Fund Universe

Oak Barrel Wealth Advisory LLC

CIK 0002116315 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.437
AUM ($M)
226
Positions
86
Turnover
0.16
Top-10 wt
71%
Herfindahl
0.132
History (qtrs)
2
Excess Return

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Quarter
Activity this period
Security type

Holdings · 86 positions · portfolio value $226M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
PVAL funds › PUTNAM ETF TRUST NEW 32.5% +32.5% 73.5 1,442,912 +1,442,912 1
IVV funds › ISHARES TR NEW 11.4% +11.4% 25.8 34,503 +34,503 1
JTEK funds › J P MORGAN EXCHANGE TRADED F NEW 5.9% +5.9% 13.5 120,621 +120,621 1
BAI funds › BLACKROCK ETF TRUST NEW 5.9% +5.9% 13.3 252,580 +252,580 1
JIVE funds › J P MORGAN EXCHANGE TRADED F NEW 4.7% +4.7% 10.7 116,833 +116,833 1
GSEW funds › GOLDMAN SACHS ETF TR NEW 3.6% +3.6% 8.2 86,937 +86,937 1
IXN funds › ISHARES TR NEW 2.5% +2.5% 5.6 38,569 +38,569 1
AAPL funds › APPLE INC NEW 2.2% +2.2% 4.9 16,971 +16,971 1
DGRO funds › ISHARES TR NEW 1.5% +1.5% 3.4 44,468 +44,468 1
IYW funds › ISHARES TR NEW 1.3% +1.3% 2.9 11,580 +11,580 1
MSFT funds › MICROSOFT CORP NEW 1.3% +1.3% 2.9 7,786 +7,786 1
USMV funds › ISHARES TR NEW 1.2% +1.2% 2.7 27,874 +27,874 1
AMZN funds › AMAZON COM INC NEW 1.1% +1.1% 2.6 10,816 +10,816 1
NVDA funds › NVIDIA CORPORATION NEW 1.1% +1.1% 2.5 12,252 +12,252 1
JCPB funds › J P MORGAN EXCHANGE TRADED F NEW 1.0% +1.0% 2.4 50,149 +50,149 1
ITOT funds › ISHARES TR NEW 0.9% +0.9% 2.1 12,959 +12,959 1
ESGU funds › ISHARES TR NEW 0.9% +0.9% 2.0 12,048 +12,048 1
GOOGL funds › ALPHABET INC NEW 0.8% +0.8% 1.9 5,377 +5,377 1
JPM funds › JPMORGAN CHASE & CO NEW 0.8% +0.8% 1.9 5,865 +5,865 1
IWD funds › ISHARES TR NEW 0.8% +0.8% 1.9 7,738 +7,738 1
GOOG funds › ALPHABET INC NEW 0.8% +0.8% 1.9 5,256 +5,256 1
IEFA funds › ISHARES TR NEW 0.8% +0.8% 1.8 18,435 +18,435 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW 0.8% +0.8% 1.7 3,458 +3,458 1
VTI funds › VANGUARD INDEX FDS NEW 0.7% +0.7% 1.6 4,340 +4,340 1
JFLX funds › J P MORGAN EXCHANGE TRADED F NEW 0.6% +0.6% 1.5 28,953 +28,953 1
CUSIP:30231G102 funds › EXXON MOBIL CORP NEW 0.6% +0.6% 1.3 9,868 +9,868 1
VGT funds › VANGUARD WORLD FD NEW 0.6% +0.6% 1.3 11,139 +11,139 1
IWM funds › ISHARES TR NEW 0.5% +0.5% 1.2 3,974 +3,974 1
QQQ funds › INVESCO QQQ TR NEW 0.5% +0.5% 1.1 1,489 +1,489 1
SOXX funds › ISHARES TR NEW 0.5% +0.5% 1.1 1,692 +1,692 1
META funds › META PLATFORMS INC NEW 0.5% +0.5% 1.1 1,886 +1,886 1
VO funds › VANGUARD INDEX FDS NEW 0.5% +0.5% 1.0 13,021 +13,021 1
JNJ funds › JOHNSON & JOHNSON NEW 0.4% +0.4% 1.0 3,933 +3,933 1
QUAL funds › ISHARES TR NEW 0.4% +0.4% 0.9 4,273 +4,273 1
FLMI funds › FRANKLIN TEMPLETON ETF TR NEW 0.4% +0.4% 0.9 36,231 +36,231 1
CACI funds › CACI INTL INC NEW 0.4% +0.4% 0.9 1,839 +1,839 1
V funds › VISA INC NEW 0.4% +0.4% 0.8 2,449 +2,449 1
JAVA funds › J P MORGAN EXCHANGE TRADED F NEW 0.4% +0.4% 0.8 10,083 +10,083 1
VOO funds › VANGUARD INDEX FDS NEW 0.4% +0.4% 0.8 1,155 +1,155 1
IYF funds › ISHARES TR NEW 0.3% +0.3% 0.8 6,149 +6,149 1
MAR funds › MARRIOTT INTL INC NEW NEW 0.3% +0.3% 0.8 2,050 +2,050 1
