Institutional Fund
Oakmont Advisory Group, LLC
Albuquerque, NMCIK 21153702 filings on record
Portfolio Value
$98.20M
Q1 2026
Holdings
119
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+4.8%
from $93.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.4%
- Dimensional ETF Trust5.5%
- Vanguard Tax-Managed Fds4.3%
- Vanguard Intl Equity Index F3.8%
- Invesco Qqq Tr3.6%
- Ishares Tr3.4%
- Other66.0%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 22.1K | $13.19M | 13.4% | +3.1K | Added |
| 2 | Dimensional ETF Trust | 75.7K | $5.36M | 5.5% | +26.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 65.8K | $4.22M | 4.3% | +12.8K | Added |
| 4 | Vanguard Intl Equity Index F | 68.8K | $3.72M | 3.8% | +18.0K | Added |
| 5 | Invesco Qqq Tr | 6.2K | $3.58M | 3.6% | +919 | Added |
| 6 | Ishares Tr | 65.5K | $3.32M | 3.4% | +18.0K | Added |
| 7 | Dimensional ETF Trust | 38.3K | $2.73M | 2.8% | +3.6K | Added |
| 8 | Vanguard Scottsdale Fds | 28.3K | $2.34M | 2.4% | +832 | Added |
| 9 | Vanguard Specialized Funds | 9.7K | $2.09M | 2.1% | +1.8K | Added |
| 10 | Vanguard Bd Index Fds | 24.2K | $1.79M | 1.8% | +2.7K | Added |
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