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Disclosed positions
Oak Wealth Advisors LLC: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- AMERICAN CENTY ETF TR
- Ticker
- AVUS
- Class
- US EQT ETF
- Reported value
- $28,833,879
- Reported amount
- 225,124
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056728-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $28,833,879 | 225,124 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $26,638,605 | 298,639 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $21,685,197 | 28,956 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $16,957,076 | 411,081 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $12,231,074 | 126,760 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $11,533,703 | 223,132 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $9,848,372 | 78,939 | SH | None |
| J P MORGAN EXCHANGE TRADED F | HELO | HEDG EQU LAD ETF | $7,659,246 | 113,336 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $6,650,434 | 90,593 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $6,647,704 | 64,510 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $6,379,891 | 240,569 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $5,980,883 | 72,991 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $3,299,511 | 85,061 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $2,618,676 | 65,125 | SH | None |
| APPLE INC | AAPL | COM | $2,150,204 | 7,431 | SH | None |
| COHEN & STEERS ETF TRUST | CSRE | REAL EST ACT ETF | $1,822,003 | 64,200 | SH | None |
| VANGUARD MUN BD FDS | VTEI | INTERMEDIATE TRM | $1,736,078 | 17,194 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,604,717 | 5,294 | SH | None |
| AMERICAN CENTY ETF TR | AVNM | AVANTIS ALL INT | $1,584,986 | 19,240 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $1,490,209 | 28,331 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $1,489,530 | 29,449 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,424,090 | 1,907 | SH | None |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $1,312,705 | 17,182 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $1,273,237 | 15,203 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,119,052 | 3,024 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,104,616 | 8,896 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,101,636 | 5,055 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,085,348 | 10,085 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,007,191 | 1,367 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $972,500 | 9,825 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $943,807 | 17,157 | SH | None |
| PIMCO ETF TR | SMMU | SHTRM MUN BD ACT | $899,433 | 17,811 | SH | None |
| MICROSOFT CORP | MSFT | COM | $804,299 | 2,156 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $801,413 | 4,005 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $791,445 | 11,108 | SH | None |
| MCDONALDS CORP | MCD | COM | $790,116 | 2,923 | SH | None |
| BLACKROCK ETF TRUST | IALT | ISHA SYST AL ETF | $788,446 | 28,109 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $765,594 | 1,115 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $679,105 | 7,944 | SH | None |
| AMERICAN CENTY ETF TR | AVSU | AVANTIS RESPON U | $673,460 | 7,608 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $669,971 | 12,402 | SH | None |
| ASTERA LABS INC | ALAB | COM | $658,839 | 1,364 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $651,481 | 6,756 | SH | None |
| ELI LILLY & CO | LLY | COM | $604,513 | 504 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $594,817 | 4,325 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $564,044 | 12,715 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $534,626 | 1,496 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $499,808 | 433 | SH | None |
| AMAZON COM INC | AMZN | COM | $483,592 | 2,029 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $476,371 | 952 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.