Oasis Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$508.7M
Q ending 2026-03-31
Prior quarter
$188.7M
Q ending 2025-12-31
Change
+169.5% QoQ
Positions
210
reported holdings

Largest positions

Top 100 of 210 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrEFAShares$30.4M6.0M
Invesco Exchange Traded Fd TXMMOShares$27.9M4.7M
Apple IncAAPLShares$24.8M98K
Ubs AgGLDIShares$22.2M134K
Schwab Strategic TrSCHGShares$20.9M15.1M
Principal Exchange Traded FdUSMCShares$19.1M7.1M
Bondbloxx Etf TrustPCMMShares$15.9M4.7M
Nvidia CorporationNVDAShares$15.8M90K
Eaton Corp PlcShares$14.5M40K
Microsoft CorpMSFTShares$13.9M38K
Alphabet IncGOOGShares$13.3M46K
Vanguard Index FdsVOOShares$12.5M26K
Philip Morris Intl IncPMShares$11.8M71K
Ishares Gold TrIAUShares$10.7M122K
Vaneck Etf TrustSMHShares$10.6M2.1M
Spdr Series TrustSPSBShares$9.4M6.7M
Amazon Com IncAMZNShares$8.5M41K
Tidal Trust IiTSLYShares$8.4M417K
Home Depot IncHDShares$7.1M22K
Calamos Etf TrCBTOShares$6.4M319K
Broadcom IncAVGOShares$6.4M21K
Jpmorgan Chase & CoJPMShares$5.8M20K
J P Morgan Exchange Traded FJMSTShares$5.8M1.4M
Meta Platforms IncMETAShares$5.6M10K
Strategy IncMSTRShares$5.4M44K
Coca Cola CoKOShares$5.2M68K
Chevron CorporationCVXShares$4.9M23K
Abrdn Precious Metals BasketGLTRShares$4.6M460K
Listed Fds TrOVTShares$4.5M2.5M
Invesco Qqq TrQQQShares$4.4M8K
Fidelity Comwlth TrONEQShares$3.9M46K
Tesla IncTSLAShares$3.8M10K
Exxon Mobil CorpXOMShares$3.7M22K
Invesco Exch Traded Fd Tr IiBKLNShares$3.5M2.7M
Morgan Stanley Etf TrustEVSMShares$3.5M835K
Innovator Etfs TrustACIIShares$3.4M2.1M
Vanguard Scottsdale FdsVGITShares$3.2M795K
Bitwise Funds TrustOWNBShares$3.1M4.2M
United Parcel Svcs IncUPSShares$3.0M30K
Ishares IncIEMGShares$3.0M42K
Johnson & JohnsonJNJShares$2.9M12K
Cisco Sys IncCSCOShares$2.7M35K
Berkshire Hathaway Inc DelBRK/BShares$2.7M6K
Fidelity Covington TrustFDVVShares$2.6M47K
Vanguard Whitehall FdsVYMShares$2.6M262K
Select Sector Spdr TrXLEShares$2.3M811K
Applied Matls IncAMATShares$2.1M6K
Wells Fargo & CoWFCShares$2.0M25K
Eli Lilly & CoLLYShares$1.9M2K
Blackrock Etf TrustDYNFShares$1.9M35K
Merck & Co IncMRKShares$1.9M15K
Bitwise 10 Crypto Index EtfBITWShares$1.8M986K
Ishares Bitcoin Trust EtfIBITShares$1.8M48K
Axt IncAXTIShares$1.8M31K
Nextera Energy IncNEEShares$1.7M19K
Mastercard IncorporatedMAShares$1.7M3K
Costco Wholesale CorporationCOSTShares$1.6M2K
Texas Instrs IncTXNShares$1.6M8K
Robinhood Mkts IncHOODShares$1.6M22K
Deere & CoDEShares$1.4M3K
Abbvie IncABBVShares$1.4M6K
Truist Finl CorpTFCShares$1.3M29K
Better Home & Finance HoldinBETRShares$1.3M37K
Corteva IncCTVAShares$1.2M15K
Intuitive Surgical IncISRGShares$1.2M3K
Rtx CorporationRTXShares$1.2M6K
Visa IncVShares$1.1M4K
Regeneron PharmaceuticalsREGNShares$1.1M1K
Walmart IncWMTShares$1.1M9K
Sofi Technologies IncSOFIShares$1.1M67K
Vanguard Bd Index FdsBIVShares$1.0M14K
Bank America CorpBACShares$1.0M21K
Unitedhealth Group IncUNHShares$1.0M4K
Vanguard Admiral Fds IncIVOOShares$1.0M7K
Blackrock IncBLKShares$1.0M1K
Advanced Micro Devices IncAMDShares$990K5K
Lemonade IncLMNDShares$990K16K
Iqvia Hldgs IncIQVShares$939K6K
Neos Etf TrustQQQIShares$922K22K
Pfizer IncPFEShares$922K33K
Micron Technology IncMUShares$911K3K
Comcast Corp NewCMCSAShares$876K31K
Pnc Finl Svcs Group IncPNCShares$870K4K
Lam Research CorpLRCXShares$863K4K
Newmont CorpNEMShares$839K8K
Netflix Inc.NFLXShares$832K9K
Ast Spacemobile IncASTSShares$827K10K
Caterpillar IncCATShares$823K1K
Palantir Technologies IncPLTRShares$822K6K
Fastenal CoFASTShares$818K18K
Capital One Finl CorpCOFShares$797K4K
Oracle CorpORCLShares$767K5K
Accenture Plc IrelandShares$760K4K
Rocket Lab CorpRKLBShares$736K11K
Transmedics Group IncTMDXShares$719K7K
Ionq IncIONQShares$705K24K
Elevance Health Inc FormerlyELVShares$704K2K
Williams Cos IncWMBShares$703K10K
Immunitybio IncIBRXShares$687K90K
Spdr Gold TrGLDShares$673K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.