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Portfolio (Quarterly) Guide ↗

OakTrust Wealth Advisors, LLC

· CIK 0002113908
13F Portfolio $116M AUM 69 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 69 New
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VLUE ISHARES TR 2,025.0 $405K 0.35% NEW $199.81 +0.6%
42 CAT CATERPILLAR INC Industrials 373.0 $397K 0.34% NEW $1064.90 -23.0%
43 LMBS FIRST TR EXCHANGE-TRADED FD 7,921.0 $394K 0.34% NEW $49.78 -0.4%
44 GS GOLDMAN SACHS GROUP INC Financial Services 382.0 $386K 0.33% NEW $1011.37 +3.2%
45 XLE SELECT SECTOR SPDR TR 7,191.0 $382K 0.33% NEW $53.11 +17.0%
46 MUNI PIMCO ETF TR 7,116.0 $374K 0.32% NEW $52.60 -1.7%
47 VANGUARD NY TAX FREE FDS 3,298.0 $343K 0.30% NEW $104.00
48 VYMI VANGUARD WHITEHALL FDS 3,415.0 $335K 0.29% NEW $98.19 +7.0%
49 RDVY FIRST TR EXCHANGE TRADED FD 3,995.0 $324K 0.28% NEW $81.06 +1.8%
50 VOO VANGUARD INDEX FDS 458.0 $314K 0.27% NEW $686.57 +3.4%
51 SNSR GLOBAL X FDS 6,258.0 $313K 0.27% NEW $49.97 -4.3%
52 DVY ISHARES TR 1,984.0 $310K 0.27% NEW $156.30 +5.0%
53 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,256.0 $308K 0.27% NEW $33.29 +36.8%
54 VO VANGUARD INDEX FDS 3,576.0 $288K 0.25% NEW $80.57 +3.2%
55 AXP AMERICAN EXPRESS CO Financial Services 837.0 $283K 0.24% NEW $338.25 -1.5%
56 FTSM FIRST TR EXCHANGE-TRADED FD 4,496.0 $269K 0.23% NEW $59.73 +0.3%
57 TCAF T ROWE PRICE EXCHANGE-TRADED 6,136.0 $252K 0.22% NEW $41.10 +4.5%
58 CVX CHEVRON CORPORATION Energy 1,505.0 $249K 0.21% NEW $165.76 +20.0%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 864.0 $243K 0.21% NEW $281.31 -14.6%
60 HD HOME DEPOT INC Consumer Cyclical 681.0 $240K 0.21% NEW $352.77 -6.4%
Page 3 of 4  ·  69 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
Financial Services 78.5%
Technology 7.4%
Energy 6.7%
Industrials 2.8%
Consumer Cyclical 2.4%
Healthcare 2.2%