Oakwell Private Wealth Management, LLC Portfolio Holdings

Oakwell Private Wealth Management, LLC

  • $484 Million
  • Q3 2025

Oakwell Private Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $484 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $170M, Vanguard Ftse Developed Market with a value of $60.4M, Dimensional ETF Tr Emerging Mk with a value of $33M, Ishares Core S&P Sm Cap ETF with a value of $25.1M, and American Centy ETF Tr Avantis with a value of $22.5M.

Examining the 13F form we can see an increase of $49.5M in the current position value, from $434M to 484M.

Below you can find more details about Oakwell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $484 Million
ETFs: $447 Million
Technology: $18.9 Million
Financial Services: $6.72 Million
Communication Services: $4.04 Million
Consumer Cyclical: $2.49 Million
Energy: $1.57 Million
Industrials: $1.26 Million
Consumer Defensive: $704,000
Other: $896,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.49B
$941,000 0.19% of portfolio
2,367
Q2 2025 Reduced 76.42%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $484 Million
  • Prior Value $434 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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