§ 13F · FUND PROFILE
Oath Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 68Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101.3T 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 FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 138K | $10.9T | 10.7% | NEW |
| 2 | UITB | VICTORY PORTFOLIOS II | 222K | $10.5T | 10.4% | NEW |
| 3 | VOO | VANGUARD INDEX FDS | 15K | $9.7T | 9.5% | NEW |
| 4 | VBR | VANGUARD INDEX FDS | 38K | $8.0T | 7.9% | NEW |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 141K | $5.6T | 5.5% | NEW |
| 6 | AVDV | AMERICAN CENTY ETF TR | 52K | $4.9T | 4.8% | NEW |
| 7 | FNDF | SCHWAB STRATEGIC TR | 91K | $4.1T | 4.1% | NEW |
| 8 | FRDM | EA SERIES TRUST | 73K | $3.7T | 3.7% | NEW |
| 9 | PNC | PNC FINL SVCS GROUP INC | 15K | $3.2T | 3.1% | NEW |
| 10 | VTV | VANGUARD INDEX FDS | 16K | $3.1T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OATH SIGNAL
AC read
Oath Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed