First seen by DFX
Sep 12, 2026
date not stated
Okabena Investment Services Inc found on the SEC adviser roster (client_description)
Okabena Investment Services Inc reported $518,893,210 across 144 13(f) positions for the quarter ended 2026-03-31
Okabena Investment Services Inc reduced Ishares Gold Trust 186,460 -> 100,012 shares ($15,134,958 -> $8,817,058)
Okabena Investment Services Inc reduced Mastercard Incorporated Cl a 7,094 -> 4,167 shares ($4,049,823 -> $2,082,083)
Okabena Investment Services Inc reduced Schwab Charles Corp Com 23,115 -> 7,963 shares ($2,309,420 -> $748,363)
Okabena Investment Services Inc reduced Alphabet Inc. Class C 50,137 -> 26,912 shares ($15,692,924 -> $7,720,098)
Okabena Investment Services Inc reduced Berkshire Hathaway Inc Del Cl a 7 -> 5 shares ($5,283,600 -> $3,590,700)
Okabena Investment Services Inc increased Blackrock Inc Com 1,594 -> 3,119 shares ($1,706,122 -> $2,999,573)
Okabena Investment Services Inc increased Fastenal Co Com 44,734 -> 73,534 shares ($1,795,175 -> $3,411,978)
Okabena Investment Services Inc increased Ishares Core S&P Mid-Cap Etf 49,025 -> 64,231 shares ($3,235,650 -> $4,337,519)
Okabena Investment Services Inc increased SPDR Long Term Treasury ETF 115,310 -> 152,960 shares ($3,052,256 -> $4,022,848)
Okabena Investment Services Inc increased Vanguard Mega Cap Growth Etf 25,603 -> 39,848 shares ($10,568,150 -> $14,641,749)
Okabena Investment Services Inc increased Alphabet Inc. Class A 27,392 -> 46,270 shares ($8,595,743 -> $13,305,438)
Okabena Investment Services Inc reported $524,343,990 across 143 13(f) positions for the quarter ended 2025-12-31
Okabena Investment Services Inc reduced Johnson & Johnson Com 12,223 -> 5,102 shares ($2,266,305 -> $1,055,766)
Okabena Investment Services Inc reduced Vanguard Total International Stock Etf 693,725 -> 393,566 shares ($50,961,039 -> $29,690,619)
Okabena Investment Services Inc increased Alphabet Inc. Class C 26,901 -> 50,137 shares ($6,539,512 -> $15,692,924)
Okabena Investment Services Inc reduced Amazon.com, Inc. 14,110 -> 9,428 shares ($3,098,133 -> $2,176,171)
Okabena Investment Services Inc increased Apple Inc. 42,099 -> 63,555 shares ($10,719,675 -> $17,278,069)
Okabena Investment Services Inc increased Berkshire Hathaway Inc Del Cl a 2 -> 7 shares ($1,508,400 -> $5,283,600)
Okabena Investment Services Inc increased Ishares Core Msci Emerging Markets Etf 38,427 -> 49,866 shares ($2,533,108 -> $3,351,993)
Okabena Investment Services Inc exited Bank America Corp Com (was $2,607,668, 50,546 shares)
Okabena Investment Services Inc increased Schwab Charles Corp Com 8,006 -> 23,115 shares ($764,333 -> $2,309,420)
Okabena Investment Services Inc increased State Street Consumer Discretionary Select Sector Spdr Etf 9,156 -> 18,695 shares ($2,194,144 -> $2,232,370)
Okabena Investment Services Inc increased State Street Technology Select Sector Spdr Etf 23,713 -> 48,490 shares ($6,683,746 -> $6,981,105)
Okabena Investment Services Inc increased Vanguard Mega Cap Growth Etf 17,807 -> 25,603 shares ($7,165,893 -> $10,568,150)
Okabena Investment Services Inc increased Visa Inc Com Cl A 4,811 -> 8,688 shares ($1,642,379 -> $3,046,968)
Okabena Investment Services Inc reduced Disney Walt Co Com 23,791 -> 7,094 shares ($2,724,070 -> $807,084)
Okabena Investment Services Inc reported $514,699,158 across 138 13(f) positions for the quarter ended 2025-09-30
Okabena Investment Services Inc reduced Automatic Data Processing Inc Com 7,917 -> 5,796 shares ($2,441,603 -> $1,701,126)
Okabena Investment Services Inc reduced GE Aerospace 14,195 -> 9,172 shares ($3,653,649 -> $2,759,182)
Okabena Investment Services Inc reduced Intuit Com 2,802 -> 1,837 shares ($2,206,939 -> $1,254,506)
Okabena Investment Services Inc reduced Ishares Core S&P Small Cap Etf 96,542 -> 25,735 shares ($10,551,075 -> $3,058,090)
Okabena Investment Services Inc reduced Meta Platforms Inc Cl A 3,638 -> 2,113 shares ($2,685,171 -> $1,551,745)
Okabena Investment Services Inc opened a $3,107,605 position in Spdr Long Term Treasury Etf (115,310 shares)
Okabena Investment Services Inc increased Vanguard Ftse Developed Markets Etf 343,036 -> 480,191 shares ($19,556,482 -> $28,773,045)
Okabena Investment Services Inc opened a $7,165,893 position in Vanguard Mega Cap Growth Etf (17,807 shares)
Okabena Investment Services Inc reduced Visa Inc Com Cl A 7,178 -> 4,811 shares ($2,548,549 -> $1,642,379)
Okabena Investment Services Inc reduced Yum China Hldgs Inc Com 49,421 -> 34,360 shares ($2,209,613 -> $1,474,731)
Okabena Investment Services Inc increased Amazon.com, Inc. 4,331 -> 14,110 shares ($950,178 -> $3,098,133)