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Manager record

Oak Barrel Wealth Advisory LLC

Reston, VA · CIK 2116315 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$226.45MReported 13F valueQ2 2026 · as filed
86Holdings listed
+35.4%vs prior quartervalue change includes market moves
2Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $167.3M$167.3MQ4 202579 holdingsQ2 2026: $226.5M$226.5MQ2 202686 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$226.45M · 86 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q4 2025

$167.30M · 79 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology