Oak Barrel Wealth Advisory LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 1 quarter from 2025-12-31 to 2026-06-30, Oak Barrel Wealth Advisory LLC opened 6 positions, added to 17, reduced 8 and sold out of 2.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 4,478.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 10,861.
- Q2 2026: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 5,036.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 10,328.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2116315), 1 quarter: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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