Holders — by stockHoldings — by fund
Oakmont Advisory Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2115370
$119.1M
disclosed book value
526
positions
12.6%
largest position share
Positions, as of 2026-06-30
top 100 of 526 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 21,838 | $15.0M | 12.6% |
| 2 | DFUSDIMENSIONAL ETF TRUST | 74,146 | $6.1M | 5.1% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 67,228 | $4.8M | 4% |
| 4 | QQQINVESCO QQQ TR | 5,730 | $4.2M | 3.5% |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 70,015 | $4.2M | 3.5% |
| 6 | ICSHISHARES TR | 80,806 | $4.1M | 3.4% |
| 7 | DFASDIMENSIONAL ETF TRUST | 39,173 | $3.2M | 2.7% |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 10,244 | $2.4M | 2% |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 27,930 | $2.3M | 1.9% |
| 10 | VMBSVANGUARD SCOTTSDALE FDS | 36,162 | $1.7M | 1.4% |
| 11 | BNDVANGUARD BD INDEX FDS | 22,723 | $1.7M | 1.4% |
| 12 | RSPINVESCO EXCHANGE TRADED FD T | 7,802 | $1.7M | 1.4% |
| 13 | CWBSPDR SERIES TRUST | 13,869 | $1.5M | 1.3% |
| 14 | BIVVANGUARD BD INDEX FDS | 15,955 | $1.2M | 1% |
| 15 | JNKSPDR SERIES TRUST | 12,631 | $1.2M | 1% |
| 16 | VGITVANGUARD SCOTTSDALE FDS | 20,451 | $1.2M | 1% |
| 17 | VYMVANGUARD WHITEHALL FDS | 6,989 | $1.1M | 0.9% |
| 18 | VGLTVANGUARD SCOTTSDALE FDS | 19,682 | $1.1M | 0.9% |
| 19 | SHYGISHARES TR | 25,114 | $1.1M | 0.9% |
| 20 | VBVANGUARD INDEX FDS | 3,335 | $1.0M | 0.8% |
| 21 | VOVANGUARD INDEX FDS | 12,120 | $976,545 | 0.8% |
| 22 | VCSHVANGUARD SCOTTSDALE FDS | 12,328 | $974,309 | 0.8% |
| 23 | XLVSELECT SECTOR SPDR TR | 6,044 | $958,895 | 0.8% |
| 24 | VNQVANGUARD INDEX FDS | 9,850 | $949,868 | 0.8% |
| 25 | HYDVANECK ETF TRUST | 18,430 | $949,323 | 0.8% |
| 26 | VGSHVANGUARD SCOTTSDALE FDS | 16,008 | $931,678 | 0.8% |
| 27 | PFFISHARES TR | 29,781 | $908,021 | 0.8% |
| 28 | FMARFIRST TR EXCHNG TRADED FD VI | 16,676 | $871,479 | 0.7% |
| 29 | FFEBFIRST TR EXCHNG TRADED FD VI | 14,279 | $870,744 | 0.7% |
| 30 | FMAYFIRST TR EXCHNG TRADED FD VI | 15,434 | $867,384 | 0.7% |
| 31 | RYLDGLOBAL X FDS | 53,634 | $857,607 | 0.7% |
| 32 | FAPRFIRST TR EXCHNG TRADED FD VI | 18,189 | $850,135 | 0.7% |
| 33 | QYLDGLOBAL X FDS | 44,125 | $813,230 | 0.7% |
| 34 | BNDXVANGUARD CHARLOTTE FDS | 16,759 | $811,652 | 0.7% |
| 35 | SCHDSCHWAB STRATEGIC TR | 23,331 | $739,816 | 0.6% |
| 36 | STIPISHARES TR | 7,151 | $730,541 | 0.6% |
| 37 | GLDMWORLD GOLD TR | 9,193 | $730,083 | 0.6% |
| 38 | XLRESELECT SECTOR SPDR TR | 15,908 | $700,446 | 0.6% |
| 39 | FLOTISHARES TR | 13,543 | $691,382 | 0.6% |
| 40 | YYYAMPLIFY ETF TR | 59,850 | $690,065 | 0.6% |
| 41 | XYLDGLOBAL X FDS | 16,670 | $679,952 | 0.6% |
| 42 | MUMICRON TECHNOLOGY INC | 580 | $669,145 | 0.6% |
| 43 | XLYSELECT SECTOR SPDR TR | 5,680 | $666,134 | 0.6% |
| 44 | XLCSELECT SECTOR SPDR TR | 5,953 | $637,734 | 0.5% |
| 45 | FLEX LTD | 3,807 | $616,929 | 0.5% |
| 46 | NVDANVIDIA CORPORATION | 2,950 | $590,337 | 0.5% |
| 47 | DGROISHARES TR | 7,781 | $589,705 | 0.5% |
| 48 | HDVISHARES TR | 20,931 | $573,708 | 0.5% |
