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 $560.2M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($187.3M, 33.44%), VEA ($72.2M, 12.89%), DFEM ($38.7M, 6.90%), IJR ($29.3M, 5.23%), AVUV ($28.4M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $187.3M | 33.44% | 583,858 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $72.2M | 12.89% | 1.1M | Added |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $38.7M | 6.90% | 1.1M | Added |
| 4 | IJR | ISHARES TR | $29.3M | 5.23% | 235,502 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $28.4M | 5.07% | 256,892 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $19.0M | 3.39% | 189,908 | Added |
| 7 | ITOT | ISHARES TR | $16.4M | 2.93% | 115,357 | Added |
| 8 | DFGX | DIMENSIONAL ETF TRUST | $16.0M | 2.86% | 305,039 | Added |
| 9 | SCHR | SCHWAB STRATEGIC TR | $10.8M | 1.93% | 433,206 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $10.5M | 1.87% | 60,062 | Added |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $9.6M | 1.71% | 120,640 | Added |
| 12 | SCHO | SCHWAB STRATEGIC TR | $9.4M | 1.68% | 386,884 | Added |
| 13 | JMUB | J P MORGAN EXCHANGE TRADED F | $8.7M | 1.56% | 174,454 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $8.5M | 1.52% | 103,223 | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $8.4M | 1.50% | 327,257 | Trimmed |
| 16 | IEFA | ISHARES TR | $7.6M | 1.35% | 83,713 | Added |
| 17 | QQQ | INVESCO QQQ TR | $5.8M | 1.03% | 9,979 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $5.6M | 1.00% | 103,208 | Trimmed |
| 19 | IETC | ISHARES U S ETF TR | $4.6M | 0.83% | 52,534 | Added |
| 20 | IVV | ISHARES TR | $4.3M | 0.77% | 6,645 | Hold |
| 21 | SGOV | ISHARES TR | $3.7M | 0.67% | 37,130 | Added |
| 22 | HYMB | SPDR SERIES TRUST | $2.9M | 0.52% | 116,884 | Added |
| 23 | MSFT | MICROSOFT CORP | $2.8M | 0.51% | 7,646 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $2.7M | 0.49% | 9,453 | Added |
| 25 | AAPL | APPLE INC | $2.5M | 0.45% | 9,826 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31