# EDGAR Filing Document

**Accession Number:** 0002056728
**File Stem:** 0002056728-25-000013
**Filing Date:** 2025-7
**Character Count:** 9595
**Document Hash:** d0f0d15a4a38a8353d40233da093bd19
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056728-25-000013.hdr.sgml**: 20250715

**ACCESSION NUMBER**: 0002056728-25-000013

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250715

**DATE AS OF CHANGE**: 20250715

**EFFECTIVENESS DATE**: 20250715

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Oak Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0002056728

**ORGANIZATION NAME:**
- **EIN:** 461630295
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25230
- **FILM NUMBER:** 251124281

**BUSINESS ADDRESS:**
- **STREET 1:** 836 SKOKIE BLVD
- **CITY:** NORTHBROOK
- **STATE:** IL
- **ZIP:** 60062
- **BUSINESS PHONE:** 8479458888

**MAIL ADDRESS:**
- **STREET 1:** 836 SKOKIE BLVD
- **CITY:** NORTHBROOK
- **STATE:** IL
- **ZIP:** 60062

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Oak Wealth Advisors LLC<br>**Address:** 836 SKOKIE BLVD<br>NORTHBROOK, IL 60062

**Form 13F File Number:** 028-25230

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Neil Mahoney<br>**Title:** Senior Consultant<br>**Phone:** 3854048338

**Signature, Place, and Date of Signing:**

Neil Mahoney  South Jordan, UT  07-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $155911037

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 8272873 | 120701 | SH |  | SOLE |  | 0 | 0 | 120701 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 408187 | 6674 | SH |  | SOLE |  | 0 | 0 | 6674 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 21915561 | 296116 | SH |  | SOLE |  | 0 | 0 | 296116 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 5086481 | 64158 | SH |  | SOLE |  | 0 | 0 | 64158 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 20902949 | 207329 | SH |  | SOLE |  | 0 | 0 | 207329 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 7461578 | 81905 | SH |  | SOLE |  | 0 | 0 | 81905 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 6233866 | 99614 | SH |  | SOLE |  | 0 | 0 | 99614 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 627887 | 17519 | SH |  | SOLE |  | 0 | 0 | 17519 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 617972 | 21041 | SH |  | SOLE |  | 0 | 0 | 21041 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18343037 | 29543 | SH |  | SOLE |  | 0 | 0 | 29543 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 4486982 | 60940 | SH |  | SOLE |  | 0 | 0 | 60940 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 13904197 | 402204 | SH |  | SOLE |  | 0 | 0 | 402204 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 2731843 | 92825 | SH |  | SOLE |  | 0 | 0 | 92825 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1495178 | 14311 | SH |  | SOLE |  | 0 | 0 | 14311 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 901445 | 17551 | SH |  | SOLE |  | 0 | 0 | 17551 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 833976 | 16623 | SH |  | SOLE |  | 0 | 0 | 16623 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 232820 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 2007411 | 69341 | SH |  | SOLE |  | 0 | 0 | 69341 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 9496364 | 224182 | SH |  | SOLE |  | 0 | 0 | 224182 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 5502208 | 82098 | SH |  | SOLE |  | 0 | 0 | 82098 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1356549 | 15232 | SH |  | SOLE |  | 0 | 0 | 15232 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1487913 | 30347 | SH |  | SOLE |  | 0 | 0 | 30347 |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 |  | 763870 | 11696 | SH |  | SOLE |  | 0 | 0 | 11696 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 |  | 330334 | 4890 | SH |  | SOLE |  | 0 | 0 | 4890 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 621379 | 9058 | SH |  | SOLE |  | 0 | 0 | 9058 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 996571 | 21011 | SH |  | SOLE |  | 0 | 0 | 21011 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1093859 | 1770 | SH |  | SOLE |  | 0 | 0 | 1770 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 639481 | 11217 | SH |  | SOLE |  | 0 | 0 | 11217 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 596494 | 6013 | SH |  | SOLE |  | 0 | 0 | 6013 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 515009 | 19405 | SH |  | SOLE |  | 0 | 0 | 19405 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 |  | 253178 | 3268 | SH |  | SOLE |  | 0 | 0 | 3268 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1053757 | 5930 | SH |  | SOLE |  | 0 | 0 | 5930 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1021934 | 15203 | SH |  | SOLE |  | 0 | 0 | 15203 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 |  | 737032 | 7478 | SH |  | SOLE |  | 0 | 0 | 7478 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 944266 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| MICROSOFT CORP | COM | 594918104 |  | 1023670 | 2058 | SH |  | SOLE |  | 0 | 0 | 2058 |
| APPLE INC | COM | 037833100 |  | 452204 | 2204 | SH |  | DFND |  | 0 | 0 | 2204 |
| APPLE INC | COM | 037833100 |  | 623481 | 3039 | SH |  | SOLE |  | 0 | 0 | 3039 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 569878 | 5176 | SH |  | SOLE |  | 0 | 0 | 5176 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 331781 | 683 | SH |  | SOLE |  | 0 | 0 | 683 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 895913 | 21190 | SH |  | SOLE |  | 0 | 0 | 21190 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1230874 | 5194 | SH |  | SOLE |  | 0 | 0 | 5194 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 745255 | 1312 | SH |  | SOLE |  | 0 | 0 | 1312 |
| MCDONALDS CORP | COM | 580135101 |  | 852844 | 2919 | SH |  | SOLE |  | 0 | 0 | 2919 |
| MGE ENERGY INC | COM | 55277P104 |  | 329085 | 3721 | SH |  | SOLE |  | 0 | 0 | 3721 |
| AMAZON COM INC | COM | 023135106 |  | 272482 | 1242 | SH |  | SOLE |  | 0 | 0 | 1242 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 232096 | 3643 | SH |  | SOLE |  | 0 | 0 | 3643 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 201078 | 1141 | SH |  | SOLE |  | 0 | 0 | 1141 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 287542 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 662103 | 2178 | SH |  | SOLE |  | 0 | 0 | 2178 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 276410 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 240345 | 9794 | SH |  | SOLE |  | 0 | 0 | 9794 |
| ELI LILLY  CO | COM | 532457108 |  | 339096 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 595078 | 8613 | SH |  | SOLE |  | 0 | 0 | 8613 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 301693 | 4423 | SH |  | SOLE |  | 0 | 0 | 4423 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 294944 | 672 | SH |  | SOLE |  | 0 | 0 | 672 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 546338 | 12756 | SH |  | SOLE |  | 0 | 0 | 12756 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 732406 | 1327 | SH |  | SOLE |  | 0 | 0 | 1327 |

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