Oakwell Private Wealth Management, LLC
CIK 0001844024 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$603.2M
2026 Q2
Positions
83
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
33.8%
VEA
VANGUARD TAX-MANAGED FDS
12.5%
DFEM
DIMENSIONAL ETF TRUST
7.0%
IJR
ISHARES TR
5.5%
AVUV
AMERICAN CENTY ETF TR
4.9%
ITOT
ISHARES TR
3.1%
AVDV
AMERICAN CENTY ETF TR
3.0%
DFGX
DIMENSIONAL ETF TRUST
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.