Oaktrust Wealth Advisors, LLC - Q42025 Holdings

Oaktrust Wealth Advisors, LLC holds 68 stocks with a total portfolio value of $ 108.37M as of Q42025. In Q42025, Oaktrust Wealth Advisors, LLC added 68 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Spdr Series Trust (SPTS), representing 13.09% of the total portfolio.