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OakTrust Wealth Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$109.8M

Reporting period: 2026-03-31 · Number of holdings: 68

OakTrust Wealth Advisors, LLC disclosed 68 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $109.8M and a quarterly turnover rate of 15.5%.

Personality snowflake

Concentration
20.33
Portfolio Stability
15.55
Momentum/Contrarian
100
Sector conviction
62.91
Diversification
100
Sizing Uniformity
84.21

Recent moves

  • Add JPLD

    +35.1% $2.2M

  • Trim JPST

    -34.4% -$1.9M

  • Trim DGRW

    -40.8% -$906.6K

  • Add CGDV

    +101.6% $927.5K

  • Add SPHQ

    +13.4% $660.8K

  • Trim CGBL

    -49.6% -$502.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPTSSs Spdr P St Term Tsy ETFETF-Other13.24%+0.15%+2.90%
2JPLDJpmorgan LTD Duration ETFETF-Other7.84%+1.94%+35.10%
3NEARIshares Sh Dba ETF Usd INCETF-Other6.82%+0.19%+4.76%
4SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth5.88%+0.42%+14.52%
5FBNDFidelity Total Bond ETFETF-Other5.39%+0.19%+6.11%
6SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth5.03%+0.55%+13.38%
7GLDMSpdr Gold Minishares TrustETF-Commodities4.71%-0.26%-11.50%
8CGMSCap Group US Multi-sect BondETF-Other4.37%+0.11%+5.44%
9COWZPacer US Cash Cows 100 ETFETF-Other3.89%+0.22%+3.35%
10DIVOAmplify Cwp Enhan Divid ETFETF-Other3.89%+0.36%+10.85%
11BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds3.34%+0.05%+2.50%
12JPSTJpmorgan Ultra-short IncomeETF-Other3.29%-1.78%-34.40%
13BILSSs Spdrb B 3-12m T-bill ETFETF-Other3.28%+0.17%+6.68%
14USFRWisdomtree Floating Rate TreETF-Other3.19%-0.44%-10.83%
15SDVYFirst Trust Smid Cap RisingETF-Other2.42%+0.23%+9.06%
16CGDVCap Group Dividend ValueETF-Other1.72%+0.83%+101.56%
17VTIVanguard Total Stock Mkt ETFETF-Other1.24%-0.09%-0.96%
18DGRWWisdomtree U.s. Quality DiviETF-Other1.15%-0.85%-40.79%
19XOMExxon Mobil CORPStock-Energy1.13%+0.31%-0.50%
20VIGVanguard Dividend Apprec ETFETF-Other1.09%-0.04%
21GBTCGrayscale Bitcoin Trust ETFETF-Crypto0.89%-0.29%
22SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.77%+0.17%+29.70%
23GSYInvesco Ultra Short DurationETF-Other0.73%
24AVUVAvantis US Small Cap ValueETF-Small Cap0.65%+0.05%+0.05%
25ULSTSs Ultra Short Tm Bond ETFETF-Other0.61%+0.10%+22.25%
26MOATVaneck Morningstar Wide MoatETF-Other0.61%+0.02%+12.06%
27ALLWState Street Brgwtr All WthrETF-Other0.54%+0.12%+24.19%
28MSFTMicrosoft CORPStock-Tech0.52%-0.10%+12.51%
29VTIPVanguard Short-term TipsETF-Other0.49%-0.01%
30XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.48%+0.05%+5.79%
31FDLFirst Trust Morn Dvd Lead InETF-Other0.46%+0.06%+0.60%
32CGBLCap Group Core BalancedETF-Other0.44%-0.47%-49.64%
33AAPLApple INCStock-Tech0.44%-0.04%-2.53%
34PYLDPimco Multisector Bond ActvETF-Other0.43%+0.10%+33.84%
35SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.42%-0.07%-12.24%
36HDVIshares Core High Dividend EETF-Other0.41%+0.03%
37SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.40%-0.05%-12.43%
38XLESs Energy Select SectorETF-Other0.40%+0.10%+0.21%
39JPMJpmorgan Chase & CoStock-Financials0.39%-0.04%
40PAVEGlobal X US InfrastructureETF-Other0.37%-0.55%
41LMBSFirst Trust Low Duration OppETF-Other0.36%+1.42%
42QUALIshares Msci USA Quality FacETF-Other0.34%+0.20%
43IBITIshares Bitcoin Trust ETFETF-Crypto0.32%-0.08%+5.49%
44GSGoldman Sachs Group INCStock-Financials0.30%-0.50%
45VYMIVanguard Int High Dvd Yld InETF-Other0.29%+0.75%
46DVYIshares Select Dividend ETFETF-Other0.28%-0.05%
47CVXChevron CORPStock-Energy0.27%+0.27%NEW
48VLUEIshares Msci USA Value FactoETF-Other0.26%+0.40%
49RTXRtx CORPStock-Industrials0.26%
50VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.25%
150 of 68

Holding changes this quarter

OakTrust Wealth Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Pimco Enhanced Short Maturit (MINT); Sold out: Invesco S&p 100 Equal Weight (EQWL); Sold out: Jpmorgan US Quality Factor (JQUA); New buy: Chevron CORP (CVX); Sold out: Invesco S&p 500 Revenue ETF (RWL).

