§ 13F · FUND PROFILE
Oakwell Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $434.2T (13F)Positions · 73Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 541K | $181.3T | 33.8% | +5% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.05M | $65.6T | 12.2% | +4% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 1.06M | $35.1T | 6.6% | +3% |
| 4 | IJR | ISHARES TR | 221K | $26.6T | 5.0% | +5% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 238K | $24.3T | 4.5% | +5% |
| 6 | ITOT | ISHARES TR | 115K | $17.1T | 3.2% | ±0% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 177K | $16.6T | 3.1% | +1% |
| 8 | DFGX | DIMENSIONAL ETF TRUST | 293K | $15.4T | 2.9% | +12% |
| 9 | NVDA | NVIDIA CORPORATION | 59K | $11.1T | 2.1% | +39% |
| 10 | SCHR | SCHWAB STRATEGIC TR | 416K | $10.4T | 1.9% | +11% |
§ 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 $434223.3 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed