Oakwell Private Wealth Management, LLC
CIK 1844024
13F filing for Q2 2026・No. 3,505
- Holdings
- US$603.17M
- Quarter change
- +US$42.97M
- Entries
- 83
- Net bought (estimate)
- −US$29.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 8
- Cut 33
- Added 23
- Corporate actions 0
- Unchanged 15
Largest holdings
83 stocks worth US$603.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 550,435 | US$203.68M | 33.77% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 1,062,292 | US$75.69M | 12.55% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 1,036,887 | US$42.14M | 6.99% |
| ISHARES TRCORE S&P SCP ETF | Cut | 223,030 | US$33.08M | 5.48% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 238,894 | US$29.8M | 4.94% |
| ISHARES TRCORE S&P TTL STK | Cut | 114,053 | US$18.74M | 3.11% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Cut | 174,577 | US$17.99M | 2.98% |
| DIMENSIONAL ETF TRUSTINTL COR FIX ETF | Added | 310,477 | US$16.64M | 2.76% |
| NVDANvidiaCOM | Added | 60,213 | US$12.05M | 2.00% |
| SCHWAB STRATEGIC TRINT-TRM U.S TRES | Added | 441,905 | US$10.9M | 1.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.