Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oakwell Private Wealth Management, LLC (CIK 1844024) reported $603.2M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($203.7M, 33.77%), VEA ($75.7M, 12.55%), DFEM ($42.1M, 6.99%), IJR ($33.1M, 5.48%), AVUV ($29.8M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $203.7M | 33.77% | 550,435 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $75.7M | 12.55% | 1.1M | Trimmed |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $42.1M | 6.99% | 1.0M | Trimmed |
| 4 | IJR | ISHARES TR | $33.1M | 5.48% | 223,030 | Trimmed |
| 5 | AVUV | AMERICAN CENTY ETF TR | $29.8M | 4.94% | 238,894 | Trimmed |
| 6 | ITOT | ISHARES TR | $18.7M | 3.11% | 114,053 | Trimmed |
| 7 | AVDV | AMERICAN CENTY ETF TR | $18.0M | 2.98% | 174,577 | Trimmed |
| 8 | DFGX | DIMENSIONAL ETF TRUST | $16.6M | 2.76% | 310,477 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $12.0M | 2.00% | 60,213 | Added |
| 10 | SCHR | SCHWAB STRATEGIC TR | $10.9M | 1.81% | 441,905 | Added |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $9.7M | 1.60% | 122,244 | Added |
| 12 | SCHX | SCHWAB STRATEGIC TR | $9.6M | 1.59% | 326,201 | Trimmed |
| 13 | JMUB | J P MORGAN EXCHANGE TRADED F | $9.5M | 1.58% | 187,820 | Added |
| 14 | SCHO | SCHWAB STRATEGIC TR | $9.5M | 1.58% | 394,744 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $8.6M | 1.43% | 104,608 | Added |
| 16 | IEFA | ISHARES TR | $8.1M | 1.34% | 83,474 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $7.4M | 1.22% | 9,989 | Added |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.01% | 102,044 | Trimmed |
| 19 | IVV | ISHARES TR | $5.0M | 0.83% | 6,645 | Hold |
| 20 | IETC | ISHARES U S ETF TR | $3.8M | 0.63% | 35,363 | Trimmed |
| 21 | HYMB | SPDR SERIES TRUST | $3.2M | 0.54% | 127,563 | Added |
| 22 | AAPL | APPLE INC | $3.3M | 0.54% | 11,245 | Added |
| 23 | GOOGL | ALPHABET INC | $3.3M | 0.54% | 9,104 | Trimmed |
| 24 | IWM | ISHARES TR | $2.7M | 0.46% | 9,149 | Trimmed |
| 25 | SCHE | SCHWAB STRATEGIC TR | $2.5M | 0.42% | 70,086 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30