Oak Barrel Wealth Advisory LLC current holdings: USA Bonds: Convertible Notes
Oak Barrel Wealth Advisory LLC reported $0.00 billion in convertible notes that pay a coupon (listed in the US), 0 positions, in its Form 13F for the quarter ended 2026-06-30.
Form 13F-HR as filed (SEC CIK 2116315): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
No position of this class in the Form 13F-HR for the quarter ended 2026-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Penn Mutual Asset Management | United States | $0.167B | 12 |
| Crocodile Capital Partners GmbH | Germany | $0.167B | 15 |
| Magnolia Wealth Management, LLC | United States | $0.167B | 15 |
| Bluegrass Capital Partners LP | United States | $0.167B | 11 |
| PRENTISS SMITH & CO INC | United States | $0.167B | 65 |
| Bucket List Wealth Management, LLC | United States | $0.167B | 63 |
| Argo Wealth Advisory, LLC | United States | $0.167B | 52 |
| PRIMORIS WEALTH ADVISORS, LLC | United States | $0.167B | 111 |
| Tenzing Global Management, LLC | United States | $0.167B | 16 |
| White Wing Wealth Management | United States | $0.168B | 35 |