Oakmont Advisory Group, LLC

Est. AUM

$98.2M

13F long equity, this entity only

Positions

119

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.2M	22065	13.43%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.4M	75653	5.46%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.2M	65827	4.30%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.7M	68824	3.79%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$3.6M	6199	3.64%	SOLE
6	ISHARES TR	ULTRA SHORT DUR	$3.3M	65488	3.38%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.7M	38345	2.78%	SOLE
8	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.3M	28250	2.38%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.1M	9714	2.13%	SOLE
10	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.8M	24241	1.82%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.5M	7657	1.50%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	15458	1.44%	SOLE
13	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.4M	30021	1.43%	SOLE
14	VANGUARD BD INDEX FDS	INTERMED TERM	$1.2M	15182	1.19%	SOLE
15	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$1.2M	20961	1.18%	SOLE
16	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.1M	19306	1.17%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11507	1.12%	SOLE
18	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	22800	1.12%	SOLE
19	ISHARES TR	0-5YR HI YL CP	$1.1M	24942	1.07%	SOLE
20	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$940K	6344	0.96%	SOLE
21	VANGUARD INDEX FDS	SMALL CP ETF	$870K	3322	0.89%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$857K	2986	0.87%	SOLE
23	ISHARES TR	PFD AND INCM SEC	$847K	27926	0.86%	SOLE
24	VANGUARD INDEX FDS	REAL ESTATE ETF	$844K	9514	0.86%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET CON	$842K	10276	0.86%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET HEA	$836K	5700	0.85%	SOLE
27	UBS AG	ENTRACS GOLD SHS	$829K	4992	0.84%	SOLE
28	WORLD GOLD TR	SPDR GLD MINIS	$809K	8727	0.82%	SOLE
29	COSTCO WHOLESALE CORPORATION	COM	$801K	804	0.82%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$758K	13568	0.77%	SOLE
31	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$747K	13985	0.76%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$746K	14789	0.76%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$745K	14974	0.76%	SOLE
34	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$739K	9323	0.75%	SOLE
35	GLOBAL X FDS	RUSSELL 2000	$739K	49459	0.75%	SOLE
36	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$718K	12660	0.73%	SOLE
37	VANECK ETF TRUST	HIGH YLD MUNIETF	$689K	13745	0.70%	SOLE
38	AMPLIFY ETF TR	CEF HIGH INCOME	$637K	57758	0.65%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$626K	10685	0.64%	SOLE
40	ISHARES TR	FLTG RATE NT ETF	$617K	12117	0.63%	SOLE
41	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$607K	19796	0.62%	SOLE
42	ISHARES TR	0-5 YR TIPS ETF	$596K	5761	0.61%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET COM	$580K	5233	0.59%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET MAT	$578K	11572	0.59%	SOLE
45	GLOBAL X FDS	NASDAQ 100 COVER	$544K	31694	0.55%	SOLE
46	NVIDIA CORPORATION	COM	$492K	2824	0.50%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET ENE	$486K	7931	0.49%	SOLE
48	GLOBAL X FDS	S&P 500 COVERED	$481K	12301	0.49%	SOLE
49	MICROSOFT CORP	COM	$474K	1282	0.48%	SOLE
50	ISHARES TR	CORE HIGH DV ETF	$468K	3449	0.48%	SOLE

1–50 of 119

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