Oaktrust Wealth Advisors, LLC - Q12026 Holdings

Oaktrust Wealth Advisors, LLC holds 68 stocks with a total portfolio value of $ 109.85M as of Q12026. In Q12026, Oaktrust Wealth Advisors, LLC added 4 new positions, increased stakes in 30 stocks, reduced 21 holdings, and fully exited 4 positions. The largest holding is Spdr Series Trust (SPTS), representing 13.24% of the total portfolio.