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Asset Manager ← All Institutions

Oak Barrel Wealth Advisory LLC

Q2 2026 · Filed 2026-08-07

Market Value

$226M

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

71.5%

Turnover

100.0%

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	30	$60M	26.6%
Large Cap	38	$47M	20.8%
Mid Cap	15	$109M	48.2%
Small Cap	3	$10M	4.4%

Portfolio Analytics

Avg Market Cap

$555.6B

Median Market Cap

$78.9B

Avg P/E

42.4

Median P/E

27.1

Avg Dividend Yield

0.01%

Avg Beta

1.06

# Stocks

# ETFs / Funds

Top Holdings (86 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	PVAL	32.46%	1,442,912	$74M	$50.95	—	+1,442,912	—	NEW
2	IVV	11.41%	34,503	$26M	$748.89	—	+34,503	—	NEW
3	JTEK	5.94%	120,621	$13M	$111.55	—	+120,621	—	NEW
4	BAI	5.88%	252,580	$13M	$52.72	—	+252,580	—	NEW
5	JIVE	4.74%	116,833	$11M	$91.95	—	+116,833	—	NEW
6	GSEW	3.62%	86,937	$8M	$94.42	—	+86,937	—	NEW
7	IXN	2.46%	38,569	$6M	$144.48	—	+38,569	—	NEW
8	AAPL	2.17%	16,971	$5M	$289.36	—	+16,971	—	NEW
9	DGRO	1.49%	44,468	$3M	$75.79	—	+44,468	—	NEW
10	IYW	1.29%	11,580	$3M	$252.24	—	+11,580	—	NEW
11	MSFT	1.28%	7,786	$3M	$373.03	—	+7,786	—	NEW
12	USMV	1.19%	27,874	$3M	$96.46	—	+27,874	—	NEW
13	AMZN	1.14%	10,816	$3M	$238.34	—	+10,816	—	NEW
14	NVDA	1.08%	12,252	$2M	$200.09	—	+12,252	—	NEW
15	JCPB	1.04%	50,149	$2M	$46.94	—	+50,149	—	NEW
16	ITOT	0.94%	12,959	$2M	$164.27	—	+12,959	—	NEW
17	ESGU	0.87%	12,048	$2M	$163.67	—	+12,048	—	NEW
18	GOOGL	0.85%	5,377	$2M	$357.37	—	+5,377	—	NEW
19	JPM	0.85%	5,865	$2M	$327.35	—	+5,865	—	NEW
20	IWD	0.83%	7,738	$2M	$242.44	—	+7,738	—	NEW
21	GOOG	0.82%	5,256	$2M	$353.31	—	+5,256	—	NEW
22	IEFA	0.79%	18,435	$2M	$96.58	—	+18,435	—	NEW
23	BRK-B	0.76%	3,458	$2M	$500.39	—	+3,458	—	NEW
24	VTI	0.71%	4,340	$2M	$370.05	—	+4,340	—	NEW
25	JFLX	0.64%	28,953	$1M	$50.40	—	+28,953	—	NEW
26	XONA.DE	0.60%	9,868	$1M	$136.73	—	+9,868	—	NEW
27	VGT	0.59%	11,139	$1M	$119.52	—	+11,139	—	NEW
28	IWM	0.53%	3,974	$1M	$300.44	—	+3,974	—	NEW
29	QQQ	0.48%	1,489	$1M	$736.17	—	+1,489	—	NEW
30	SOXX	0.48%	1,692	$1M	$640.70	—	+1,692	—	NEW
31	META	0.47%	1,886	$1M	$563.29	—	+1,886	—	NEW
32	VO	0.46%	13,021	$1M	$80.57	—	+13,021	—	NEW
33	JNJ	0.44%	3,933	$999K	$253.96	—	+3,933	—	NEW
34	QUAL	0.41%	4,273	$938K	$219.45	—	+4,273	—	NEW
35	FLMI	0.40%	36,231	$912K	$25.17	—	+36,231	—	NEW
36	CACI	0.38%	1,839	$852K	$463.26	—	+1,839	—	NEW
37	V	0.37%	2,449	$840K	$343.04	—	+2,449	—	NEW
38	JAVA	0.35%	10,083	$801K	$79.41	—	+10,083	—	NEW
39	VOO	0.35%	1,155	$793K	$687.01	—	+1,155	—	NEW
