Oakwell Private Wealth Management, LLC Incresed Positions in Q2 2025

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
53.2K
+ 12.04%
$243.75 - $303.93 $13M - $16.2M
495K $150M
VEA
Vanguard Ftse Developed Market

ETFs
83.5K
+ 9.48%
$45.65 - $57.01 $3.81M - $4.76M
964K $55M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
83.5K
+ 9.05%
$23.4 - $29.68 $1.95M - $2.48M
1.01M $29.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22.8K
+ 12.53%
$90.56 - $109.49 $2.06M - $2.49M
205K $22.4M
AVUV
American Centy ETF Tr Avantis

ETFs
28.1K
+ 15.0%
$75.17 - $91.21 $2.11M - $2.56M
215K $19.6M
AVDV
American Centy ETF Tr Avantis

ETFs
15.9K
+ 10.3%
$61.76 - $79.32 $982K - $1.26M
170K $13.5M
NVDA
Nvidia Corp

Technology
863
+ 2.05%
$94.31 - $157.99 $81.4K - $136K
42.9K $6.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
14K
+ 9.18%
$79.56 - $82.92 $1.11M - $1.16M
167K $13.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
405
+ 4.22%
$416.06 - $551.64 $169K - $223K
10K $5.51M
MSFT
Microsoft Corp

Technology
296
+ 4.15%
$354.56 - $497.45 $105K - $147K
7.42K $3.69M
SCHR
Schwab Intermediate Term Us Tr

ETFs
30.6K
+ 9.61%
$24.54 - $25.07 $751K - $767K
349K $8.74M
ORCL
Oracle Corp

Technology
1.16K
+ 23.36%
$122.82 - $218.63 $143K - $254K
6.13K $1.34M
TSLA
Tesla, Inc.

Consumer Cyclical
1.68K
+ 174.51%
$221.86 - $362.89 $372K - $609K
2.64K $837K
JPM
Jpmorgan Chase & CO

Financial Services
466
+ 6.66%
$210.28 - $289.91 $98K - $135K
7.46K $2.16M
GOOGL
Alphabet Inc.

Communication Services
879
+ 11.74%
$144.7 - $178.6 $127K - $157K
8.37K $1.47M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.89K
+ 4.81%
$48.46 - $50.2 $334K - $346K
150K $7.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
243
+ 13.21%
$456.74 - $568.03 $111K - $138K
2.08K $1.18M
SPGI
S&P Global Inc.

Financial Services
376
+ 27.39%
$438.31 - $527.29 $165K - $198K
1.75K $922K
IWM
Ishares Russell 2000 ETF

ETFs
200
+ 2.28%
$174.82 - $215.79 $35K - $43.2K
8.99K $1.94M
PLTR
Palantir Technologies Inc.

Technology
50
+ 1.54%
$74.01 - $144.25 $3.7K - $7.21K
3.3K $450K
META
Meta Platforms, Inc.

Communication Services
118
+ 22.78%
$484.66 - $738.09 $57.2K - $87.1K
636 $469K
EFA
Ishares Tr Msci Eafe ETF

ETFs
47
+ 0.26%
$72.96 - $90.39 $3.43K - $4.25K
18.2K $1.62M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.26K
+ 7.83%
$24.14 - $25.43 $175K - $185K
99.9K $2.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
208
+ 0.32%
$20.42 - $25.3 $4.25K - $5.26K
64.3K $1.63M
V
Visa Inc.

Financial Services
293
+ 6.77%
$308.27 - $373.31 $90.3K - $109K
4.62K $1.64M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
328
+ 30.4%
$171.4 - $227.1 $56.2K - $74.5K
1.41K $319K
GOOG
Alphabet Inc.

Communication Services
312
+ 11.89%
$146.58 - $180.01 $45.7K - $56.2K
2.94K $520K
WMT
Walmart Inc.

Consumer Defensive
93
+ 1.35%
$81.79 - $99.98 $7.61K - $9.3K
6.99K $683K
KMI
Kinder Morgan, Inc.

Energy
597
+ 4.47%
$25.21 - $29.4 $15.1K - $17.6K
13.9K $409K
BNDX
Vanguard Total International B

ETFs
287
+ 4.32%
$48.77 - $49.55 $14K - $14.2K
6.93K $343K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.76%
$483.48 - $539.8 $11.1K - $12.4K
3.06K $1.49M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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