§ 13F · FUND PROFILE
Oakwell Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $498M (13F)Positions · 78Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$210K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 584K | $187M | 33.4% | +8% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $72M | 12.9% | +7% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 1.12M | $39M | 6.9% | +5% |
| 4 | IJR | ISHARES TR | 236K | $29M | 5.2% | +7% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 257K | $28M | 5.1% | +8% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 190K | $19M | 3.4% | +7% |
| 7 | ITOT | ISHARES TR | 115K | $16M | 2.9% | ±0% |
| 8 | DFGX | DIMENSIONAL ETF TRUST | 305K | $16M | 2.9% | +4% |
| 9 | SCHR | SCHWAB STRATEGIC TR | 433K | $11M | 1.9% | +4% |
| 10 | NVDA | NVIDIA CORPORATION | 60K | $10M | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKWELL SIGNAL
AC read
Oakwell Private Wealth Management, LLC is a Other fund managing $498 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed