Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056728

Oak Wealth Advisors LLC

NORTHBROOK, IL · File #028-25230

Latest AUM
$174.2M
Positions
60
Top-10 Concentration
76.0%
Filings
5

Sector Allocation

Technology
1.8%$3.1M
Financials
0.5%$819,844
Healthcare
0.3%$478,233
Utilities
0.1%$219,498

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072703300,172$24.7M14.40%
2AMERICAN CENTY ETF TR025072885211,589$23.7M13.78%
3ISHARES TR46428720029,593$20.3M11.81%
4DIMENSIONAL ETF TRUST25434V203407,982$15.5M9.06%
5DIMENSIONAL ETF TRUST25434V104221,356$10.4M6.04%
6AMERICAN CENTY ETF TR025072604121,615$9.4M5.46%
7AMERICAN CENTY ETF TR02507287777,925$7.9M4.63%
8J P MORGAN EXCHANGE TRADED F46654Q724106,203$7.1M4.11%
9AMERICAN CENTY ETF TR02507280262,035$5.8M3.40%
10VANGUARD BD INDEX FDS92193783576,743$5.7M3.31%
11DIMENSIONAL ETF TRUST25434V40173,161$5.4M3.16%
12DIMENSIONAL ETF TRUST25434V81587,479$2.9M1.68%
13PIMCO ETF TR72201R58594,560$2.5M1.47%
14DIMENSIONAL ETF TRUST25434V30265,579$2.1M1.24%
15VANGUARD MUN BD FDS92290773817,393$1.8M1.02%
16VANGUARD MUN BD FDS92290774631,061$1.6M0.91%
17VANGUARD INDEX FDS9229087515,294$1.4M0.80%
18SPDR S&P 500 ETF TRSPY1,818$1.2M0.72%
19ISHARES TR46428841411,235$1.2M0.70%
20AMERICAN CENTY ETF TR02507217416,292$1.2M0.70%