| 49 | GLDIUBS AG | 3,960 | $556,571 | 0.5% |
| 50 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,448 | $533,602 | 0.4% |
| 51 | SPLVINVESCO EXCH TRADED FD TR II | 6,836 | $512,001 | 0.4% |
| 52 | COSTCOSTCO WHSL CORP NEW | 540 | $504,798 | 0.4% |
| 53 | GOOGLALPHABET INC | 1,338 | $478,019 | 0.4% |
| 54 | AVGOBROADCOM INC | 1,256 | $474,394 | 0.4% |
| 55 | MSFTMICROSOFT CORP | 1,254 | $467,892 | 0.4% |
| 56 | XLESELECT SECTOR SPDR TR | 8,644 | $459,079 | 0.4% |
| 57 | USMVISHARES TR | 4,717 | $455,044 | 0.4% |
| 58 | HYGVFLEXSHARES TR | 11,246 | $452,753 | 0.4% |
| 59 | AMDADVANCED MICRO DEVICES INC | 772 | $448,605 | 0.4% |
| 60 | NBIXNEUROCRINE BIOSCIENCES INC | 2,639 | $444,737 | 0.4% |
| 61 | DFEBFIRST TR EXCHNG TRADED FD VI | 8,687 | $438,612 | 0.4% |
| 62 | DMARFIRST TR EXCHNG TRADED FD VI | 9,794 | $438,125 | 0.4% |
| 63 | DAPRFIRST TR EXCHNG TRADED FD VI | 10,695 | $437,194 | 0.4% |
| 64 | DMAYFIRST TR EXCHNG TRADED FD VI | 9,226 | $434,730 | 0.4% |
| 65 | SPYSPDR S&P 500 ETF TR | 572 | $427,103 | 0.4% |
| 66 | APPAPPLOVIN CORP | 817 | $420,725 | 0.4% |
| 67 | LLYELI LILLY & CO | 348 | $417,779 | 0.4% |
| 68 | EXELEXELIXIS INC | 7,583 | $412,617 | 0.3% |
| 69 | RLRALPH LAUREN CORP | 1,023 | $410,813 | 0.3% |
| 70 | MPWRMONOLITHIC PWR SYS INC | 297 | $409,960 | 0.3% |
| 71 | IDVISHARES TR | 9,809 | $406,388 | 0.3% |
| 72 | VVISA INC | 1,183 | $405,952 | 0.3% |
| 73 | THCTENET HEALTHCARE CORP | 2,156 | $403,367 | 0.3% |
| 74 | MMSIMERIT MED SYS INC | 5,743 | $398,205 | 0.3% |
| 75 | JNJJOHNSON & JOHNSON | 1,565 | $397,536 | 0.3% |
| 76 | PODDINSULET CORP | 2,583 | $393,324 | 0.3% |
| 77 | VIGIVANGUARD WHITEHALL FDS | 4,194 | $391,662 | 0.3% |
| 78 | ELANELANCO ANIMAL HEALTH INC | 15,758 | $387,817 | 0.3% |
| 79 | HALOHALOZYME THERAPEUTICS INC | 4,953 | $387,683 | 0.3% |
| 80 | MRKMERCK & CO INC | 3,005 | $386,199 | 0.3% |
| 81 | UTHRUNITED THERAPEUTICS CORP DEL | 700 | $379,246 | 0.3% |
| 82 | XLPSELECT SECTOR SPDR TR | 4,562 | $378,928 | 0.3% |
| 83 | KMBKIMBERLY-CLARK CORP | 3,419 | $375,325 | 0.3% |
| 84 | SNASNAP ON INC | 928 | $373,517 | 0.3% |
| 85 | ITWILLINOIS TOOL WKS INC | 1,361 | $368,215 | 0.3% |
| 86 | PGPROCTER AND GAMBLE CO | 2,490 | $365,122 | 0.3% |
| 87 | PGRPROGRESSIVE CORP | 1,660 | $362,536 | 0.3% |
| 88 | METAMETA PLATFORMS INC | 638 | $359,110 | 0.3% |
| 89 | TROWPRICE T ROWE GROUP INC | 3,151 | $358,287 | 0.3% |
| 90 | MOALTRIA GROUP INC | 4,966 | $357,306 | 0.3% |
| 91 | ZMZOOM COMMUNICATIONS INC | 4,120 | $355,624 | 0.3% |
| 92 | TSLATESLA INC | 842 | $354,220 | 0.3% |
| 93 | CLCOLGATE PALMOLIVE CO | 3,844 | $352,434 | 0.3% |
| 94 | AOSSMITH A O CORP | 5,617 | $352,317 | 0.3% |
| 95 | UHSUNIVERSAL HLTH SVCS INC | 2,351 | $349,626 | 0.3% |
| 96 | TOSTTOAST INC | 12,537 | $348,775 | 0.3% |
| 97 | VYMIVANGUARD WHITEHALL FDS | 3,537 | $347,378 | 0.3% |
| 98 | AVYAVERY DENNISON CORP | 2,080 | $337,668 | 0.3% |
| 99 | GILDGILEAD SCIENCES INC | 2,639 | $333,397 | 0.3% |
| 100 | KHCKRAFT HEINZ CO | 14,023 | $331,223 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.