Sponsored
The Analysis of Oakmont Advisory Group, LLC's Holdings & P&L
Currently, Oakmont Advisory Group, LLC holds 119 types of securities in its portfolio with a total value $98.2M. In the most recent quarter, they have increased their positions in DFUS (+26.5K shares, valued at $1.9M), N/A (+3.1K shares, valued at $1.9M), VWO (+18.0K shares, valued at $974.1K); decreased their positions in N/A (-11.1K shares, valued at $2.1M), N/A (-11.5K shares, valued at $843.4K), USMV (-8.7K shares, valued at $811.3K); initiated new positions in XLV (+5.7K shares, valued at $835.7K), FFEB (+13.6K shares, valued at $757.8K), FJAN (+14.8K shares, valued at $745.5K).
1M P&L
+775.7K+0.97%
3M P&L
-113.4K-0.14%
HY P&L
-1.7M-2.10%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A59.4M
77.2%
2Household & Personal Products1.4M
1.8%
3Semiconductors1.2M
1.5%
Top Industries by Stock Count
1N/A59 stocks
53.6%
2Household & Personal Products4 stocks
3.6%
3Packaged Foods3 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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VANGUARD INDEX FDS
16.37%VANGUARD INDEX FDS
Shares22.1K
Event2026-03-31
Filed2026-05-12
DFUS
53.99%DIMENSIONAL ETF TRUST
Shares75.7K
Event2026-03-31
Filed2026-05-12
VEA
24.05%VANGUARD TAX-MANAGED FDS
Shares65.8K
Event2026-03-31
Filed2026-05-12
VWO
35.47%VANGUARD INTL EQUITY INDEX F
Shares68.8K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
17.41%INVESCO QQQ TR
Shares6.2K
Event2026-03-31
Filed2026-05-12
ICSH
37.81%ISHARES TR
Shares65.5K
Event2026-03-31
Filed2026-05-12
DFAS
10.35%DIMENSIONAL ETF TRUST
Shares38.3K
Event2026-03-31
Filed2026-05-12
VCIT
3.03%VANGUARD SCOTTSDALE FDS
Shares28.3K
Event2026-03-31
Filed2026-05-12
VIG
22.98%VANGUARD SPECIALIZED FUNDS
Shares9.7K
Event2026-03-31
Filed2026-05-12
BND
12.60%VANGUARD BD INDEX FDS
Shares24.2K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
-59.23%INVESCO EXCHANGE TRADED FD T
Shares7.7K
Event2026-03-31
Filed2026-05-12
CWB
13.68%SPDR SERIES TRUST
Shares15.5K
Event2026-03-31
Filed2026-05-12
VMBS
2.91%VANGUARD SCOTTSDALE FDS
Shares30.0K
Event2026-03-31
Filed2026-05-12
BIV
0.38%VANGUARD BD INDEX FDS
Shares15.2K
Event2026-03-31
Filed2026-05-12
VGLT
-0.65%VANGUARD SCOTTSDALE FDS
Shares21.0K
Event2026-03-31
Filed2026-05-12
VGIT
3.11%VANGUARD SCOTTSDALE FDS
Shares19.3K
Event2026-03-31
Filed2026-05-12
SPDR SERIES TRUST
-13.31%SPDR SERIES TRUST
Shares11.5K
Event2026-03-31
Filed2026-05-12
BNDX
20.42%VANGUARD CHARLOTTE FDS
Shares22.8K
Event2026-03-31
Filed2026-05-12
SHYG
-14.47%ISHARES TR
Shares24.9K
Event2026-03-31
Filed2026-05-12
VYM
-1.46%VANGUARD WHITEHALL FDS
Shares6.3K
Event2026-03-31
Filed2026-05-12
VB
25.50%VANGUARD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-05-12
VO
27.28%VANGUARD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-05-12
PFF
48.98%ISHARES TR
Shares27.9K
Event2026-03-31
Filed2026-05-12
VNQ
28.17%VANGUARD INDEX FDS
Shares9.5K
Event2026-03-31
Filed2026-05-12
XLP
1.68%SELECT SECTOR SPDR TR
Shares10.3K
Event2026-03-31
Filed2026-05-12
XLV
NewSELECT SECTOR SPDR TR
Shares5.7K
Event2026-03-31
Filed2026-05-12
GLDI
8.71%UBS AG
Shares5.0K
Event2026-03-31
Filed2026-05-12
GLDM
24.65%WORLD GOLD TR
Shares8.7K
Event2026-03-31
Filed2026-05-12
COST
11.20%COSTCO WHOLESALE CORPORATION
Shares804
Event2026-03-31
Filed2026-05-12
FFEB
NewFIRST TR EXCHNG TRADED FD VI
Shares13.6K
Event2026-03-31
