Oakhurst, CACIK 16009444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 305.8K | $102.52M | 32.4% | −5.3K | Reduced |
| 2 | Vanguard Star Fds | 722.4K | $54.50M | 17.2% | −10.4K | Reduced |
| 3 | Invesco Qqq Tr | 37.9K | $23.30M | 7.4% | −1.0K | Reduced |
| 4 | Vanguard Index Fds |
| 72.6K |
| $18.72M |
| 5.9% |
| +643 |
| Added |
| 5 | Spdr Series Trust | 680.1K | $16.10M | 5.1% | +20.7K | Added |
| 6 | J P Morgan Exchange Traded F | 194.6K | $11.82M | 3.7% | +1.2K | Added |
| 7 | Ishares Tr | 113.5K | $10.47M | 3.3% | −2.1K | Reduced |
| 8 | Invesco Exch Traded Fd Tr II | 308.7K | $6.48M | 2.1% | +10.3K | Added |
| 9 | Spdr Series Trust | 245.2K | $6.21M | 2.0% | +7.3K | Added |
| 10 | Microsoft Corp | 12.6K | $6.09M | 1.9% | +11 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio