OAK WEALTH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 5K | $1.37M |
 | NVDA | 4K | $650.69K |
 | MCD | 3K | $908.44K |
 | MSFT | 2K | $763.29K |
 | AMZN | 1K | $264.09K |
 | GOOGL | 946 | $272.03K |
 | BRK-B | 694 | $332.56K |
 | LLY | 445 | $409.30K |
Apple Inc.
AAPL
Shares Held
5K
Value
$1.37M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$650.69K
McDonald's Corporation
MCD
Shares Held
3K
Value
$908.44K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$763.29K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$264.09K
Alphabet Inc.
GOOGL
Shares Held
946
Value
$272.03K
Berkshire Hathaway Inc.
BRK-B
Shares Held
694
Value
$332.56K
Eli Lilly and Company
LLY
Shares Held
445
Value
$409.30K