Oak Harbor Wealth Partners, LLC
Oak Harbor Wealth Partners, LLC is a SEC-registered investment advisory firm headquartered in Raleigh, North Carolina. Founded in October 2020 and operating since 2021, the firm provides comprehensive wealth management, institutional consulting for foundations and endowments, and retirement plan services for businesses. As a fiduciary firm, Oak Harbor prioritizes transparency, objectivity, and personalized financial solutions, serving individuals (including high net worth clients), charitable organizations, and corporate retirement plans. The firm employs approximately 7-8 professionals.
Investment Strategy
Oak Harbor Wealth Partners operates on a fiduciary, fee-only basis, offering proactive, comprehensive, and customized investment solutions. Their approach emphasizes tailored wealth management strategies for individuals, institutions, and businesses, focusing on objective portfolio construction, transparent cost structures, and solutions aligned with long-term client goals. They avoid commission-based products and prioritize client interests, building portfolios flexible enough to adapt to market conditions and clients’ changing needs.
Latest 13F Filing Activity
Oak Harbor Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 249 equity positions with a total 13F market value of $370M. The fund increased holdings in Vanguard Index FDS, Invesco Exchange Traded FD T, Microsoft Corp. among other positions. Oak Harbor Wealth Partners, LLC reduced exposure to First CTZNS Bancshares Inc. N, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (249)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.56% | $31.7M | 55,755 | $430.28 | $568.03 | +$3.5M |
A AGG | ISHARES TR | 4.53% | $16.8M | 169,150 | $101.95 | $99.20 | +$177 |
V VO | VANGUARD INDEX FDS | 3.96% | $14.6M | 52,318 | $239.88 | $279.83 | +$1.0M |
A AAPL | APPLE INC | 3.16% | $11.7M | 56,995 | $176.49 | $205.17 | -$1.1M |
I IEFA | ISHARES TR | 2.63% | $9.7M | 116,623 | $70.86 | $83.48 | +$1.1M |
Industry Allocation
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