CIK 1912040
OAK HARBOR WEALTH PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
277
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 277
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MMT | MFS MULTIMARKET INCOME TR | 29K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 350 | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| IWS | ISHARES TR | 862 | $100K–$500K | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 932 | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| EMB | ISHARES TR | 884 | $50K–$100K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 1K | $50K–$100K | SH |
| IWB | ISHARES TR | 205 | $50K–$100K | SH |
| OEF | ISHARES TR | 217 | $50K–$100K | SH |
| VOT | VANGUARD INDEX FDS | 259 | $50K–$100K | SH |
| IYW | ISHARES TR | 344 | $50K–$100K | SH |
| ACWX | ISHARES TR | 1K | $50K–$100K | SH |
| IVE | ISHARES TR | 271 | $50K–$100K | SH |
| SPYX | SPDR SERIES TRUST | 999 | $50K–$100K | SH |
| IVW | ISHARES TR | 445 | $50K–$100K | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 1K | $50K–$100K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 909 | $50K–$100K | SH |
| GSUS | GOLDMAN SACHS ETF TR | 536 | $50K–$100K | SH |
| SCHM | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 570 | $15K–$50K | SH |
| VXF | VANGUARD INDEX FDS | 200 | $15K–$50K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 763 | $15K–$50K | SH |
| IBDT | ISHARES TR | 1K | $15K–$50K | SH |
| SCHA | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 461 | $15K–$50K | SH |
| IBB | ISHARES TR | 193 | $15K–$50K | SH |
| SCHE | SCHWAB STRATEGIC TR | 964 | $15K–$50K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 208 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 640 | $15K–$50K | SH |
| XLB | SELECT SECTOR SPDR TR | 600 | $15K–$50K | SH |
| SLYV | SPDR SERIES TRUST | 270 | $15K–$50K | SH |
| VBK | VANGUARD INDEX FDS | 80 | $15K–$50K | SH |
| JGLO | J P MORGAN EXCHANGE TRADED F | 337 | $15K–$50K | SH |
| SCHC | SCHWAB STRATEGIC TR | 448 | $15K–$50K | SH |
| GIGB | GOLDMAN SACHS ETF TR | 441 | $15K–$50K | SH |
| SCHH | SCHWAB STRATEGIC TR | 942 | $15K–$50K | SH |
| IHE | ISHARES TR | 210 | $15K–$50K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 739 | $15K–$50K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 268 | $15K–$50K | SH |
| IJT | ISHARES TR | 112 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 100 | $15K–$50K | SH |
| SPSB | SPDR SERIES TRUST | 484 | $1K–$15K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 269 | $1K–$15K | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 271 | $1K–$15K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 86 | $1K–$15K | SH |
| IJS | ISHARES TR | 100 | $1K–$15K | SH |