Filed2026-05-12
FNOV
-6.53%FIRST TR EXCHNG TRADED FD VI
Shares14.0K
Event2026-03-31
Filed2026-05-12
FJAN
NewFIRST TR EXCHNG TRADED FD VI
Shares14.8K
Event2026-03-31
Filed2026-05-12
FDEC
NewFIRST TR EXCHNG TRADED FD VI
Shares15.0K
Event2026-03-31
Filed2026-05-12
RYLD
55.82%GLOBAL X FDS
Shares49.5K
Event2026-03-31
Filed2026-05-12
VCSH
-26.15%VANGUARD SCOTTSDALE FDS
Shares9.3K
Event2026-03-31
Filed2026-05-12
JEPI
39.86%J P MORGAN EXCHANGE TRADED F
Shares12.7K
Event2026-03-31
Filed2026-05-12
HYD
36.40%VANECK ETF TRUST
Shares13.7K
Event2026-03-31
Filed2026-05-12
YYY
15.01%AMPLIFY ETF TR
Shares57.8K
Event2026-03-31
Filed2026-05-12
VGSH
-25.46%VANGUARD SCOTTSDALE FDS
Shares10.7K
Event2026-03-31
Filed2026-05-12
FLOT
-16.36%ISHARES TR
Shares12.1K
Event2026-03-31
Filed2026-05-12
SCHD
-3.45%SCHWAB STRATEGIC TR
Shares19.8K
Event2026-03-31
Filed2026-05-12
STIP
-34.90%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-12
XLC
-17.38%SELECT SECTOR SPDR TR
Shares5.2K
Event2026-03-31
Filed2026-05-12
XLB
-27.96%SELECT SECTOR SPDR TR
Shares11.6K
Event2026-03-31
Filed2026-05-12
QYLD
-18.02%GLOBAL X FDS
Shares31.7K
Event2026-03-31
Filed2026-05-12
NVDA
8.45%NVIDIA CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-12
XLE
NewSELECT SECTOR SPDR TR
Shares7.9K
Event2026-03-31
Filed2026-05-12
XYLD
-13.68%GLOBAL X FDS
Shares12.3K
Event2026-03-31
Filed2026-05-12
MSFT
22.56%MICROSOFT CORP
Shares1.3K
Event2026-03-31
Filed2026-05-12
HDV
-3.23%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-12
DGRO
4.06%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-12
INVESCO EXCH TRADED FD TR II
-64.42%INVESCO EXCH TRADED FD TR II
Shares6.4K
Event2026-03-31
Filed2026-05-12
HIMS
177.29%HIMS & HERS HEALTH INC
Shares22.1K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
20.90%BROADCOM INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
HYGV
15.19%FLEXSHARES TR
Shares10.9K
Event2026-03-31
Filed2026-05-12
CF
-19.80%CF INDUSTRIES HOLD
Shares3.3K
Event2026-03-31
Filed2026-05-12
USMV
-65.22%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-12
DDEC
NewFIRST TR EXCHNG TRADED FD VI
Shares9.6K
Event2026-03-31
Filed2026-05-12
DJAN
NewFIRST TR EXCHNG TRADED FD VI
Shares10.0K
Event2026-03-31
Filed2026-05-12
DFEB
NewFIRST TR EXCHNG TRADED FD VI
Shares8.9K
Event2026-03-31
Filed2026-05-12
DNOV
-1.77%FIRST TR EXCHNG TRADED FD VI
Shares8.8K
Event2026-03-31
Filed2026-05-12
FLEX
2.91%FLEXTRONICS INTL LTD
Shares6.3K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
7.14%ALPHABET INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
IDV
1.09%ISHARES TR
Shares9.6K
Event2026-03-31
Filed2026-05-12
ZM
22.38%ZOOM COMMUNICATIONS INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
UTHR
2.41%UNITED THERAPEUTICS CORP DEL
Shares680
Event2026-03-31
Filed2026-05-12
LNG
0.07%CHENIERE ENERGY INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
APP
42.90%APPLOVIN CORP
Shares946
Event2026-03-31
Filed2026-05-12
MPWR
-8.78%MONOLITHIC PWR SYS INC
Shares343
Event2026-03-31
Filed2026-05-12
EOG
-11.62%EOG RES INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
NBIX
20.30%NEUROCRINE BIOSCIENCES INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
SPY
0.70%STATE STR SPDR S&P 500 ETF T
Shares572
Event2026-03-31
Filed2026-05-12
VZ
-15.72%VERIZON COMMUNICATIONS INC
Shares7.0K
Event2026-03-31
Filed2026-05-12
FOXA
17.64%FOX CORP
Shares6.0K
Event2026-03-31
