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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Oakmont Advisory Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Oakmont Advisory Group, LLC (CIK 2115370) reported $119.1M across 501 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($15.0M, 12.60%), DFUS ($6.1M, 5.10%), VEA ($4.8M, 4.02%), QQQ ($4.2M, 3.54%), VWO ($4.2M, 3.51%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$15.0M12.60%21,838Trimmed
2DFUSDIMENSIONAL ETF TRUST$6.1M5.10%74,146Trimmed
3VEAVANGUARD TAX-MANAGED FDS$4.8M4.02%67,228Added
4QQQINVESCO QQQ TR$4.2M3.54%5,730Trimmed
5VWOVANGUARD INTL EQUITY INDEX F$4.2M3.51%70,015Added
6ICSHISHARES TR$4.1M3.43%80,806Added
7DFASDIMENSIONAL ETF TRUST$3.2M2.71%39,173Added
8VIGVANGUARD SPECIALIZED FUNDS$2.4M2.04%10,244Added
9VCITVANGUARD SCOTTSDALE FDS$2.3M1.94%27,930Trimmed
10VMBSVANGUARD SCOTTSDALE FDS$1.7M1.42%36,162Added
11BNDVANGUARD BD INDEX FDS$1.7M1.40%22,723Trimmed
12RSPINVESCO EXCHANGE TRADED FD T$1.7M1.39%7,802Added
13CWBSPDR SERIES TRUST$1.5M1.26%13,869Trimmed
14BIVVANGUARD BD INDEX FDS$1.2M1.03%15,955Added
15JNKSPDR SERIES TRUST$1.2M1.02%12,631Added
16VGITVANGUARD SCOTTSDALE FDS$1.2M1.01%20,451Added
17VYMVANGUARD WHITEHALL FDS$1.1M0.93%6,989Added
18VGLTVANGUARD SCOTTSDALE FDS$1.1M0.91%19,682Trimmed
19SHYGISHARES TR$1.1M0.89%25,114Added
20VBVANGUARD INDEX FDS$1.0M0.85%3,335Added
21VOVANGUARD INDEX FDS$976,5450.82%12,120Added
22VCSHVANGUARD SCOTTSDALE FDS$974,3090.82%12,328Added
23XLVSELECT SECTOR SPDR TR$958,8950.81%6,044Added
24VNQVANGUARD INDEX FDS$949,8680.80%9,850Added
25HYDVANECK ETF TRUST$949,3230.80%18,430Added

Source: SEC Form 13F filings · as of 2026-06-30