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%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
16.37%
Shares22.1K
Event2026-03-31
Filed2026-05-12
DFUS
DIMENSIONAL ETF TRUST
53.99%
Shares75.7K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
24.05%
Shares65.8K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
35.47%
Shares68.8K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
17.41%
Shares6.2K
Event2026-03-31
Filed2026-05-12
ICSH
ISHARES TR
37.81%
Shares65.5K
Event2026-03-31
Filed2026-05-12
DFAS
DIMENSIONAL ETF TRUST
10.35%
Shares38.3K
Event2026-03-31
Filed2026-05-12
VCIT
VANGUARD SCOTTSDALE FDS
3.03%
Shares28.3K
Event2026-03-31
Filed2026-05-12
VIG
VANGUARD SPECIALIZED FUNDS
22.98%
Shares9.7K
Event2026-03-31
Filed2026-05-12
BND
VANGUARD BD INDEX FDS
12.60%
Shares24.2K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-59.23%
Shares7.7K
Event2026-03-31
Filed2026-05-12
CWB
SPDR SERIES TRUST
13.68%
Shares15.5K
Event2026-03-31
Filed2026-05-12
VMBS
VANGUARD SCOTTSDALE FDS
2.91%
Shares30.0K
Event2026-03-31
Filed2026-05-12
BIV
VANGUARD BD INDEX FDS
0.38%
Shares15.2K
Event2026-03-31
Filed2026-05-12
VGLT
VANGUARD SCOTTSDALE FDS
-0.65%
Shares21.0K
Event2026-03-31
Filed2026-05-12
VGIT
VANGUARD SCOTTSDALE FDS
3.11%
Shares19.3K
Event2026-03-31
Filed2026-05-12
SPDR SERIES TRUST
SPDR SERIES TRUST
-13.31%
Shares11.5K
Event2026-03-31
Filed2026-05-12
BNDX
VANGUARD CHARLOTTE FDS
20.42%
Shares22.8K
Event2026-03-31
Filed2026-05-12
SHYG
ISHARES TR
-14.47%
Shares24.9K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
-1.46%
Shares6.3K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
25.50%
Shares3.3K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD INDEX FDS
27.28%
Shares3.0K
Event2026-03-31
Filed2026-05-12
PFF
ISHARES TR
48.98%
Shares27.9K
Event2026-03-31
Filed2026-05-12
VNQ
VANGUARD INDEX FDS
28.17%
Shares9.5K
Event2026-03-31
Filed2026-05-12
XLP
SELECT SECTOR SPDR TR
1.68%
Shares10.3K
Event2026-03-31
Filed2026-05-12
XLV
SELECT SECTOR SPDR TR
New
Shares5.7K
Event2026-03-31
Filed2026-05-12
GLDI
UBS AG
8.71%
Shares5.0K
Event2026-03-31
Filed2026-05-12
GLDM
WORLD GOLD TR
24.65%
Shares8.7K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
11.20%
Shares804
Event2026-03-31
Filed2026-05-12
FFEB
FIRST TR EXCHNG TRADED FD VI
New
Shares13.6K
Event2026-03-31
Filed2026-05-12
FNOV
FIRST TR EXCHNG TRADED FD VI
-6.53%
Shares14.0K
Event2026-03-31
Filed2026-05-12
FJAN
FIRST TR EXCHNG TRADED FD VI
New
Shares14.8K
Event2026-03-31
Filed2026-05-12
FDEC
FIRST TR EXCHNG TRADED FD VI
New
Shares15.0K
Event2026-03-31
Filed2026-05-12
RYLD
GLOBAL X FDS
55.82%
Shares49.5K
Event2026-03-31
Filed2026-05-12
VCSH
VANGUARD SCOTTSDALE FDS
-26.15%
Shares9.3K
Event2026-03-31
Filed2026-05-12
JEPI
J P MORGAN EXCHANGE TRADED F
39.86%
Shares12.7K
Event2026-03-31
Filed2026-05-12
HYD
VANECK ETF TRUST
36.40%
Shares13.7K
Event2026-03-31
Filed2026-05-12
YYY
AMPLIFY ETF TR
15.01%
Shares57.8K
Event2026-03-31
Filed2026-05-12
VGSH
