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Harris Oakmark Etf Trust shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth Management investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 153k 26.78
2025-06-30 $3.6M 139k 25.68
2025-03-31 $3.0M 123k 24.45
2024-12-31 $638k 27k 23.51

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Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Oakmark U.s. Large Cap Etf Etf (OAKM)
Meta Platforms Inc Cl A Stock (META)
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Palantir Technologies Inc Cl A Stock (PLTR)
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Broadcom Stock (AVGO)

View all positions for Western Pacific Wealth Management

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
Abound Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Blue Rock Wealth Management
U.S. Capital Wealth Advisors
Western Pacific Wealth Management
Wiley Bros.-aintree Capital

View all funds holding Harris Oakmark Etf Trust