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Value $
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$130M
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Signature - Title
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Neil Mahoney - Senior Consultant
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Location
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Northbrook, IL
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Summary
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This page shows a list of all the recent 13F filings made by Oak Wealth Advisors LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Oak Wealth Advisors LLC reported 59 stock holdings with total value $130M as of Q4 2024. Top holdings included AVUS, IVV, AVDE, DFAI, and AVUV.