13F Insight
DOSSIER · 13F-HR · Q1 2026

Oakwell Private Wealth Management, LLC

$536M in tracked AUM across 80 positions as of Q1 2026.

OP
CIK 0001844024 · last filed Mar 31, 2026
Total AUM
$536M
as of Q1 2026
Holdings
80
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Oakwell Private Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$187M584K33.4%02
VEA
VANGUARD TAX-MANAGED FDS
$72M1.1M12.9%03
DFEM
DIMENSIONAL ETF TRUST
$39M1.1M6.9%04
IJR
ISHARES TR
$29M236K5.2%05
AVUV
AMERICAN CENTY ETF TR
$28M257K5.1%06
AVDV
AMERICAN CENTY ETF TR
$19M190K3.4%07
ITOT
ISHARES TR
$16M115K2.9%08
DFGX
DIMENSIONAL ETF TRUST
$16M305K2.9%09
SCHR
SCHWAB STRATEGIC TR
$11M433K1.9%10
NVDA
NVIDIA CORPORATION
$10M60K1.9%

Filing history

2026Q1Mar 31
$560M▲ 4.6%
79 positionsView →2025Q4Dec 31
$536M▲ 7.6%
80 positionsView →2025Q3Sep 30
$498M▲ 14.7%
78 positionsView →2025Q2Jun 30
$434M▲ 19.9%
73 positionsLocked2025Q1Mar 31
$362M▲ 1.5%
68 positionsLocked2024Q4Dec 31
$357M▲ 2.6%
60 positionsLocked2024Q3Sep 30
$348M▼ 1.8%
61 positionsLocked2024Q2Jun 30
$354M▲ 7.7%
65 positionsLocked2024Q1Mar 31
$329M▲ 15.0%
64 positionsLocked2023Q4Dec 31
$286M▲ 21.4%
59 positionsLocked2023Q3Sep 30
$236M▼ 1.4%
59 positionsLocked2023Q2Jun 30
$239M▲ 8.9%
59 positionsLocked
Showing 12 of 22