StockDriftsStockDriftsTop 50 Oakwell Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 33.77% | 550.4K | $203.7M | -5.72%(-33.42K) | $243.70(+56.76%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.55% | 1.06M | $75.7M | -5.76%(-64.96K) | $50.05(+45.83%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.99% | 1.04M | $42.1M | -7.35%(-82.23K) | $25.05(+57.29%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.48% | 223.0K | $33.1M | -5.30%(-12.47K) | $98.01(+51.78%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.94% | 238.9K | $29.8M | -7.01%(-18.00K) | $85.13(+49.74%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.11% | 114.1K | $18.7M | -1.13%(-1.30K) | $83.09(+104.09%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 2.98% | 174.6K | $18.0M | -8.07%(-15.33K) | $66.76(+64.45%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 2.76% | 310.5K | $16.6M | +1.78%(+5.44K) | $53.57(-2.11%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2% | 60.2K | $12.0M | +0.25%(+151) | $77.02(+186.24%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 1.81% | 441.9K | $10.9M | +2.01%(+8.70K) | $26.48(-7.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.49% | +7.31% | +42.33% |
| Top 20 Holdings Unweighted | +14.10% | +48.55% | +5.96% | +33.55% |
Oakwell Private Wealth Management, LLC reports $603.17M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are VTI (33.8%), VEA (12.6%) and DFEM (7.0%). The top 20 holdings account for 89.2% of reported assets. Its disclosed equity book has returned +56.49% on a three-year cumulative basis. 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 Oakwell Private Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844024). View Oakwell Private Wealth Management, LLC’s 13F filings on SEC