40	IYF	0.35%	6,149	$784K	$127.51	—	+6,149	—	NEW
41	MAR	0.34%	2,050	$760K	$370.50	—	+2,050	—	NEW
42	AVGO	0.33%	1,968	$743K	$377.78	—	+1,968	—	NEW
43	IWO	0.31%	1,762	$694K	$394.05	—	+1,762	—	NEW
44	DLN	0.29%	6,744	$650K	$96.32	—	+6,744	—	NEW
45	JGRO	0.27%	6,268	$618K	$98.60	—	+6,268	—	NEW
46	IBIT	0.27%	18,500	$616K	$33.29	—	+18,500	—	NEW
47	IJH	0.26%	7,779	$600K	$77.11	—	+7,779	—	NEW
48	TSLA	0.25%	1,356	$570K	$420.60	—	+1,356	—	NEW
49	AKRE	0.25%	10,714	$570K	$53.19	—	+10,714	—	NEW
50	IWN	0.25%	2,568	$568K	$221.21	—	+2,568	—	NEW
51	BAC	0.24%	9,582	$546K	$56.98	—	+9,582	—	NEW
52	MOAT	0.23%	5,043	$524K	$103.97	—	+5,043	—	NEW
53	VUG	0.23%	5,997	$517K	$86.14	—	+5,997	—	NEW
54	MA	0.20%	873	$448K	$513.43	—	+873	—	NEW
55	JEPI	0.20%	7,929	$448K	$56.48	—	+7,929	—	NEW
56	JPIE	0.20%	9,629	$443K	$46.05	—	+9,629	—	NEW
57	IFRA	0.19%	6,901	$435K	$63.04	—	+6,901	—	NEW
58	ORCL	0.19%	2,937	$430K	$146.56	—	+2,937	—	NEW
59	TFC	0.18%	8,354	$416K	$49.82	—	+8,354	—	NEW
60	MSGS	0.18%	1,029	$414K	$401.96	—	+1,029	—	NEW
61	HD	0.18%	1,136	$401K	$352.60	—	+1,136	—	NEW
62	EZBC	0.17%	11,441	$388K	$33.91	—	+11,441	—	NEW
63	SPY	0.16%	498	$372K	$746.85	—	+498	—	NEW
64	MO	0.14%	4,368	$314K	$71.96	—	+4,368	—	NEW
65	AMD	0.13%	526	$306K	$580.91	—	+526	—	NEW
66	DYNF	0.13%	4,415	$300K	$68.01	—	+4,415	—	NEW
67	PLTR	0.13%	2,561	$299K	$116.67	—	+2,561	—	NEW
68	IJR	0.13%	1,982	$294K	$148.30	—	+1,982	—	NEW
69	ETN	0.13%	683	$291K	$425.94	—	+683	—	NEW
70	CAT	0.13%	273	$291K	$1,064.90	—	+273	—	NEW
71	BX	0.13%	2,458	$289K	$117.67	—	+2,458	—	NEW
72	AAUC	0.12%	11,900	$283K	$23.78	—	+11,900	—	NEW
73	VWO	0.12%	4,702	$281K	$59.69	—	+4,702	—	NEW
74	IAU	0.12%	3,686	$278K	$75.51	—	+3,686	—	NEW
75	JPST	0.12%	5,441	$275K	$50.57	—	+5,441	—	NEW
76	VCR	0.12%	686	$272K	$396.61	—	+686	—	NEW
77	TWLO	0.12%	1,310	$270K	$206.33	—	+1,310	—	NEW
78	KKR	0.11%	2,754	$253K	$91.79	—	+2,754	—	NEW
79	PEG	0.11%	3,084	$250K	$81.16	—	+3,084	—	NEW
80	FVD	0.11%	5,159	$249K	$48.18	—	+5,159	—	NEW
81	CHD	0.11%	2,525	$245K	$96.88	—	+2,525	—	NEW
82	XLK	0.10%	1,207	$230K	$190.58	—	+1,207	—	NEW
83	JEPQ	0.09%	3,476	$214K	$61.46	—	+3,476	—	NEW
84	PG	0.09%	1,440	$211K	$146.65	—	+1,440	—	NEW
85	IGM	0.09%	1,290	$211K	$163.58	—	+1,290	—	NEW
86	COST	0.09%	225	$211K	$937.28	—	+225	—	NEW

New Positions

Symbol	Value	% Port
PVAL	$74M	32.46%
IVV	$26M	11.41%
JTEK	$13M	5.94%
BAI	$13M	5.88%
JIVE	$11M	4.74%
GSEW	$8M	3.62%
IXN	$6M	2.46%
AAPL	$5M	2.17%
DGRO	$3M	1.49%
IYW	$3M	1.29%
MSFT	$3M	1.28%
USMV	$3M	1.19%
AMZN	$3M	1.14%
NVDA	$2M	1.08%
JCPB	$2M	1.04%

View SEC EDGAR Filings for Oak Barrel Wealth Advisory LLC →