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CIK: 0002109944
Total reported value
$134.7M
$134.7M
69 檔
39.2%
At the close of Q1 2026, Oath Planning, LLC disclosed equity holdings valued at approximately $134.7M, spread across 69 reported holdings.
In Q1 2026, Oath Planning, LLC displayed an active expansion posture, initiating 3 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BSV, UITB, VOO) accounted for 39.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.82% | +0.24% | +23.13% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-Other | 11.39% | +0.35% | +23.00% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.86% | +0.46% | +20.42% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.94% | +0.43% | +22.83% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.92% | -0.19% | +6.52% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.77% | -0.07% | -2.32% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.23% | +0.04% | +6.84% | |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.60% | +0.18% | +1.35% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.35% | +0.10% | +20.16% | |
| 10 | PNC | Pnc Financial Services Group | Stock-Financials | 2.82% | -0.02% | — | |
| 11 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.43% | -0.13% | +0.06% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.24% | +0.09% | +15.62% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.09% | -0.23% | +2.17% | |
| 14 | HEI | Heico CORP | Stock-Industrials | 1.46% | +0.08% | -8.54% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | -0.07% | +0.28% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.36% | +0.05% | +15.70% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.33% | -0.10% | -1.18% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.19% | -0.05% | +0.54% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | -0.18% | +11.79% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.13% | -0.10% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | -0.06% | -0.55% | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 0.82% | -0.12% | -6.86% | |
| 23 | HEI-A | Heico Corp-class A | Stock-Other | 0.79% | +0.02% | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | -0.01% | +21.76% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.17% | +0.67% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.61% | -0.01% | -2.30% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.08% | +11.51% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | +0.01% | -1.00% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.01% | +0.59% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.02% | +0.20% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.50% | -0.04% | +9.84% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.48% | -0.07% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.08% | — | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.47% | -0.05% | -2.13% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.43% | -0.04% | +6.07% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.07% | -3.10% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.04% | +0.64% | |
| 38 | GNR | State Street Spdr S&p Global | ETF-Other | 0.39% | -0.09% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.08% | — | |
| 40 | DFSD | Dimensional Short Duration | ETF-Other | 0.36% | -0.08% | -2.55% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.35% | -0.03% | -0.08% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.34% | — | +0.34% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.33% | -0.01% | +0.84% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.33% | -0.05% | +0.76% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.06% | +0.04% | |
| 46 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.32% | -0.07% | -56.64% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.31% | -0.03% | -0.49% | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.31% | +0.02% | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.29% | — | +0.23% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.29% | -0.05% | +0.54% |
According to official SEC Form 13F filings, Oath Planning, LLC reported a total U.S. public equity portfolio value of $134.7M across 69 disclosed positions in Q1 2026.
During Q1 2026, Oath Planning, LLC's top holdings by market value included BSV (11.8%)、UITB (11.4%)、VOO (9.9%). The largest single position, BSV, represented 11.8% of total portfolio value.
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Top New Position Initiated
DFNM
市值: $350.6K
Top Position Liquidated / Trimmed
EQT
前期市值: $214.4K
In Q1 2026, Oath Planning, LLC made 58 total portfolio adjustments, initiating 3 new buys, adding to 39 positions, trimming 14 holdings, and fully liquidating 2 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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