DOSSIER · 13F-HR · Q4 2025
Oak Barrel Wealth Advisory LLC
$167M in tracked AUM across 79 positions as of Q4 2025.
OB
CIK 0002116315 · last filed Dec 31, 2025
AI Analysis · Q4 2025
Oak Barrel Wealth Advisory LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.