VANGUARD SCOTTSDALE FDS
-25.46%
Shares10.7K
Event2026-03-31
Filed2026-05-12
FLOT
ISHARES TR
-16.36%
Shares12.1K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB STRATEGIC TR
-3.45%
Shares19.8K
Event2026-03-31
Filed2026-05-12
STIP
ISHARES TR
-34.90%
Shares5.8K
Event2026-03-31
Filed2026-05-12
XLC
SELECT SECTOR SPDR TR
-17.38%
Shares5.2K
Event2026-03-31
Filed2026-05-12
XLB
SELECT SECTOR SPDR TR
-27.96%
Shares11.6K
Event2026-03-31
Filed2026-05-12
QYLD
GLOBAL X FDS
-18.02%
Shares31.7K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
8.45%
Shares2.8K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
New
Shares7.9K
Event2026-03-31
Filed2026-05-12
XYLD
GLOBAL X FDS
-13.68%
Shares12.3K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
22.56%
Shares1.3K
Event2026-03-31
Filed2026-05-12
HDV
ISHARES TR
-3.23%
Shares3.4K
Event2026-03-31
Filed2026-05-12
DGRO
ISHARES TR
4.06%
Shares6.7K
Event2026-03-31
Filed2026-05-12
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-64.42%
Shares6.4K
Event2026-03-31
Filed2026-05-12
HIMS
HIMS & HERS HEALTH INC
177.29%
Shares22.1K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
20.90%
Shares1.4K
Event2026-03-31
Filed2026-05-12
HYGV
FLEXSHARES TR
15.19%
Shares10.9K
Event2026-03-31
Filed2026-05-12
CF
CF INDUSTRIES HOLD
-19.80%
Shares3.3K
Event2026-03-31
Filed2026-05-12
USMV
ISHARES TR
-65.22%
Shares4.7K
Event2026-03-31
Filed2026-05-12
DDEC
FIRST TR EXCHNG TRADED FD VI
New
Shares9.6K
Event2026-03-31
Filed2026-05-12
DJAN
FIRST TR EXCHNG TRADED FD VI
New
Shares10.0K
Event2026-03-31
Filed2026-05-12
DFEB
FIRST TR EXCHNG TRADED FD VI
New
Shares8.9K
Event2026-03-31
Filed2026-05-12
DNOV
FIRST TR EXCHNG TRADED FD VI
-1.77%
Shares8.8K
Event2026-03-31
Filed2026-05-12
FLEX
FLEXTRONICS INTL LTD
2.91%
Shares6.3K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
7.14%
Shares1.4K
Event2026-03-31
Filed2026-05-12
IDV
ISHARES TR
1.09%
Shares9.6K
Event2026-03-31
Filed2026-05-12
ZM
ZOOM COMMUNICATIONS INC
22.38%
Shares5.1K
Event2026-03-31
Filed2026-05-12
UTHR
UNITED THERAPEUTICS CORP DEL
2.41%
Shares680
Event2026-03-31
Filed2026-05-12
LNG
CHENIERE ENERGY INC
0.07%
Shares1.4K
Event2026-03-31
Filed2026-05-12
APP
APPLOVIN CORP
42.90%
Shares946
Event2026-03-31
Filed2026-05-12
MPWR
MONOLITHIC PWR SYS INC
-8.78%
Shares343
Event2026-03-31
Filed2026-05-12
EOG
EOG RES INC
-11.62%
Shares2.6K
Event2026-03-31
Filed2026-05-12
NBIX
NEUROCRINE BIOSCIENCES INC
20.30%
Shares2.8K
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
0.70%
Shares572
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
-15.72%
Shares7.0K
Event2026-03-31
Filed2026-05-12
FOXA
FOX CORP
17.64%
Shares6.0K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-14.01%
Shares1.4K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
-13.20%
Shares2.8K
Event2026-03-31
Filed2026-05-12
CHWY
CHEWY INC
35.75%
Shares12.5K
Event2026-03-31
Filed2026-05-12
EXEL
EXELIXIS INC
6.91%
Shares7.8K
Event2026-03-31
Filed2026-05-12
DVYE
ISHARES INC
2.24%
Shares9.7K
