Institutional Fund
Oakwell Private Wealth Management, LLC
Austin, TXCIK 18440245 filings on record
Portfolio Value
$560.20M
Q1 2026
Holdings
79
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+4.6%
from $535.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds33.4%
- Vanguard Tax-Managed Fds12.9%
- Dimensional ETF Trust6.9%
- Ishares Tr5.2%
- American Centy ETF Tr5.1%
- American Centy ETF Tr3.4%
- Other33.1%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 583.9K | $187.31M | 33.4% | +43.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 1.13M | $72.23M | 12.9% | +77.4K | Added |
| 3 | Dimensional ETF Trust | 1.12M | $38.67M | 6.9% | +57.1K | Added |
| 4 | Ishares Tr | 235.5K | $29.28M | 5.2% | +14.5K | Added |
| 5 | American Centy ETF Tr | 256.9K | $28.38M | 5.1% | +18.4K | Added |
| 6 | American Centy ETF Tr | 189.9K | $18.96M | 3.4% | +13.0K | Added |
| 7 | Ishares Tr | 115.4K | $16.43M | 2.9% | +69 | Added |
| 8 | Dimensional ETF Trust | 305.0K | $16.00M | 2.9% | +12.0K | Added |
| 9 | Schwab Strategic Tr | 433.2K | $10.79M | 1.9% | +17.2K | Added |
| 10 | Nvidia Corporation | 60.1K | $10.47M | 1.9% | +576 | Added |
69 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio