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| Oak Harbor Wealth Partners LLC
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|---|---|
| CRD # | 311528 |
| SEC # | 801-122270 |
| CIK # | 0001912040 |
| AUM | 729.9 M (2026-04-17) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 919-800-0705 |
| Address | 3101 Glenwood Avenue Raleigh, NC 27612 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.5 | ||
| Caterpillar Inc | 11.4 | ||
| Penumbra Inc | 10.0 | ||
| Costco Wholesale Corp /NEW | 9.7 | ||
| Lincoln National Corp | 7.8 | ||
| Alphabet Inc | 7.7 | ||
| Johnson & Johnson | 6.3 | ||
| Motorola Inc | 5.8 | ||
| Visa Inc | 5.2 | ||
| Procter & Gamble Co | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 100.1 |
| (b) Individuals (high net worth individuals) | 131 | 340.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 272.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 16.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,592 | 729.9 |
| By Discretionary | ||
| Discretionary | 1,527 | 464.6 |
| Non-Discretionary | 65 | 265.4 |
| Total | 1,592 | 729.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 729.9 | |
| Total | 1,592 | 729.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912040] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Canby Financial Advisors LLC
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Lesko Securities Inc
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