StockDriftsStockDriftsTop 50 Oath Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 12.06% | 208.6K | $16.3M | +22.96%(+38.95K) | $78.68(-1.49%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 11.74% | 337.7K | $15.8M | +23.80%(+64.91K) | $47.29(-2.50%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 10.32% | 20.2K | $13.9M | +8.96%(+1.66K) | $619.76(+14.73%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 9.37% | 51.9K | $12.6M | +12.21%(+5.65K) | $212.85(+17.52%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.73% | 61.9K | $6.4M | +11.64%(+6.45K) | $92.59(+18.58%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.7% | 142.8K | $6.3M | +3.33%(+4.61K) | $39.14(+17.49%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.27% | 109.0K | $5.8M | +12.00%(+11.67K) | $44.90(+23.13%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 3.78% | 69.9K | $5.1M | -5.59%(-4.14K) | $47.86(+40.31%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.45% | 21.3K | $4.6M | +10.85%(+2.09K) | $191.11(+18.15%) | 2026-06-30 | |
| PNC | PNC FINL SVCS GROUP INC | 2.8% | 15.3K | $3.8M | +0.30%(+46) | $204.89(+23.30%) | 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 | — | — | — | — | +9.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.97% |
Oath Planning, LLC reports $134.72M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are BSV (12.1%), UITB (11.7%) and VOO (10.3%). The top 20 holdings account for 82.41% of reported assets. Its disclosed equity book has returned +9.63% 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 Oath Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109944). View Oath Planning, LLC’s 13F filings on SEC