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Portfolio (Quarterly) Guide ↗

Oak Barrel Wealth Advisory LLC

· CIK 0002116315
13F Portfolio $226M AUM 86 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 86 New
Page 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 1,136.0 $401K 0.18% NEW $352.60 -8.9%
62 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 11,441.0 $388K 0.17% NEW $33.91 +36.0%
63 SPY STATE STR SPDR S&P 500 ETF T Financial Services 498.0 $372K 0.16% NEW $746.85 +3.1%
64 MO ALTRIA GROUP INC Consumer Defensive 4,368.0 $314K 0.14% NEW $71.96 -4.3%
65 AMD ADVANCED MICRO DEVICES INC Technology 526.0 $306K 0.14% NEW $580.91 -17.8%
66 DYNF BLACKROCK ETF TRUST 4,415.0 $300K 0.13% NEW $68.01 +3.0%
67 PLTR PALANTIR TECHNOLOGIES INC Technology 2,561.0 $299K 0.13% NEW $116.67 +49.4%
68 IJR ISHARES TR 1,982.0 $294K 0.13% NEW $148.30 -2.0%
69 ETN EATON CORP PLC Industrials 683.0 $291K 0.13% NEW $425.94 -3.5%
70 CAT CATERPILLAR INC Industrials 273.0 $291K 0.13% NEW $1064.90 -23.6%
71 BX BLACKSTONE INC Financial Services 2,458.0 $289K 0.13% NEW $117.67 +15.7%
72 ALLIED GOLD CORP 11,900.0 $283K 0.12% NEW $23.78
73 VWO VANGUARD INTL EQUITY INDEX F 4,702.0 $281K 0.12% NEW $59.69 +2.9%
74 IAU ISHARES GOLD TR Financial Services 3,686.0 $278K 0.12% NEW $75.51 +10.4%
75 J P MORGAN EXCHANGE TRADED F 5,441.0 $275K 0.12% NEW $50.57
76 VCR VANGUARD WORLD FD 686.0 $272K 0.12% NEW $396.61 -2.3%
77 TWLO TWILIO INC Communication Services 1,310.0 $270K 0.12% NEW $206.33 +12.9%
78 KKR KKR & CO INC 2,754.0 $253K 0.11% NEW $91.79
79 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,084.0 $250K 0.11% NEW $81.16 -9.2%
80 FVD FIRST TR EXCHANGE-TRADED FD 5,159.0 $249K 0.11% NEW $48.18 +4.0%
Page 4 of 5  ·  86 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 40.0%
Financial Services 22.4%
Consumer Cyclical 13.4%
Communication Services 11.4%
Energy 4.2%
Healthcare 3.1%
Consumer Defensive 3.0%
Industrials 1.8%
Utilities 0.8%