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Portfolio (Quarterly) Guide ↗

OAK HARBOR WEALTH PARTNERS, LLC

· CIK 0001912040
13F Portfolio $416M AUM 278 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 92 Added 72 Reduced 12 Exited
Page 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD INDEX FDS 56,424.0 $16.4M 3.93% +650.0 +1.2% $290.22 -73.3%
2 MSFT MICROSOFT CORP Technology 13,643.0 $6.6M 1.58% +151.0 +1.1% $483.62 -13.3%
3 DFAI DIMENSIONAL ETF TRUST 167,127.0 $6.4M 1.53% +4K +2.6% $38.11 +9.1%
4 V VISA INC Financial Services 17,044.0 $6.0M 1.44% +145.0 +0.9% $350.71 -5.7%
5 IWM ISHARES TR 22,103.0 $5.4M 1.31% +693.0 +3.2% $246.16 +14.8%
6 AMZN AMAZON COM INC Consumer Cyclical 23,379.0 $5.4M 1.30% +211.0 +0.9% $230.82 +16.3%
7 HELO J P MORGAN EXCHANGE TRADED F 73,363.0 $4.9M 1.17% +2K +2.5% $66.43 +2.0%
8 DFAS DIMENSIONAL ETF TRUST 67,516.0 $4.7M 1.13% +3K +4.8% $69.67 +10.3%
9 ABT ABBOTT LABS Healthcare 34,397.0 $4.3M 1.03% +219.0 +0.6% $125.29 -29.9%
10 MCD MCDONALDS CORP Consumer Cyclical 13,362.0 $4.1M 0.98% +200.0 +1.5% $305.63 -7.0%
11 DE DEERE & CO Industrials 7,684.0 $3.6M 0.86% +268.0 +3.6% $465.57 +14.1%
12 VEA VANGUARD TAX-MANAGED FDS 53,696.0 $3.4M 0.81% +13K +32.5% $62.47 +13.2%
13 JEPI J P MORGAN EXCHANGE TRADED F 48,794.0 $2.8M 0.67% +2K +4.0% $57.24 -2.0%
14 DFAE DIMENSIONAL ETF TRUST 84,762.0 $2.8M 0.66% +2K +2.7% $32.57 +19.8%
15 SO SOUTHERN CO Utilities 28,363.0 $2.5M 0.59% +963.0 +3.5% $87.20 +7.4%
16 BND VANGUARD BD INDEX FDS 29,813.0 $2.2M 0.53% +9K +44.5% $74.07 -1.5%
17 SPY SPDR S&P 500 ETF TR Financial Services 3,187.0 $2.2M 0.52% +320.0 +11.2% $681.92 +8.9%
18 CSCO CISCO SYS INC Technology 27,848.0 $2.1M 0.52% +157.0 +0.6% $77.03 +53.4%
19 SYK STRYKER CORPORATION Healthcare 5,945.0 $2.1M 0.50% +135.0 +2.3% $351.47 -8.5%
20 MDT MEDTRONIC PLC Healthcare 20,708.0 $2.0M 0.48% +148.0 +0.7% $96.06 -18.6%
Page 1 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.9%
Financial Services 20.7%
Healthcare 13.8%
Industrials 13.3%
Consumer Defensive 10.2%
Consumer Cyclical 7.6%
Communication Services 6.8%
Utilities 2.7%
Energy 2.6%
Basic Materials 1.0%