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Oakwell Private Wealth Management, LLC 13F holdings

Filed 2026-08-03 · Oakwell Private Wealth Management, LLC · 83 positions · $603.2M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS550.4K$203.7M33.8%
VEAVANGUARD TAX-MANAGED FDS1.1M$75.7M12.5%
DFEMDIMENSIONAL ETF TRUST1.0M$42.1M7.0%
IJRISHARES TR223.0K$33.1M5.5%
AVUVAMERICAN CENTY ETF TR238.9K$29.8M4.9%
ITOTISHARES TR114.1K$18.7M3.1%
AVDVAMERICAN CENTY ETF TR174.6K$18.0M3.0%
DFGXDIMENSIONAL ETF TRUST310.5K$16.6M2.8%
NVDANVIDIA CORPORATION60.2K$12.0M2.0%
SCHRSCHWAB STRATEGIC TR441.9K$10.9M1.8%
VCSHVANGUARD SCOTTSDALE FDS122.2K$9.7M1.6%
SCHXSCHWAB STRATEGIC TR326.2K$9.6M1.6%
SCHOSCHWAB STRATEGIC TR394.7K$9.5M1.6%
JMUBJ P MORGAN EXCHANGE TRADED F187.8K$9.5M1.6%
VCITVANGUARD SCOTTSDALE FDS104.6K$8.6M1.4%
IEFAISHARES TR83.5K$8.1M1.3%
QQQINVESCO QQQ TR10.0K$7.4M1.2%
VWOVANGUARD INTL EQUITY INDEX F102.0K$6.1M1.0%
IVVISHARES TR6.6K$5.0M0.8%
IETCISHARES U S ETF TR35.4K$3.8M0.6%
AAPLAPPLE INC11.2K$3.3M0.5%
GOOGLALPHABET INC9.1K$3.3M0.5%
HYMBSPDR SERIES TRUST127.6K$3.2M0.5%
IWMISHARES TR9.1K$2.7M0.5%
SCHESCHWAB STRATEGIC TR70.1K$2.5M0.4%
JPMJPMORGAN CHASE & CO7.7K$2.5M0.4%
SCHASCHWAB STRATEGIC TR67.0K$2.4M0.4%
AMDADVANCED MICRO DEVICES INC4.0K$2.3M0.4%
SPTMSPDR SERIES TRUST24.5K$2.2M0.4%
MTUMISHARES TR5.8K$2.0M0.3%
EFAISHARES TR18.8K$2.0M0.3%
SGOVISHARES TR18.4K$1.9M0.3%
AMZNAMAZON COM INC7.3K$1.7M0.3%
SLYVSPDR SERIES TRUST15.6K$1.7M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL3.2K$1.6M0.3%
MSFTMICROSOFT CORP4.3K$1.6M0.3%
ANETARISTA NETWORKS INC8.8K$1.5M0.2%
VOOVANGUARD INDEX FDS2.1K$1.4M0.2%
CATCATERPILLAR INC1.2K$1.3M0.2%
SCHBSCHWAB STRATEGIC TR43.5K$1.3M0.2%
GLGLOBE LIFE INC7.0K$1.3M0.2%
SCHCSCHWAB STRATEGIC TR25.8K$1.2M0.2%
GOOGALPHABET INC3.4K$1.2M0.2%
DFACDIMENSIONAL ETF TRUST26.9K$1.2M0.2%
ORCLORACLE CORP7.2K$1.1M0.2%
NEENEXTERA ENERGY INC11.4K$1.0M0.2%
MUNIPIMCO ETF TR16.7K$879,8930.1%
LLYELI LILLY & CO727$871,9860.1%
AVGOBROADCOM INC2.2K$819,2380.1%
AVUSAMERICAN CENTY ETF TR6.3K$805,4950.1%
WMTWALMART INC7.0K$791,4400.1%
XLKSELECT SECTOR SPDR TR3.8K$721,8800.1%
IVWISHARES TR5.2K$720,6570.1%
IJHISHARES TR7.7K$595,9830.1%
SMHVANECK ETF TRUST818$536,5180.1%
JMSTJ P MORGAN EXCHANGE TRADED F10.5K$536,2140.1%
DFSVDIMENSIONAL ETF TRUST13.8K$534,8750.1%
EXMOCEXXON MOBIL CORP3.8K$514,3410.1%
TSLATESLA INC1.1K$476,5400.1%
SPSMSPDR SERIES TRUST7.9K$456,2270.1%
Top Fund Holdings
13F
Top Fund Holdings

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