Oak Barrel Wealth Advisory LLC — 13F Holdings & Portfolio

CIK 2116315 · latest 13F-HR filed 2026-05-07

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$167.3M

Long-equity book

Holdings

79

Distinct positions

Period

2025-12-31

Filed 2026-05-07

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PUTNAM ETF TRUST PVAL 746729300 $54.3M 32.44% 1,190,955 SH
2 ISHARES TR IVV 464287200 $13.9M 8.29% 20,260 SH
3 J P MORGAN EXCHANGE TRADED F JTEK 46654Q732 $9.7M 5.81% 107,852 SH
4 ISHARES TR IXN 464287291 $7.1M 4.24% 67,541 SH
5 APPLE INC AAPL 037833100 $5.6M 3.33% 20,465 SH
6 MICROSOFT CORP MSFT 594918104 $3.9M 2.35% 8,120 SH
7 J P MORGAN EXCHANGE TRADED F JIVE 46654Q757 $3.9M 2.30% 47,985 SH
8 ISHARES TR IYW 464287721 $3.2M 1.90% 15,939 SH
9 ISHARES TR DGRO 46434V621 $3.1M 1.86% 44,781 SH
10 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $2.9M 1.75% 61,989 SH
11 ISHARES TR USMV 46429B697 $2.6M 1.56% 27,742 SH
12 AMAZON COM INC AMZN 023135106 $2.4M 1.42% 10,328 SH
13 BLACKSTONE INC BX 09260D107 $2.4M 1.42% 15,375 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $2.3M 1.40% 7,292 SH
15 NVIDIA CORPORATION NVDA 67066G104 $2.0M 1.21% 10,861 SH
16 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $2.0M 1.19% 30,501 SH
17 ISHARES TR ITOT 464287150 $1.9M 1.15% 12,923 SH
18 ISHARES TR ESGU 46435G425 $1.8M 1.10% 12,315 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.8M 1.08% 3,608 SH
20 ISHARES TR IEFA 46432F842 $1.7M 0.99% 18,466 SH
21 VANGUARD INDEX FDS VTI 922908769 $1.6M 0.98% 4,914 SH
22 ISHARES TR IWD 464287598 $1.6M 0.97% 7,752 SH
23 ALPHABET INC GOOG 02079K107 $1.6M 0.94% 5,036 SH
24 ALLIED GOLD CORP AAUC 01921D204 $1.6M 0.94% 68,464 SH
25 J P MORGAN EXCHANGE TRADED F JFLX 46654Q559 $1.4M 0.85% 28,450 SH
26 ALPHABET INC GOOGL 02079K305 $1.4M 0.84% 4,478 SH
27 J P MORGAN EXCHANGE TRADED F JGRO 46654Q609 $1.4M 0.83% 14,943 SH
28 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.3M 0.80% 26,970 SH
29 EXXON MOBIL CORP XOM 30231G102 $1.2M 0.71% 9,812 SH
30 META PLATFORMS INC META 30303M102 $1.2M 0.70% 1,784 SH
31 VANGUARD WORLD FD VGT 92204A702 $980.7K 0.59% 1,301 SH
32 CACI INTL INC CACI 127190304 $979.8K 0.59% 1,839 SH
33 ISHARES TR IWM 464287655 $975.0K 0.58% 3,961 SH
34 VANGUARD INDEX FDS VO 922908629 $940.1K 0.56% 3,239 SH
35 INVESCO QQQ TR QQQ 46090E103 $914.0K 0.55% 1,488 SH
36 FRANKLIN TEMPLETON ETF TR FLMI 35473P868 $861.5K 0.51% 34,638 SH
37 VISA INC V 92826C839 $854.9K 0.51% 2,438 SH
38 ISHARES TR QUAL 46432F339 $838.7K 0.50% 4,223 SH
39 ORACLE CORP ORCL 68389X105 $825.2K 0.49% 4,234 SH
40 JOHNSON & JOHNSON JNJ 478160104 $811.6K 0.49% 3,922 SH
41 ISHARES TR IYF 464287788 $788.2K 0.47% 6,113 SH
42 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $719.2K 0.43% 10,027 SH
43 BROADCOM INC AVGO 11135F101 $679.2K 0.41% 1,962 SH
44 ISHARES TR SOXX 464287523 $660.4K 0.39% 2,193 SH
45 MARRIOTT INTL INC NEW MAR 571903202 $633.7K 0.38% 2,043 SH
46 WISDOMTREE TR DLN 97717W307 $588.7K 0.35% 6,684 SH
47 ISHARES TR IWO 464287648 $569.3K 0.34% 1,762 SH
48 VANGUARD INDEX FDS VOO 922908363 $534.6K 0.32% 852 SH
49 BANK AMERICA CORP BAC 060505104 $524.9K 0.31% 9,544 SH
50 VANECK ETF TRUST MOAT 92189F643 $522.3K 0.31% 5,043 SH