OAK HARBOR WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 416,457
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 278 | 416,457 | 13F-HR | OAK HARBOR WEALTH PARTNERS, LLC |
| Q3 2025 | 11/4/2025 | 255 | 404,804 | 13F-HR | OAK HARBOR WEALTH PARTNERS, LLC |
| Q2 2025 | 7/31/2025 | 249 | 370,128 | 13F-HR | OAK HARBOR WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 326.9 K | 78.5% | 9.494 K | 0 | 9.494 K |
| ETFs | 86.95 K | 20.9% | 2.031 K | 0 | 2.031 K |
| Debt | 393 | 0.1% | 46 | 0 | 46 |
| Other | 2.16 K | 0.5% | 78 | 0 | 78 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
416,457
Holdings
278
QoQ value change ($000)
11,653
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.