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CIK: 0002115370
Total reported value
$119.1M
$119.1M
116 檔
21.6%
At the close of Q4 2025, Oakmont Advisory Group, LLC disclosed equity holdings valued at approximately $119.1M, spread across 116 reported holdings.
During Q4 2025, Oakmont Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.69% | -0.83% | — | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.89% | -0.36% | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.84% | -0.11% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.54% | -0.28% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.46% | -0.10% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | -0.28% | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.58% | -0.07% | — | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.57% | +0.05% | — | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.45% | -0.44% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.85% | -0.09% | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.70% | -0.42% | — | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.47% | -0.02% | — | |
| 13 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.38% | -0.10% | — | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.36% | -0.04% | — | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.35% | -0.06% | — | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.33% | -0.18% | — | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.29% | -0.18% | — | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.26% | -0.16% | — | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.26% | -0.27% | — | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.20% | -0.16% | — | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.07% | +0.07% | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.03% | — | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | -0.44% | — | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.97% | — | — | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.90% | +0.14% | — | |
| 26 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.88% | — | — | |
| 27 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.88% | — | — | |
| 28 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.88% | — | — | |
| 29 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.88% | -0.76% | EXIT | |
| 30 | GLDI | UBS AG Et Gl Shr Covr Cl Etn | ETF-Other | 0.85% | -0.37% | — | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.84% | -0.54% | — | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.80% | -0.05% | — | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.79% | -0.05% | — | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.78% | -0.59% | EXIT | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.76% | +0.59% | NEW | |
| 36 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.73% | +0.13% | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.04% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.05% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.06% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.40% | — | |
| 41 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.64% | -0.21% | — | |
| 42 | PFF | Ishares Preferred & Income S | ETF-Other | 0.62% | -0.10% | — | |
| 43 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.62% | +0.08% | — | |
| 44 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.62% | -0.07% | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | — | — | |
| 46 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.56% | +0.07% | NEW | |
| 47 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.56% | +0.07% | NEW | |
| 48 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.56% | +0.07% | NEW | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | -0.28% | — | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.55% | +0.10% | — |
According to official SEC Form 13F filings, Oakmont Advisory Group, LLC reported a total U.S. public equity portfolio value of $119.1M across 116 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DFUS, RSP) accounted for 21.6% of total reported equity market value during Q4 2025.
During Q4 2025, Oakmont Advisory Group, LLC's top holdings by market value included VOO (12.7%)、DFUS (3.9%)、RSP (3.8%). The largest single position, VOO, represented 12.7% of total portfolio value.
In Q4 2025, Oakmont Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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