13F Insight
DOSSIER · 13F-HR · Q1 2026

Oak Harvest Investment Services

Oak Harvest Investment Services's family office based in Greenwich, CT — $958M in tracked AUM across 229 positions as of Q1 2026.

OH
Oak Harvest Investment Services·Greenwich, CT·Family Office
CIK 0001839430 · last filed Mar 31, 2026
Total AUM
$958M
▼ 3.9%
vs prior
Holdings
229
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Oak Harvest Investment Services filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$72M1.2M7.5%
02
VOO
VANGUARD INDEX FDS
$43M71K4.4%
03
AVGO
Broadcom Inc.
$35M114K3.7%
04
AAPL
Apple Inc.
$31M123K3.3%
05
JPM
JPMorgan Chase & Company
$25M85K2.6%
06
VYM
VANGUARD WHITEHALL FDS
$25M166K2.6%
07
MS
Morgan Stanley
$22M131K2.2%
08
RIO
Rio Tinto plc
$18M198K1.9%
09
CSCO
Cisco Systems Inc.
$18M234K1.9%
10
KMI
KINDER MORGAN INC DEL
$16M480K1.7%

Filing history

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