Event2026-03-31
Filed2026-05-12
TOST
TOAST INC
New
Shares12.5K
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
-12.30%
Shares5.0K
Event2026-03-31
Filed2026-05-12
MMSI
MERIT MED SYS INC
20.13%
Shares4.8K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
-13.91%
Shares2.4K
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
-9.63%
Shares1.1K
Event2026-03-31
Filed2026-05-12
RL
RALPH LAUREN CORP
7.71%
Shares950
Event2026-03-31
Filed2026-05-12
CBOE
CBOE GLOBAL MKTS INC
-11.97%
Shares1.2K
Event2026-03-31
Filed2026-05-12
SNA
SNAP ON INC
-8.88%
Shares893
Event2026-03-31
Filed2026-05-12
PODD
INSULET CORP
34.96%
Shares1.5K
Event2026-03-31
Filed2026-05-12
ELAN
ELANCO ANIMAL HEALTH INC
-4.79%
Shares13.3K
Event2026-03-31
Filed2026-05-12
TROW
PRICE T ROWE GROUP INC
12.91%
Shares3.5K
Event2026-03-31
Filed2026-05-12
HALO
HALOZYME THERAPEUTICS INC
New
Shares4.9K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
-5.00%
Shares2.2K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
0.48%
Shares841
Event2026-03-31
Filed2026-05-12
VIGI
VANGUARD WHITEHALL FDS
3.46%
Shares3.5K
Event2026-03-31
Filed2026-05-12
ITW
ILLINOIS TOOL WKS INC
-12.26%
Shares1.2K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
-8.47%
Shares2.0K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
18.55%
Shares3.0K
Event2026-03-31
Filed2026-05-12
VICI
VICI PPTYS INC
-2.68%
Shares11.1K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
-8.57%
Shares10.6K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
New
Shares329
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
22.03%
Shares1.5K
Event2026-03-31
Filed2026-05-12
PHM
PULTE GROUP INC
0.79%
Shares2.5K
Event2026-03-31
Filed2026-05-12
CL
COLGATE PALMOLIVE CO
-15.49%
Shares3.5K
Event2026-03-31
Filed2026-05-12
DECK
DECKERS OUTDOOR CORP
-15.51%
Shares3.0K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
-36.39%
Shares874
Event2026-03-31
Filed2026-05-12
KHC
KRAFT HEINZ CO
2.35%
Shares13.0K
Event2026-03-31
Filed2026-05-12
AVY
AVERY DENNISON CORP
-7.65%
Shares1.7K
Event2026-03-31
Filed2026-05-12
KMB
KIMBERLY-CLARK CORP
0.34%
Shares3.0K
Event2026-03-31
Filed2026-05-12
AOS
SMITH A O CORP
New
Shares4.3K
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
4.98%
Shares1.9K
Event2026-03-31
Filed2026-05-12
VYMI
VANGUARD WHITEHALL FDS
-4.88%
Shares2.9K
Event2026-03-31
Filed2026-05-12
GIS
GENERAL MILLS INC
9.73%
Shares7.4K
Event2026-03-31
Filed2026-05-12
CAG
CONAGRA BRANDS INC
0.49%
Shares17.3K
Event2026-03-31
Filed2026-05-12
THC
TENET HEALTHCARE CORP
-4.07%
Shares1.4K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
12.18%
Shares967
Event2026-03-31
Filed2026-05-12
SPYD
SPDR SERIES TRUST
New
Shares5.2K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
-0.59%
Shares1.8K
Event2026-03-31
Filed2026-05-12
VTEB
VANGUARD MUN BD FDS
New
Shares4.5K
Event2026-03-31
Filed2026-05-12
KBWD
INVESCO EXCH TRADED FD TR II
-9.38%
Shares12.7K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available