Filed2026-05-12
JNJ
-14.01%JOHNSON & JOHNSON
Shares1.4K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
-13.20%MERCK & CO INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
CHWY
35.75%CHEWY INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
EXEL
6.91%EXELIXIS INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
DVYE
2.24%ISHARES INC
Shares9.7K
Event2026-03-31
Filed2026-05-12
TOST
NewTOAST INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
MO
-12.30%ALTRIA GROUP INC
Shares5.0K
Event2026-03-31
Filed2026-05-12
MMSI
20.13%MERIT MED SYS INC
Shares4.8K
Event2026-03-31
Filed2026-05-12
GILD
-13.91%GILEAD SCIENCES INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
CME
-9.63%CME GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
RL
7.71%RALPH LAUREN CORP
Shares950
Event2026-03-31
Filed2026-05-12
CBOE
-11.97%CBOE GLOBAL MKTS INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
SNA
-8.88%SNAP ON INC
Shares893
Event2026-03-31
Filed2026-05-12
PODD
34.96%INSULET CORP
Shares1.5K
Event2026-03-31
Filed2026-05-12
ELAN
-4.79%ELANCO ANIMAL HEALTH INC
Shares13.3K
Event2026-03-31
Filed2026-05-12
TROW
12.91%PRICE T ROWE GROUP INC
Shares3.5K
Event2026-03-31
Filed2026-05-12
HALO
NewHALOZYME THERAPEUTICS INC
Shares4.9K
Event2026-03-31
Filed2026-05-12
PG
-5.00%PROCTER & GAMBLE CO
Shares2.2K
Event2026-03-31
Filed2026-05-12
TSLA
0.48%TESLA INC
Shares841
Event2026-03-31
Filed2026-05-12
VIGI
3.46%VANGUARD WHITEHALL FDS
Shares3.5K
Event2026-03-31
Filed2026-05-12
ITW
-12.26%ILLINOIS TOOL WKS INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
PEP
-8.47%PEPSICO INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
ABT
18.55%ABBOTT LABORATORIES
Shares3.0K
Event2026-03-31
Filed2026-05-12
VICI
-2.68%VICI PPTYS INC
Shares11.1K
Event2026-03-31
Filed2026-05-12
CMCSA
-8.57%COMCAST CORP NEW
Shares10.6K
Event2026-03-31
Filed2026-05-12
LLY
NewELI LILLY & CO
Shares329
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
22.03%ACCENTURE PLC IRELAND
Shares1.5K
Event2026-03-31
Filed2026-05-12
PHM
0.79%PULTE GROUP INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
CL
-15.49%COLGATE PALMOLIVE CO
Shares3.5K
Event2026-03-31
Filed2026-05-12
DECK
-15.51%DECKERS OUTDOOR CORP
Shares3.0K
Event2026-03-31
Filed2026-05-12
MU
-36.39%MICRON TECHNOLOGY INC
Shares874
Event2026-03-31
Filed2026-05-12
KHC
2.35%KRAFT HEINZ CO
Shares13.0K
Event2026-03-31
Filed2026-05-12
AVY
-7.65%AVERY DENNISON CORP
Shares1.7K
Event2026-03-31
Filed2026-05-12
KMB
0.34%KIMBERLY-CLARK CORP
Shares3.0K
Event2026-03-31
Filed2026-05-12
AOS
NewSMITH A O CORP
Shares4.3K
Event2026-03-31
Filed2026-05-12
PLTR
4.98%PALANTIR TECHNOLOGIES INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
VYMI
-4.88%VANGUARD WHITEHALL FDS
Shares2.9K
Event2026-03-31
Filed2026-05-12
GIS
9.73%GENERAL MILLS INC
Shares7.4K
Event2026-03-31
Filed2026-05-12
CAG
0.49%CONAGRA BRANDS INC
Shares17.3K
Event2026-03-31
Filed2026-05-12
THC
-4.07%TENET HEALTHCARE CORP
Shares1.4K
Event2026-03-31
Filed2026-05-12
AAPL
12.18%APPLE INC
Shares967
Event2026-03-31
Filed2026-05-12
SPYD
NewSPDR SERIES TRUST
Shares5.2K
Event2026-03-31
Filed2026-05-12
IJR
-0.59%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-12
VTEB
NewVANGUARD MUN BD FDS
Shares4.5K
Event2026-03-31
Filed2026-05-12
KBWD
-9.38%INVESCO EXCH TRADED FD TR II
Shares12.7K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available