Oakwell Private Wealth Management, LLC

Est. AUM

$560.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$187.3M	583858	33.44%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$72.2M	1127248	12.89%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$38.7M	1119116	6.90%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$29.3M	235502	5.23%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$28.4M	256892	5.07%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$19.0M	189908	3.39%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$16.4M	115357	2.93%	SOLE
8	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$16.0M	305039	2.86%	SOLE
9	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$10.8M	433206	1.93%	SOLE
10	NVIDIA CORPORATION	COM	$10.5M	60062	1.87%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.6M	120640	1.71%	SOLE
12	SCHWAB STRATEGIC TR	SHT TM US TRES	$9.4M	386884	1.68%	SOLE
13	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$8.7M	174454	1.56%	SOLE
14	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.5M	103223	1.52%	SOLE
15	SCHWAB STRATEGIC TR	US LRG CAP ETF	$8.4M	327257	1.50%	SOLE
16	ISHARES TR	CORE MSCI EAFE	$7.6M	83713	1.35%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$5.8M	9979	1.03%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.6M	103208	1.00%	SOLE
19	ISHARES U S ETF TR	U.S. TECH INDEPD	$4.6M	52534	0.83%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$4.3M	6645	0.77%	SOLE
21	ISHARES TR	0-3 MNTH TREASRY	$3.7M	37130	0.67%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	116884	0.52%	SOLE
23	MICROSOFT CORP	COM	$2.8M	7646	0.51%	SOLE
24	ALPHABET INC	CAP STK CL A	$2.7M	9453	0.49%	SOLE
25	JPMORGAN CHASE & CO	COM	$2.5M	8546	0.45%	SOLE
26	APPLE INC	COM	$2.5M	9826	0.45%	SOLE
27	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	70151	0.41%	SOLE
28	ISHARES TR	RUSSELL 2000 ETF	$2.3M	9171	0.41%	SOLE
29	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.0M	67579	0.35%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	24617	0.35%	SOLE
31	ISHARES TR	MSCI EAFE ETF	$1.8M	18748	0.33%	SOLE
32	VISA INC	COM CL A	$1.6M	5398	0.29%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3207	0.27%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	15652	0.26%	SOLE
35	META PLATFORMS INC	CL A	$1.5M	2559	0.26%	SOLE
36	ISHARES TR	MSCI USA MMENTM	$1.4M	5803	0.25%	SOLE
37	AMAZON COM INC	COM	$1.3M	6389	0.24%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	2044	0.22%	SOLE
39	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.2M	25944	0.22%	SOLE
40	ORACLE CORP	COM	$1.2M	8041	0.21%	SOLE
41	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	43541	0.20%	SOLE
42	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.0M	26857	0.19%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$1.0M	5058	0.18%	SOLE
44	GLOBE LIFE INC	COM	$974K	7001	0.17%	SOLE
45	ALPHABET INC	CAP STK CL C	$970K	3380	0.17%	SOLE
46	WALMART INC	COM	$946K	7609	0.17%	SOLE
47	PIMCO ETF TR	INTER MUN BD ACT	$873K	16728	0.16%	SOLE
48	AMERICAN CENTY ETF TR	US EQT ETF	$757K	6809	0.14%	SOLE
49	EXXON MOBIL CORP	COM	$594K	3499	0.11%	SOLE
50	ISHARES TR	S&P 500 GRWT ETF	$593K	5240	0.11%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.