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Home > Institutional Investor > Oak Harbor Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Oak Harbor Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 56,775 $35,605,306 8.55%
2.
Ishares Trust
 IEF 168,856 $16,865,337 4.05%
3.
Vanguard Index Fds - MID CAP ETF
 56,424 $16,375,373 3.93%
4.
Apple Inc.
 AAPL 57,236 $15,560,179 3.74%
5.
Ishares Trust
 VLUE 117,359 $10,498,936 2.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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