account_balance

Investment manager · 13F filer · SEC CIK 2109944

Oath Planning, LLC

Reported value$154Mas of Sep 30, 2026
Positions74 7 new, 4 sold out
Top 10 weight68.7%BSV alone is 13%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
BSV Vanguard Bd Index FDS 12.6% Added +22%
UITB Victory Portfolios II 12.1% Added +24%
VOO Vanguard Index FDS 10.8% Added +17%
VBR Vanguard Index FDS 9.5% Added +21%
AVDV American Centy ETF Tr 5.1% Added +17%
FNDF Schwab Strategic Tr 4.5% Added +18%
DFAC Dimensional ETF Trust 4.2% Added +2%
FRDM Ea Series Trust 4.0% Added +25%
VTV Vanguard Index FDS 3.5% Added +17%
DBEF DBX ETF Tr 2.4% Added +18%
PNC PNC Financial Services Group, Inc. 2.2% Held
BSVO Ea Series Trust 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • AGG −31%
  • QUAL −7%
  • VGIT −5%
  • DFAU −4%
remove_circleSold out
  • BKLC $454K
  • QQQ $258K
  • HD $226K
  • BKAG $223K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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