Oakwell Private Wealth Management, LLC: 13F holdings
CIK 18440242026Q2
| Positions | 83 |
|---|
| Reported value | $603.2m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 83 (+4 vs prior quarter) |
|---|
| Reported value | $603.2m (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 550,435 | $203.7m | 33.8% |
| VEA VANGUARD TAX-MANAGED FDS | 1,062,292 | $75.7m | 12.5% |
| DFEM DIMENSIONAL ETF TRUST | 1,036,887 | $42.1m | 7.0% |
| IJR ISHARES TR | 223,030 | $33.1m | 5.5% |
| AVUV AMERICAN CENTY ETF TR | 238,894 | $29.8m | 4.9% |
| ITOT ISHARES TR | 114,053 | $18.7m | 3.1% |
| AVDV AMERICAN CENTY ETF TR | 174,577 | $18.0m | 3.0% |
| DFGX DIMENSIONAL ETF TRUST | 310,477 | $16.6m | 2.8% |
| NVDA NVIDIA CORPORATION | 60,213 | $12.0m | 2.0% |
| SCHR SCHWAB STRATEGIC TR | 441,905 | $10.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844024")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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