What does Oakwell Private Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$187M584K33.4%

VANGUARD TAX-MANAGED FDS

$72M1.1M12.9%

DIMENSIONAL ETF TRUST

$39M1.1M6.9%

ISHARES TR

$29M236K5.2%

AMERICAN CENTY ETF TR

$28M257K5.1%

AMERICAN CENTY ETF TR

$19M190K3.4%

ISHARES TR

$16M115K2.9%

DIMENSIONAL ETF TRUST

$16M305K2.9%

SCHWAB STRATEGIC TR

$11M433K1.9%

NVIDIA CORPORATION

$10M60K1.9%

Filing history loading…