Oak Barrel Wealth Advisory »

Akre Focus Etf shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Akre Focus Etf by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 31k 65.51

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
Financial Engines Advisors L.L.C
AlTi Global
Franklin Resources
LPL Financial
Advisor Group Holdings
Brown Advisory Holdings Incorporated
Bank of America Corporation
Raymond James Financial
Cambridge Investment Research Advisors
Chemistry Wealth Management
Montis Financial
Mesirow Financial Investment Management International Equity
Ascension Capital Advisors
CI Private Wealth

View all funds holding Akre Focus Etf