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CIK: 0002115370
Total reported value
$119.1M
$119.1M
119 檔
25.3%
During the Q1 2026 filing period, Oakmont Advisory Group, LLC (CIK: 0002115370) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $119.1M across 119 reported positions.
In Q1 2026, Oakmont Advisory Group, LLC displayed an active expansion posture, initiating 14 new positions and adding to 61 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.43% | -0.83% | +16.37% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.46% | -0.36% | +53.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.30% | -0.28% | +24.05% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.79% | -0.28% | +35.48% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.64% | -0.10% | +17.41% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.38% | +0.05% | +37.81% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.78% | -0.07% | +10.35% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.38% | -0.44% | +3.03% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.13% | -0.09% | +22.98% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.82% | -0.42% | +12.60% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.50% | -0.11% | -59.23% | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.44% | -0.18% | +13.68% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.44% | -0.02% | +2.91% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.19% | -0.16% | +0.38% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.18% | -0.27% | -0.65% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.17% | -0.16% | +3.11% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.12% | -0.10% | -13.31% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | -0.44% | +20.42% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.07% | -0.18% | -14.46% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.03% | -1.46% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | -0.04% | +25.50% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -0.05% | +27.28% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.86% | -0.10% | +48.98% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.86% | -0.06% | +28.17% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.86% | -0.54% | +1.68% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.85% | -0.04% | — | |
| 27 | GLDI | UBS AG Et Gl Shr Covr Cl Etn | ETF-Other | 0.84% | -0.37% | +8.71% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.82% | -0.21% | +24.65% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.40% | +11.20% | |
| 30 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.77% | -0.04% | — | |
| 31 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.76% | -0.76% | EXIT | |
| 32 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | -0.76% | EXIT | |
| 33 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | -0.76% | EXIT | |
| 34 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.75% | -0.03% | +55.82% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.75% | +0.07% | -26.15% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.73% | -0.28% | +39.86% | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.70% | +0.10% | +36.40% | |
| 38 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.65% | -0.07% | +15.01% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.64% | +0.14% | -25.46% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.63% | -0.05% | -16.36% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | — | -3.45% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.61% | — | -34.90% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.59% | -0.05% | -17.38% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.59% | -0.59% | EXIT | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.55% | +0.13% | -18.02% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | — | +8.45% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.49% | -0.10% | — | |
| 48 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.49% | +0.08% | -13.68% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.09% | +22.56% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-Other | 0.48% | — | -3.23% |
According to official SEC Form 13F filings, Oakmont Advisory Group, LLC reported a total U.S. public equity portfolio value of $119.1M across 119 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DFUS, VEA) accounted for 25.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLV
市值: $835.7K
Top Position Liquidated / Trimmed
FSEP
前期市值: $822.5K
During Q1 2026, Oakmont Advisory Group, LLC's top holdings by market value included VOO (13.4%)、DFUS (5.5%)、VEA (4.3%). The largest single position, VOO, represented 13.4% of total portfolio value.
In Q1 2026, Oakmont Advisory Group, LLC made 130 total portfolio adjustments, initiating 14 new buys, adding to 61 positions, trimming 44 holdings, and fully liquidating 11 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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