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PIMCO High Income Fund shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of PIMCO High Income Fund (PHK) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in PIMCO High Income Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO High Income Fund held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO High Income Fund by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 55k 4.63

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding PIMCO High Income Fund

LPL Financial
Advisor Group Holdings
Guggenheim Capital, LLC Managers
UBS Group
Invesco
CLS Investments
Cohen & Steers Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Rivernorth Capital Management
GraniteShares Advisors
Kestra Advisory Services
Cambridge Investment Research Advisors
Park Avenue Securities
Principal Securities

View all funds holding PIMCO High Income Fund