Oak Harvest Investment Services
RIA/Wealth
Oak Harvest Investment Services is a RIA/Wealth based in Houston, TX led by Troy Robert Sharpe, reporting $940.8M in AUM as of Q3 2025 with VGSH as the largest holding (6% allocation).
CEOTroy Robert Sharpe
- Portfolio Value
- $855.2M
- Positions
- 158
- Top Holding
- VGSH at 6.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Oak Harvest Investment Services's portfolio (31.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $51.8M | 6.05% | +$1.6M Bought | — 879.6K shares | |
ETF ETF | $44.6M | 5.21% | -$34.3K Sold | — 72.8K shares | |
Consumer Electronics Technology | $36.3M | 4.25% | +$7.4M Bought | 0.00% 142.7K shares | |
Banks - Diversified Financial Services | $25.4M | 2.97% | -$5.8M Sold | 0.00% 80.6K shares | |
ETF ETF | $25.4M | 2.97% | +$126.0K Bought | — 180.2K shares | |
Financial - Capital Markets Financial Services | $20.4M | 2.38% | -$444.1K Sold | 0.01% 128.2K shares | |
Semiconductors Technology | $19.6M | 2.29% | -$1.0M Sold | 0.00% 59.4K shares | |
Gold Basic Materials | $18.2M | 2.13% | +$423.3K Bought | 0.02% 108.1K shares | |
Asset Management Financial Services | $15.1M | 1.77% | +$274.0K Bought | 0.01% 13.0K shares | |
Semiconductors Technology | $14.3M | 1.67% | -$154.3K Sold | 0.00% 76.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Oak Harvest Investment Services's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Oak Harvest Investment Services
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