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.
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 |