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

Occidental Asset Management, LLC

$844M in tracked AUM across 284 positions as of Q1 2026.

OA
CIK 0001770994 · last filed Mar 31, 2026
Total AUM
$844M
as of Q1 2026
Holdings
284
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Occidental Asset 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
NVDA
NVIDIA CORPORATION
$57M325K6.7%02
AAPL
APPLE INC
$46M181K5.4%03
SPIB
SPDR SERIES TRUST
$28M829K3.3%04
FLOT
ISHARES TR
$27M539K3.3%05
SPSB
SPDR SERIES TRUST
$26M854K3.0%06
MSFT
MICROSOFT CORP
$22M60K2.6%07
SGOV
ISHARES TR
$21M211K2.5%08
BNDC
FLEXSHARES TR
$20M881K2.3%09
FBND
FIDELITY MERRIMACK STR TR
$19M421K2.3%10
GOOG
ALPHABET INC
$17M60K2.1%

Filing history

2026Q1Mar 31
$844M▲ 1.4%
284 positionsView →2025Q4Dec 31
$832M▲ 4.5%
295 positionsView →2025Q3Sep 30
$797M▲ 9.9%
275 positionsView →2025Q2Jun 30
$725M▲ 9.4%
268 positionsLocked2025Q1Mar 31
$662M▲ 3.4%
253 positionsLocked2024Q4Dec 31
$641M▲ 3.4%
219 positionsLocked2024Q3Sep 30
$620M▲ 8.8%
220 positionsLocked2024Q2Jun 30
$570M▲ 6.5%
207 positionsLocked2024Q1Mar 31
$535M▲ 11.0%
202 positionsLocked2023Q4Dec 31
$482M▲ 11.6%
208 positionsLocked2023Q3Sep 30
$432M▼ 2.2%
201 positionsLocked2023Q2Jun 30
$442M▲ 10.1%
215 positionsLocked
Showing 12 of 49