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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 11 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MMT MFS MULTIMARKET INCOME TR Financial Services 29,062.0 $135K 0.03% $4.65 -3.4%
202 VGLT VANGUARD SCOTTSDALE FDS 2,266.0 $126K 0.03% NEW $55.80 -3.4%
203 SMH VANECK ETF TRUST 350.0 $126K 0.03% $360.13 +57.6%
204 JMUB J P MORGAN EXCHANGE TRADED F 2,484.0 $125K 0.03% NEW $50.50 -1.1%
205 IWS ISHARES TR 862.0 $122K 0.03% $141.05 +11.7%
206 BBUS J P MORGAN EXCHANGE TRADED F 932.0 $115K 0.03% NEW $123.31 +8.5%
207 XLF SELECT SECTOR SPDR TR 1,944.0 $106K 0.03% $54.77 -5.6%
208 SCHF SCHWAB STRATEGIC TR 4,299.0 $103K 0.03% +4K +1956.9% $24.04 +13.8%
209 GDX VANECK ETF TRUST 1,167.0 $100K 0.02% $85.77 +0.3%
210 EMB ISHARES TR 884.0 $85K 0.02% -8.0 -0.9% $96.28 -1.3%
211 PWV INVESCO EXCHANGE TRADED FD T 1,175.0 $78K 0.02% $66.52 +11.3%
212 IWB ISHARES TR 205.0 $77K 0.02% +27.0 +15.2% $373.44 +8.4%
213 OEF ISHARES TR 217.0 $74K 0.02% $342.97 +8.0%
214 VOT VANGUARD INDEX FDS 259.0 $72K 0.02% $279.14 +3.5%
215 IYW ISHARES TR 344.0 $69K 0.02% -50.0 -12.7% $199.68 +20.2%
216 ACWX ISHARES TR 1,000.0 $67K 0.02% $67.13 +12.2%
217 IVE ISHARES TR 271.0 $57K 0.01% $212.07 +6.6%
218 SPYX SPDR SERIES TRUST 999.0 $56K 0.01% NEW $56.21 +8.1%
219 IVW ISHARES TR 445.0 $55K 0.01% -52.0 -10.5% $123.26 +10.8%
220 RPG INVESCO EXCHANGE TRADED FD T 1,168.0 $55K 0.01% -163.0 -12.2% $46.67 +23.5%
Page 11 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%