What does Oak Barrel Wealth Advisory LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

PUTNAM ETF TRUST

$54M1.2M32.4%

ISHARES TR

$14M20K8.3%

J P MORGAN EXCHANGE TRADED F

$10M108K5.8%

ISHARES TR

$7M68K4.2%

APPLE INC

$6M20K3.3%

MICROSOFT CORP

$4M8K2.3%

J P MORGAN EXCHANGE TRADED F

$4M48K2.3%

ISHARES TR

$3M16K1.9%

ISHARES TR

$3M45K1.9%

J P MORGAN EXCHANGE TRADED F

$3M62K1.8%

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