Oath Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Oath Planning, LLC held in its portfolio 67 assets valued at $101,331,695 (i.e. $101.33M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($10.86M), VICTORY PORTFOLIOS II ($10.50M), and VANGUARD INDEX FDS ($9.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Oath Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 137769 | 10857547 | SHORT TRM BOND |
| VICTORY PORTFOLIOS II | 221758 | 10501299 | CORE INTERMEDIAT |
| VANGUARD INDEX FDS | 15426 | 9674060 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 37690 | 7982359 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 141482 | 5601268 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 52025 | 4888832 | INTL SMCP VLU |
| SCHWAB STRATEGIC TR | 91092 | 4118292 | FUNDAMENTAL INTL |
| EA SERIES TRUST | 73066 | 3746081 | FREEDOM 100 EM |
| PNC FINL SVCS GROUP INC | 15267 | 3186681 | COM |
| VANGUARD INDEX FDS | 15998 | 3055498 | VALUE ETF |
| EA SERIES TRUST | 107728 | 2510072 | EA BRIDGEWAY OMN |
| VANGUARD SCOTTSDALE FDS | 38743 | 2321894 | INTER TERM TREAS |
| DBX ETF TR | 44237 | 2128256 | XTRACK MSCI EAFE |
| HEICO CORP NEW | 6543 | 2117249 | COM |
| SPDR S&P 500 ETF TR | 2485 | 1694805 | TR UNIT |
| DIMENSIONAL ETF TRUST | 28672 | 1430756 | INTERNATNAL VAL |
| SELECT SECTOR SPDR TR | 32324 | 1304273 | STATE STREET REA |
| DIMENSIONAL ETF TRUST | 27454 | 1279095 | US MKTWIDE VALUE |
| SCHWAB STRATEGIC TR | 51280 | 1232773 | INTL EQTY ETF |
| SPDR GOLD TR | 2706 | 1072275 | GOLD SHS |
| HEICO CORP NEW | 4209 | 1062420 | CL A |
| NVIDIA CORPORATION | 5501 | 1026028 | COM |
| DIMENSIONAL ETF TRUST | 25020 | 950752 | INTL SMALL CAP V |
| INVESCO EXCHANGE TRADED FD T | 13779 | 787345 | S&P SMCP VLU MNT |
| VANGUARD INDEX FDS | 1595 | 778000 | GROWTH ETF |
| INTERNATIONAL BUSINESS MACHS | 2388 | 707263 | COM |
| DIMENSIONAL ETF TRUST | 20296 | 671389 | EMERGING MKTS CO |
| SPDR SERIES TRUST | 12168 | 612831 | STATE STREET SPD |
| EXXON MOBIL CORP | 4961 | 596947 | COM |
| ISHARES TR | 6625 | 592689 | CORE MSCI EAFE |
| ISHARES TR | 2962 | 588297 | MSCI USA QLT FCT |
| APPLE INC | 2155 | 585858 | COM |
| SCHWAB STRATEGIC TR | 11472 | 522327 | INTL SCEQT ETF |
| DIMENSIONAL ETF TRUST | 15816 | 517671 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 19298 | 509847 | GLOBAL REAL EST |
| VANGUARD MALVERN FDS | 9632 | 476406 | STRM INFPROIDX |
| WALMART INC | 4260 | 474539 | COM |
| DIMENSIONAL ETF TRUST | 12947 | 446154 | INTL CORE EQUITY |
| ISHARES TR | 4406 | 440091 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 8704 | 417357 | SHORT DURATION F |
| MCDONALDS CORP | 1358 | 415046 | COM |
| DIMENSIONAL ETF TRUST | 8760 | 409968 | US CORE EQT MKT |
| SELECT SECTOR SPDR TR | 2770 | 398790 | STATE STREET TEC |
| ISHARES TR | 2618 | 389230 | CORE S&P TTL STK |
| ISHARES TR | 6963 | 368226 | ISHS 1-5YR INVS |
| SPDR INDEX SHS FDS | 5861 | 364207 | GLB NAT RESRCE |
| DIMENSIONAL ETF TRUST | 5685 | 338485 | US TARGETED VLU |
| ELEVANCE HEALTH INC FORMERLY | 960 | 336428 | COM |
| ISHARES TR | 2759 | 329276 | 3 7 YR TREAS BD |
| VANGUARD INDEX FDS | 1118 | 324322 | MID CAP ETF |
| ISHARES TR | 1733 | 313968 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 3498 | 309532 | REAL ESTATE ETF |
| ISHARES TR | 1451 | 307752 | S&P 500 VAL ETF |
| AMAZON COM INC | 1184 | 273442 | COM |
| DIMENSIONAL ETF TRUST | 6827 | 259631 | US HIGH PROFITAB |
| WHEATON PRECIOUS METALS CORP | 2199 | 258450 | COM |
| DIMENSIONAL ETF TRUST | 7679 | 252562 | US SMALL CAP VAL |
| INVESCO EXCHANGE TRADED FD T | 4239 | 251294 | S&P 500 TOP 50 |
| AMERICAN CENTY ETF TR | 2413 | 246055 | US SML CP VALU |
| VANGUARD INTL EQUITY INDEX F | 1608 | 226824 | TT WRLD ST ETF |
| INVESCO QQQ TR | 349 | 214537 | UNIT SER 1 |
| EQT CORP | 4000 | 214405 | COM |
| HOME DEPOT INC | 621 | 213769 | COM |
| JOHNSON & JOHNSON | 1033 | 213704 | COM |
| DIMENSIONAL ETF TRUST | 3055 | 212839 | US SMALL CAP ETF |
| ONEOK INC NEW | 2867 | 210725 | COM |
| ISHARES TR | 308 | 210652 | CORE S&P500 ETF |
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