account_balance
Investment manager · 13F filer · SEC CIK 1844024
Oakwell Private Wealth Management, LLC
Reported value$657Mas of Sep 30, 2026
Positions83 6 new, 6 sold out
Top 10 weight77.0%VTI alone is 34%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
33.9%Added +8%
VEAVanguard Tax-Managed FDS
12.3%Added +8%
DFEMDimensional ETF Trust
6.7%Added +7%
IJRiShares Tr
4.9%Added +6%
AVUVAmerican Centy ETF Tr
4.6%Added +7%
JMUBJ P Morgan Exchange Traded F
3.9%Added +184%
AVDVAmerican Centy ETF Tr
3.1%Added +7%
ITOTiShares Tr
2.8%
DFGXDimensional ETF Trust
2.7%Added +11%
NVDANVIDIA Corp
2.1%
SCHRSchwab Strategic Tr
1.8%
SCHO1.6%
VTIVanguard Index FDS
33.9%Added +8%
VEAVanguard Tax-Managed FDS
12.3%Added +8%
DFEMDimensional ETF Trust
6.7%+7%
IJRiShares Tr
4.9%
AVUVAmerican Centy ETF Tr
4.6%
JMUB3.9%
AVDV3.1%
ITOT
DFGX
SCHR
SCHO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 33.9% Added +8%
VEA Vanguard Tax-Managed FDS 12.3% Added +8%
DFEM Dimensional ETF Trust 6.7% Added +7%
IJR iShares Tr 4.9% Added +6%
AVUV American Centy ETF Tr 4.6% Added +7%
JMUB J P Morgan Exchange Traded F 3.9% Added +184%
AVDV American Centy ETF Tr 3.1% Added +7%
ITOT iShares Tr 2.8% Held
DFGX Dimensional ETF Trust 2.7% Added +11%
NVDA NVIDIA Corp 2.1% HeldSCHR Schwab Strategic Tr 1.8% Added +12%
SCHO Schwab Strategic Tr 1.6% Added +11%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.