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Home > Institutional Investor > Oak Harbor Wealth Partners, Llc > Profile

Instuitional Investor - Oak Harbor Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Oak Harbor Wealth Partners, Llc
Portfolio Value $269,160,188
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 48,170 $16,041,573 5.96%
2.
Caterpillar Inc
 CAT 15,633 $12,675,147 4.71%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 16,056 $11,253,212 4.18%
4.
Alphabet Inc.
 GOOGL 26,193 $8,925,003 3.32%
5.
Lincoln National Corp
 LNC 219,565 $8,839,687 3.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.