Institutional Fund
Oath Planning, LLC
Tulsa, OKCIK 21099442 filings on record
Portfolio Value
$112.55M
Q1 2026
Holdings
69
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+11.1%
from $101.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds11.8%
- Victory Portfolios II11.4%
- Vanguard Index Fds9.9%
- Vanguard Index Fds8.9%
- American Centy ETF Tr4.9%
- Dimensional ETF Trust4.8%
- Other48.3%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 169.6K | $13.30M | 11.8% | +31.9K | Added |
| 2 | Victory Portfolios II | 272.8K | $12.82M | 11.4% | +51.0K | Added |
| 3 | Vanguard Index Fds | 18.6K | $11.10M | 9.9% | +3.1K | Added |
| 4 | Vanguard Index Fds | 46.3K | $10.06M | 8.9% | +8.6K | Added |
| 5 | American Centy ETF Tr | 55.4K | $5.53M | 4.9% | +3.4K | Added |
| 6 | Dimensional ETF Trust | 138.2K | $5.37M | 4.8% | −3.3K | Reduced |
| 7 | Schwab Strategic Tr | 97.3K | $4.76M | 4.2% | +6.2K | Added |
| 8 | Ea Series Trust | 74.1K | $4.05M | 3.6% | +989 | Added |
| 9 | Vanguard Index Fds | 19.2K | $3.77M | 3.4% | +3.2K | Added |
| 10 | Pnc Finl Svcs Group Inc | 15.3K | $3.18M | 2.8% | 0 | Held |
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