StockDriftsStockDriftsTop 50 Oakmont Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.6% | 21.8K | $15.0M | -1.03%(-227) | $618.71(+14.92%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.1% | 74.1K | $6.1M | -1.99%(-1.51K) | $73.04(+15.86%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.02% | 67.2K | $4.8M | +2.13%(+1.40K) | $61.70(+18.28%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.54% | 5.7K | $4.2M | -7.57%(-469) | $605.62(+19.02%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.51% | 70.0K | $4.2M | +1.73%(+1.19K) | $53.99(+11.88%) | 2026-06-30 | |
| ICSH | ISHARES TR | 3.43% | 80.8K | $4.1M | +23.39%(+15.32K) | $50.64(-0.30%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.71% | 39.2K | $3.2M | +2.16%(+828) | $69.33(+20.61%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.04% | 10.2K | $2.4M | +5.46%(+530) | $218.02(+13.11%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.94% | 27.9K | $2.3M | -1.13%(-320) | $83.91(-3.19%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 1.42% | 36.2K | $1.7M | +20.46%(+6.14K) | $46.99(-1.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.16% |
Oakmont Advisory Group, LLC reports $119.06M in US-listed equity holdings across 526 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.6%), DFUS (5.1%) and VEA (4.0%). The top 20 holdings account for 51% of reported assets. Its disclosed equity book has returned +8.69% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oakmont Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2115370). View Oakmont Advisory Group, LLC’s 13F filings on SEC