AVGO funds › BROADCOM INC NEW 0.3% +0.3% 0.7 1,968 +1,968 1
IWO funds › ISHARES TR NEW 0.3% +0.3% 0.7 1,762 +1,762 1
DLN funds › WISDOMTREE TR NEW 0.3% +0.3% 0.6 6,744 +6,744 1
JGRO funds › J P MORGAN EXCHANGE TRADED F NEW 0.3% +0.3% 0.6 6,268 +6,268 1
IBIT funds › ISHARES BITCOIN TRUST ETF NEW 0.3% +0.3% 0.6 18,500 +18,500 1
IJH funds › ISHARES TR NEW 0.3% +0.3% 0.6 7,779 +7,779 1
TSLA funds › TESLA INC NEW 0.3% +0.3% 0.6 1,356 +1,356 1
AKRE funds › PROFESIONALLY MANAGED PORTFO NEW 0.3% +0.3% 0.6 10,714 +10,714 1
IWN funds › ISHARES TR NEW 0.3% +0.3% 0.6 2,568 +2,568 1
BAC funds › BANK OF AMER CORP NEW 0.2% +0.2% 0.5 9,582 +9,582 1
MOAT funds › VANECK ETF TRUST NEW 0.2% +0.2% 0.5 5,043 +5,043 1
VUG funds › VANGUARD INDEX FDS NEW 0.2% +0.2% 0.5 5,997 +5,997 1
MA funds › MASTERCARD INCORPORATED NEW 0.2% +0.2% 0.4 873 +873 1
JEPI funds › J P MORGAN EXCHANGE TRADED F NEW 0.2% +0.2% 0.4 7,929 +7,929 1
JPIE funds › J P MORGAN EXCHANGE TRADED F NEW 0.2% +0.2% 0.4 9,629 +9,629 1
IFRA funds › ISHARES TR NEW 0.2% +0.2% 0.4 6,901 +6,901 1
ORCL funds › ORACLE CORP NEW 0.2% +0.2% 0.4 2,937 +2,937 1
TFC funds › TRUIST FINL CORP NEW 0.2% +0.2% 0.4 8,354 +8,354 1
MSGS funds › MADISON SQUARE GRDN SPRT COR NEW 0.2% +0.2% 0.4 1,029 +1,029 1
HD funds › HOME DEPOT INC NEW 0.2% +0.2% 0.4 1,136 +1,136 1
EZBC funds › FRANKLIN TEMPLETON DIGITAL H NEW 0.2% +0.2% 0.4 11,441 +11,441 1
SPY funds › STATE STR SPDR S&P 500 ETF T NEW 0.2% +0.2% 0.4 498 +498 1
MO funds › ALTRIA GROUP INC NEW 0.1% +0.1% 0.3 4,368 +4,368 1
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.3 526 +526 1
DYNF funds › BLACKROCK ETF TRUST NEW 0.1% +0.1% 0.3 4,415 +4,415 1
PLTR funds › PALANTIR TECHNOLOGIES INC NEW 0.1% +0.1% 0.3 2,561 +2,561 1
IJR funds › ISHARES TR NEW 0.1% +0.1% 0.3 1,982 +1,982 1
ETN funds › EATON CORP PLC NEW 0.1% +0.1% 0.3 683 +683 1
CAT funds › CATERPILLAR INC NEW 0.1% +0.1% 0.3 273 +273 1
BX funds › BLACKSTONE INC NEW 0.1% +0.1% 0.3 2,458 +2,458 1
AAUC funds › ALLIED GOLD CORP NEW 0.1% +0.1% 0.3 11,900 +11,900 1
VWO funds › VANGUARD INTL EQUITY INDEX F NEW 0.1% +0.1% 0.3 4,702 +4,702 1
IAU funds › ISHARES GOLD TR NEW 0.1% +0.1% 0.3 3,686 +3,686 1
JPST funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 0.3 5,441 +5,441 1
VCR funds › VANGUARD WORLD FD NEW 0.1% +0.1% 0.3 686 +686 1
TWLO funds › TWILIO INC NEW 0.1% +0.1% 0.3 1,310 +1,310 1
KKR funds › KKR & CO INC NEW 0.1% +0.1% 0.3 2,754 +2,754 1
PEG funds › PUBLIC SVC ENTERPRISE GROUP NEW 0.1% +0.1% 0.3 3,084 +3,084 1
FVD funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 0.2 5,159 +5,159 1
CHD funds › CHURCH & DWIGHT CO INC NEW 0.1% +0.1% 0.2 2,525 +2,525 1
XLK funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.2 1,207 +1,207 1
JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 0.2 3,476 +3,476 1
PG funds › PROCTER & GAMBLE CO NEW 0.1% +0.1% 0.2 1,440 +1,440 1
IGM funds › ISHARES TR NEW 0.1% +0.1% 0.2 1,290 +1,290 1
COST funds › COSTCO WHOLESALE CORPORATION NEW 0.1% +0.1% 0.2 225 +225 1

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 226 86 0.00 71% 0.132 0.760 entered
2025Q4 167 79 0.00 64% 0.123 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status