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CIK: 0002109944
Total reported value
$134.7M
$134.7M
68 檔
33.1%
During the Q4 2025 filing period, Oath Planning, LLC (CIK: 0002109944) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $134.7M across 68 reported positions.
During Q4 2025, Oath Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BSV, UITB, VOO) accounted for 33.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 10.71% | +0.24% | — | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-Other | 10.36% | +0.35% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.55% | +0.46% | — | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.88% | +0.43% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.53% | -0.07% | — | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.82% | -0.19% | — | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.06% | +0.04% | — | |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.70% | +0.18% | — | |
| 9 | PNC | Pnc Financial Services Group | Stock-Financials | 3.14% | -0.02% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.02% | +0.10% | — | |
| 11 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.48% | -0.13% | — | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.29% | -0.23% | — | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.10% | +0.09% | — | |
| 14 | HEI | Heico CORP | Stock-Industrials | 2.09% | +0.08% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.07% | — | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.41% | -0.10% | — | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.29% | +0.05% | — | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.26% | -0.05% | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.22% | -0.10% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.06% | -0.18% | — | |
| 21 | HEI-A | Heico Corp-class A | Stock-Other | 1.05% | +0.02% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.06% | — | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.94% | -0.12% | — | |
| 24 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.78% | -0.07% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | -0.01% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.01% | — | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.66% | -0.01% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.17% | — | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | +0.01% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | +0.02% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.08% | — | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.52% | -0.07% | — | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | -0.05% | — | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.50% | -0.04% | — | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | -0.07% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.08% | — | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.44% | -0.04% | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.04% | — | |
| 39 | DFSD | Dimensional Short Duration | ETF-Other | 0.41% | -0.08% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.08% | — | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.40% | -0.03% | — | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.06% | — | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | -0.01% | — | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | — | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.36% | -0.05% | — | |
| 46 | GNR | State Street Spdr S&p Global | ETF-Other | 0.36% | -0.09% | — | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.03% | — | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.33% | +0.03% | — | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.32% | -0.05% | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | -0.02% | — |
According to official SEC Form 13F filings, Oath Planning, LLC reported a total U.S. public equity portfolio value of $134.7M across 68 disclosed positions in Q4 2025.
During Q4 2025, Oath Planning, LLC's top holdings by market value included BSV (10.7%)、UITB (10.4%)、VOO (9.6%). The largest single position, BSV, represented 10.7% of total portfolio value.
In Q4 2025, Oath Planning, 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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