DOSSIER · 13F-HR · Q2 2026

Oath Planning, LLC

$135M in tracked AUM across 71 positions as of Q2 2026.

OP
CIK 0002109944 · last filed Jun 30, 2026
Total AUM
$135M
as of Q2 2026
Holdings
71
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Oath Planning, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BSV
VANGUARD BD INDEX FDS
$16M209K12.1%
02
UITB
VICTORY PORTFOLIOS II
$16M338K11.7%
03
VOO
VANGUARD INDEX FDS
$14M20K10.3%
04
VBR
VANGUARD INDEX FDS
$13M52K9.4%
05
AVDV
AMERICAN CENTY ETF TR
$6M62K4.7%
06
DFAC
DIMENSIONAL ETF TRUST
$6M143K4.7%
07
FNDF
SCHWAB STRATEGIC TR
$6M109K4.3%
08
FRDM
EA SERIES TRUST
$5M70K3.8%
09
VTV
VANGUARD INDEX FDS
$5M21K3.4%
10
PNC
PNC FINL SVCS GROUP INC
$4M15K2.8%

Filing history

2026Q2Jun 30
$135M 19.7%
71 positionsView →
2026Q1Mar 31
$113M 11.1%
69 positionsView →
2025Q4Dec 31
$101M
68 positionsView →