Oakwell Private Wealth Management, LLC Portfolio Holdings

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

Oakwell Private Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $434 Million distributed in 73 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 $150M, Vanguard Ftse Developed Market with a value of $55M, Dimensional ETF Tr Emerging Mk with a value of $29.8M, Ishares Core S&P Sm Cap ETF with a value of $22.4M, and American Centy ETF Tr Avantis with a value of $19.6M.

Examining the 13F form we can see an increase of $72M in the current position value, from $362M to 434M.

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

Portfolio value $434 Million
ETFs: $402 Million
Technology: $16.1 Million
Financial Services: $7.32 Million
Consumer Cyclical: $2.51 Million
Communication Services: $2.46 Million
Energy: $1.58 Million
Industrials: $1.02 Million
Consumer Defensive: $683,000
Other: $480,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.26B
$701,000 0.16% of portfolio
2,367
Q2 2025 Reduced 76.42%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $434 Million
  • Prior Value $362 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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