§ 13F · FUND PROFILE
Oath Planning, LLC.
AUM · $135M (13F)Positions · 71Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 209K | $16M | 12.1% | +23% |
| 2 | UITB | VICTORY PORTFOLIOS II | 338K | $16M | 11.7% | +24% |
| 3 | VOO | VANGUARD INDEX FDS | 20K | $14M | 10.3% | +9% |
| 4 | VBR | VANGUARD INDEX FDS | 52K | $13M | 9.4% | +12% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 62K | $6M | 4.7% | +12% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 143K | $6M | 4.7% | +3% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 109K | $6M | 4.3% | +12% |
| 8 | FRDM | EA SERIES TRUST | 70K | $5M | 3.8% | −6% |
| 9 | VTV | VANGUARD INDEX FDS | 21K | $5M | 3.4% | +11% |
| 10 | PNC | PNC FINL SVCS GROUP INC | 15K | $4M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OATH SIGNAL
AC read
Oath Planning, LLC is a Other fund managing $135 million in assets. The fund runs a portfolio of 71 positions.
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