc.
GOOGL
Shares Held
946
Value
$296.10K
Berkshire Hathaway Inc.
BRK-B
Shares Held
694
Value
$348.84K
Eli Lilly and Company
LLY
Shares Held
445
Value
$478.23K