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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 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MO ALTRIA GROUP INC Consumer Defensive 4,168.0 $240K 0.06% -807.0 -16.2% $57.66 +27.8%
182 EUSA ISHARES INC 2,306.0 $238K 0.06% $103.37 +6.3%
183 SWKS SKYWORKS SOLUTIONS INC Technology 3,650.0 $231K 0.06% $63.41 +17.3%
184 INTC INTEL CORP Technology 6,262.0 $231K 0.06% $36.90 +221.1%
185 XLV SELECT SECTOR SPDR TR 1,470.0 $228K 0.06% +108.0 +7.9% $154.80 -4.3%
186 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 6,740.0 $225K 0.05% $33.37 +3.7%
187 RJF RAYMOND JAMES FINL INC Financial Services 1,366.0 $219K 0.05% -34.0 -2.4% $160.59 -5.3%
188 PSX PHILLIPS 66 Energy 1,677.0 $216K 0.05% +18.0 +1.1% $129.04 +39.0%
189 CANADIAN PACIFIC KANSAS CITY 2,891.0 $213K 0.05% $73.63
190 DOW DOW INC Basic Materials 8,841.0 $207K 0.05% -954.0 -9.7% $23.38 +53.6%
191 SNOW SNOWFLAKE INC Technology 936.0 $205K 0.05% -139.0 -12.9% $219.36 -23.9%
192 TXN TEXAS INSTRS INC Technology 1,179.0 $205K 0.05% +67.0 +6.0% $173.49 +75.7%
193 IBDR ISHARES TR 8,338.0 $202K 0.05% NEW $24.23 -0.0%
194 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 21,139.0 $200K 0.05% $9.48 -3.6%
195 SCHX SCHWAB STRATEGIC TR 7,441.0 $200K 0.05% +7K +1933.1% $26.91 +8.5%
196 SHY ISHARES TR 2,299.0 $190K 0.05% $82.82 -0.8%
197 IBDS ISHARES TR 7,242.0 $176K 0.04% +389.0 +5.7% $24.28 -0.3%
198 XLY SELECT SECTOR SPDR TR 1,466.0 $175K 0.04% +809.0 +123.1% $119.41 -0.6%
199 SDY SPDR SERIES TRUST 1,214.0 $169K 0.04% $139.16 +6.9%
200 VCIT VANGUARD SCOTTSDALE FDS 1,625.0 $136K 0.03% NEW $83.75 -1.9%
Page 10 of 14  ·  278 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%