Oak Barrel Wealth Advisory LLC has released its latest 13F report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions in the financial advisory sector.

According to the filing, Oak Barrel Wealth Advisory reported total holdings valued at approximately $232.3 million, with a total of 84 different positions. The report was filed on November 5, 2026, and highlights a strong focus on technology and consumer sectors, with substantial investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc.

Background

Oak Barrel Wealth Advisory LLC is a financial advisory firm based in Reston, Virginia. The firm is categorized under the 'other' entity type and operates without a specific SIC code listed in the filings. The company has been active in filing various reports with the SEC, including multiple 13F-HR filings throughout 2026, indicating a consistent approach to reporting its investment activities.

What the Filing Says

The 13F filing reveals that Oak Barrel Wealth Advisory holds significant shares in various high-profile companies. For example, the firm has reported owning 17,051 shares of Apple Inc., valued at approximately $5.68 million, and 10,876 shares of Amazon.com Inc., valued at about $2.71 million. These figures illustrate the firm’s commitment to investing in leading technology firms, which are often viewed as growth drivers in the market.

Impact

This update may affect various stakeholders, including clients of Oak Barrel Wealth Advisory who rely on the firm’s expertise in navigating investment opportunities. Additionally, competitors in the wealth management sector will likely analyze these holdings to gauge market trends and client preferences. The emphasis on technology stocks may reflect broader industry trends towards digital transformation and innovation.

What's Next

The filing does not specify what happens next for Oak Barrel Wealth Advisory LLC. However, stakeholders can expect continued updates as the firm adjusts its portfolio in response to market conditions and investment opportunities.

For further details, the complete filing can be accessed through the SEC's EDGAR database under accession number 0001951757-26-001816.