Position changes disclosed by OakTrust Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JPLDJpmorgan LTD Duration ETF+1.9%+35.10%Add
2CGDVCap Group Dividend Value+0.8%+101.56%Add
3SPHQInvesco S&p 500 Quality ETF+0.6%+13.38%Add
4SPYSs Spdr S&p 500 ETF Trust-us+0.4%+14.52%Add
5DIVOAmplify Cwp Enhan Divid ETF+0.4%+10.85%Add
6XOMExxon Mobil CORP+0.3%-0.50%Trim
7SDVYFirst Trust Smid Cap Rising+0.2%+9.06%Add
8COWZPacer US Cash Cows 100 ETF+0.2%+3.35%Add
9NEARIshares Sh Dba ETF Usd INC+0.2%+4.76%Add
10FBNDFidelity Total Bond ETF+0.2%+6.11%Add
11BILSSs Spdrb B 3-12m T-bill ETF+0.2%+6.68%Add
12SGOVIshares 0-3 Month Treasury B+0.2%+29.70%Add
13SPTSSs Spdr P St Term Tsy ETF+0.2%+2.90%Add
14ALLWState Street Brgwtr All Wthr+0.1%+24.19%Add
15CGMSCap Group US Multi-sect Bond+0.1%+5.44%Add
16ULSTSs Ultra Short Tm Bond ETF+0.1%+22.25%Add
17XLESs Energy Select Sector+0.1%+0.21%Add
18PYLDPimco Multisector Bond Actv+0.1%+33.84%Add
19FDLFirst Trust Morn Dvd Lead In+0.1%+0.60%Add
20BILSs Spdr Bb 1-3m T-bill ETF+0.1%+2.50%Add
21XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+5.79%Add
22AVUVAvantis US Small Cap Value+0.1%+0.05%Add
23HDVIshares Core High Dividend E0%Unchanged
24MOATVaneck Morningstar Wide Moat0%+12.06%Add
25AAPLApple INC0%-2.53%Trim
26JPMJpmorgan Chase & Co0%Unchanged
27VIGVanguard Dividend Apprec ETF0%Unchanged
28SPDWSte Str Spdr Pt Dw EU ETF-0.1%-12.43%Trim
29AXPAmerican Express Co-0.1%-0.67%Trim
30VVisa Inc-class A Shares-0.1%-10.01%Trim
31IBMIntl Business Machines CORP-0.1%-2.35%Trim
32CMECme Group INC-0.1%-26.18%Trim
33SPYVSs Spdr P S&p 500 Value ETF-0.1%-12.24%Trim
34IBITIshares Bitcoin Trust ETF-0.1%+5.49%Add
35VTIVanguard Total Stock Mkt ETF-0.1%-0.96%Trim
36MSFTMicrosoft CORP-0.1%+12.51%Add
37GLDMSpdr Gold Minishares Trust-0.3%-11.50%Trim
38GBTCGrayscale Bitcoin Trust ETF-0.3%Unchanged
39USFRWisdomtree Floating Rate Tre-0.4%-10.83%Trim
40CGBLCap Group Core Balanced-0.5%-49.64%Trim
41DGRWWisdomtree U.s. Quality Divi-0.9%-40.79%Trim
42JPSTJpmorgan Ultra-short Income-1.8%-34.40%Trim
43MINTPimco Enhanced Short MaturitEXITSold out
44EQWLInvesco S&p 100 Equal WeightEXITSold out
45JQUAJpmorgan US Quality FactorEXITSold out
46CVXChevron CORPNEWNew buy
47RWLInvesco S&p 500 Revenue ETFEXITSold out
48WMTWalmart INCNEWNew buy
49MUNIPimco Intermediate MunicipalNEWNew buy
50AMGNAmgen INCNEWNew buy

FAQ

What is OakTrust Wealth Advisors, LLC and what type of investor is it?
OakTrust Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $109.8M, spread across 68 disclosed positions.
What are OakTrust Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, OakTrust Wealth Advisors, LLC's top holdings by market value are: 1. Ss Spdr P St Term Tsy ETF (SPTS) — $14.5M (13.2%) 2. Jpmorgan LTD Duration ETF (JPLD) — $8.6M (7.8%) 3. Ishares Sh Dba ETF Usd INC (NEAR) — $7.5M (6.8%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $6.5M (5.9%) 5. Fidelity Total Bond ETF (FBND) — $5.9M (5.4%)
What changes did OakTrust Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, OakTrust Wealth Advisors, LLC made 46 notable position adjustments: 4 new positions were initiated, 24 existing holdings were added to, 14 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Pimco Enhanced Short Maturit (MINT); Sold out: Invesco S&p 100 Equal Weight (EQWL); Sold out: Jpmorgan US Quality Factor (JQUA); New buy: Chevron CORP (CVX); Sold out: Invesco S&p 500 Revenue ETF (RWL)
What sectors does OakTrust Wealth Advisors, LLC focus on?
OakTrust Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 27.9% • Energy: 25.9% • Information Technology: 21.6% • Industrials: 9.3% • Consumer Discretionary: 8.2% • Consumer Staples: 3.7%