Laurel Oak Wealth Management’s ClearShares OCIO ETF OCIO Stock Holding History

Laurel Oak Wealth Management’s Portfolio OCIO Stock Details OCIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.57M	Buy	41,714 +6,595	+19%	+$248K	0.22%	84
2026 Q2	$1.33M	Buy	35,119 +18,687	+114%	+$686K	0.19%	94
2026 Q1	$560K	Buy	+16,432	New	+$577K	0.09%	174

Other funds holding OCIO

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Laurel Oak Wealth Management's OCIO Position: Q3 2026 in Review

Laurel Oak Wealth Management increased its ClearShares OCIO ETF (OCIO) stake by 19% in Q3 2026, buying an estimated $248K and bringing the position to 41,714 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #84.

Laurel Oak Wealth Management first reported a position in OCIO in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold OCIO as of Q3 2026.

Laurel Oak Wealth Management held 41,714 shares of ClearShares OCIO ETF worth $1.57M as of Q3 2026.
Laurel Oak Wealth Management bought 6,595 ClearShares OCIO ETF shares in Q3 2026, an estimated $248K.
ClearShares OCIO ETF made up 0.22% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #84 holding.
Laurel Oak Wealth Management first reported a position in ClearShares OCIO ETF in Q1 2026 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.