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Portfolio (Quarterly) Guide ↗

OAK HARBOR WEALTH PARTNERS, LLC

· CIK 0001912040
13F Portfolio $416M AUM 278 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 92 Added 72 Reduced 12 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEMA J P MORGAN EXCHANGE TRADED F 229.0 $11K 0.00% NEW $49.00 +24.3%
22 ESGU ISHARES TR 66.0 $10K 0.00% NEW $147.85 +9.5%
23 GTIP GOLDMAN SACHS ETF TR 193.0 $9K 0.00% NEW $49.13 +0.2%
24 ESGD ISHARES TR 85.0 $8K 0.00% NEW $95.06 +8.2%
25 BBHY J P MORGAN EXCHANGE TRADED F 159.0 $7K 0.00% NEW $46.50 -1.1%
26 JIVE J P MORGAN EXCHANGE TRADED F 92.0 $7K 0.00% NEW $80.28 +15.1%
27 ESGE ISHARES INC 165.0 $7K 0.00% NEW $44.28 +18.9%
28 QS CALL QUANTUMSCAPE CORP Consumer Cyclical 700.0 $7K 0.00% NEW $10.42 -26.4%
29 JIG J P MORGAN EXCHANGE TRADED F 99.0 $7K 0.00% NEW $73.33 +12.4%
30 SPTL SPDR SERIES TRUST 236.0 $6K 0.00% NEW $26.47 -3.3%
31 TLH ISHARES TR 50.0 $5K 0.00% NEW $101.68 -3.3%
32 SCHO SCHWAB STRATEGIC TR 86.0 $2K 0.00% NEW $24.37 -0.9%
33 VONG VANGUARD SCOTTSDALE FDS 15.0 $2K NEW $121.73 +5.4%
34 VGIT VANGUARD SCOTTSDALE FDS 26.0 $2K NEW $59.92 -2.0%
35 SCHP SCHWAB STRATEGIC TR 18.0 $477.0 NEW $26.50 +0.5%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.9%
Financial Services 20.7%
Healthcare 13.8%
Industrials 13.3%
Consumer Defensive 10.2%
Consumer Cyclical 7.6%
Communication Services 6.8%
Utilities 2.7%
Energy 2.6%
Basic Materials 1.0%