Oakwell Private Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Oakwell Private Wealth Management, LLC held in its portfolio 76 assets valued at $535,653,797 (i.e. $535.65M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($181.27M), VANGUARD TAX-MANAGED FDS ($65.59M), and DIMENSIONAL ETF TRUST ($35.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Oakwell Private Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 540662 | 181267899 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 1049888 | 65586473 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 1062006 | 35131157 | EMERGING MKTS CO |
| ISHARES TR | 221021 | 26562244 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 238465 | 24318691 | US SML CP VALU |
| ISHARES TR | 115288 | 17142243 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 176947 | 16627713 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 292994 | 15421741 | GLOBAL EX US COR |
| NVIDIA CORPORATION | 59486 | 11094128 | COM |
| SCHWAB STRATEGIC TR | 415988 | 10432970 | INT-TRM U.S TRES |
| VANGUARD SCOTTSDALE FDS | 116169 | 9262162 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 371523 | 9054016 | SHT TM US TRES |
| SCHWAB STRATEGIC TR | 327846 | 8822336 | US LRG CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 168523 | 8510412 | MUNICIPAL ETF |
| VANGUARD SCOTTSDALE FDS | 98848 | 8278480 | INT-TERM CORP |
| ISHARES TR | 83586 | 7477604 | CORE MSCI EAFE |
| SPDR SERIES TRUST | 166106 | 6864115 | STATE STREET SPD |
| INVESCO QQQ TR | 10038 | 6166282 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 104498 | 5617812 | FTSE EMR MKT ETF |
| ISHARES TR | 6645 | 4551488 | CORE S&P500 ETF |
| MICROSOFT CORP | 7720 | 3733662 | COM |
| ALPHABET INC | 9058 | 2835293 | CAP STK CL A |
| APPLE INC | 9881 | 2686200 | COM |
| ISHARES U S ETF TR | 26100 | 2651495 | U.S. TECH INDEPD |
| JPMORGAN CHASE & CO. | 7999 | 2577338 | COM |
| SCHWAB STRATEGIC TR | 70151 | 2297445 | EMRG MKTEQ ETF |
| ISHARES TR | 9171 | 2257533 | RUSSELL 2000 ETF |
| ISHARES TR | 20958 | 2103764 | 0-3 MNTH TREASRY |
| SCHWAB STRATEGIC TR | 66877 | 1904643 | US SML CAP ETF |
| ISHARES TR | 18498 | 1776391 | MSCI EAFE ETF |
| VISA INC | 5019 | 1760293 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 3074 | 1545187 | CL B NEW |
| AMAZON COM INC | 6679 | 1541615 | COM |
| META PLATFORMS INC | 2323 | 1533500 | CL A |
| J P MORGAN EXCHANGE TRADED F | 29565 | 1506041 | ULTRA SHT MUNCPL |
| ISHARES TR | 5995 | 1500608 | MSCI USA MMENTM |
| ORACLE CORP | 7217 | 1406676 | COM |
| VANGUARD INDEX FDS | 2060 | 1291831 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 26324 | 1198532 | INTL SCEQT ETF |
| SCHWAB STRATEGIC TR | 43541 | 1142077 | US BRD MKT ETF |
| TESLA INC | 2488 | 1118903 | COM |
| DIMENSIONAL ETF TRUST | 26857 | 1063269 | US CORE EQUITY 2 |
| ADVANCED MICRO DEVICES INC | 4955 | 1061229 | COM |
| ALPHABET INC | 3172 | 995438 | CAP STK CL C |
| BROADCOM INC | 2872 | 993999 | COM |
| GLOBE LIFE INC | 7001 | 979160 | COM |
| PIMCO ETF TR | 16728 | 876714 | INTER MUN BD ACT |
| WALMART INC | 7601 | 846807 | COM |
| AMERICAN CENTY ETF TR | 6809 | 761110 | US EQT ETF |
| ISHARES TR | 10784 | 711744 | CORE S&P MCP ETF |
| ELI LILLY & CO | 644 | 692354 | COM |
| ISHARES TR | 5240 | 645882 | S&P 500 GRWT ETF |
| SELECT SECTOR SPDR TR | 4042 | 581927 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 18063 | 543154 | US MID-CAP ETF |
| PALANTIR TECHNOLOGIES INC | 3021 | 536983 | CL A |
| EXXON MOBIL CORP | 3906 | 470048 | COM |
| INVESCO EXCH TRADED FD TR II | 1820 | 460343 | NASDAQ 100 ETF |
| VANGUARD CHARLOTTE FDS | 6753 | 326305 | TOTAL INT BD ETF |
| OCCIDENTAL PETE CORP | 7930 | 326082 | COM |
| KINDER MORGAN INC DEL | 11619 | 319406 | COM |
| UNION PAC CORP | 1347 | 311544 | COM |
| VANECK ETF TRUST | 818 | 294586 | SEMICONDUCTR ETF |
| SPDR INDEX SHS FDS | 6124 | 271967 | PORTFOLIO DEVLPD |
| HOME DEPOT INC | 785 | 270119 | COM |
| DIMENSIONAL ETF TRUST | 7981 | 261218 | WORLD EX US CORE |
| CHEVRON CORP NEW | 1693 | 258030 | COM |
| ISHARES INC | 3661 | 246092 | CORE MSCI EMKT |
| CATERPILLAR INC | 403 | 230867 | COM |
| IES HLDGS INC | 592 | 230300 | COM |
| ABBVIE INC | 996 | 227576 | COM |
| ARES CAPITAL CORP | 11100 | 224558 | COM |
| ISHARES TR | 474 | 224344 | RUS 1000 GRW ETF |
| SPDR S&P 500 ETF TR | 325 | 221882 | TR UNIT |
| MARTIN MARIETTA MATLS INC | 351 | 218554 | COM |
| TYSON FOODS INC | 3544 | 207773 | CL A |
| MERCADOLIBRE INC | 101 | 203440 | COM |
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