Oakmont Advisory Group, LLC: 13F holdings
CIK 21153702026Q2
| Positions | 526 |
|---|
| Reported value | $119.1m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 526 (+407 vs prior quarter) |
|---|
| Reported value | $119.1m (+21.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 21,838 | $15.0m | 12.6% |
| DFUS DIMENSIONAL ETF TRUST | 74,146 | $6.1m | 5.1% |
| VEA VANGUARD TAX-MANAGED FDS | 67,228 | $4.8m | 4.0% |
| QQQ INVESCO QQQ TR | 5,730 | $4.2m | 3.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 70,015 | $4.2m | 3.5% |
| ICSH ISHARES TR | 80,806 | $4.1m | 3.4% |
| DIMENSIONAL ETF TRUST | 39,173 | $3.2m | 2.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 10,244 | $2.4m | 2.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 27,930 | $2.3m | 1.9% |
| VMBS VANGUARD SCOTTSDALE FDS | 36,162 | $1.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2115370")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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