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 251–277 of 277
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEMA | J P MORGAN EXCHANGE TRADED F | 229 | $1K–$15K | SH |
| ESGU | ISHARES TR | 66 | $1K–$15K | SH |
| QUAL | ISHARES TR | 48 | $1K–$15K | SH |
| GTIP | GOLDMAN SACHS ETF TR | 193 | $1K–$15K | SH |
| MMTM | SPDR SERIES TRUST | 28 | $1K–$15K | SH |
| ESGD | ISHARES TR | 85 | $1K–$15K | SH |
| MTUM | ISHARES TR | 31 | $1K–$15K | SH |
| NLR | VANECK ETF TRUST | 61 | $1K–$15K | SH |
| BBHY | J P MORGAN EXCHANGE TRADED F | 159 | $1K–$15K | SH |
| JIVE | J P MORGAN EXCHANGE TRADED F | 92 | $1K–$15K | SH |
| ESGE | ISHARES INC | 165 | $1K–$15K | SH |
| JIG | J P MORGAN EXCHANGE TRADED F | 99 | $1K–$15K | SH |
| SPTL | SPDR SERIES TRUST | 236 | $1K–$15K | SH |
| TLH | ISHARES TR | 50 | $1K–$15K | SH |
| MSN | EMERSON RADIO CORP | 10K | $1K–$15K | SH |
| EFV | ISHARES TR | 44 | $1K–$15K | SH |
| FNDE | SCHWAB STRATEGIC TR | 71 | $1K–$15K | SH |
| LQD | ISHARES TR | 23 | $1K–$15K | SH |
| SCHO | SCHWAB STRATEGIC TR | 86 | $1K–$15K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 15 | $1K–$15K | SH |
| VNQ | VANGUARD INDEX FDS | 18 | $1K–$15K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 26 | $1K–$15K | SH |
| EMGF | ISHARES INC | 20 | $1K–$15K | SH |
| IJK | ISHARES TR | 8 | <$1K | SH |
| XLRE | SELECT SECTOR SPDR TR | 18 | <$1K | SH |
| SCHP | SCHWAB STRATEGIC TR | 18 | <$1K | SH |
| SHV | ISHARES TR | 3 | <$1K | SH |