account_balance
Investment manager · 13F filer · SEC CIK 2115370
Oakmont Advisory Group, LLC
Reported value$119Mas of Jun 30, 2026
Positions526 414 new, 7 sold out
Top 10 weight40.3%VOO alone is 13%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
12.6%
DFUSDimensional ETF Trust
5.1%
VEAVanguard Tax-Managed FDS
4.0%Added +2%
QQQInvesco QQQ Tr
3.5%Trimmed −8%
VWOVanguard Intl Equity Index F
3.5%
ICSHiShares Tr
3.4%Added +23%
DFASDimensional ETF Trust
2.7%Added +2%
VIGVanguard Specialized Funds
2.0%Added +5%
VCITVanguard Scottsdale FDS
1.9%
VMBSVanguard Scottsdale FDS
1.4%+20%
BNDVanguard Bd Index FDS
1.4%−6%
RSPInvesco Exchange Traded Fd T
1.4%
VOOVanguard Index FDS
12.6%
DFUSDimensional ETF Trust
5.1%
VEAVanguard Tax-Managed FDS
4.0%
QQQInvesco QQQ Tr
3.5%
VWOVanguard Intl Equity Index F
3.5%
ICSHiShares Tr
3.4%+23%
DFASDimensional ETF Trust
2.7%
VIG2.0%
VCIT1.9%
VMBS
BND1.4%
RSP1.4%
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
VOO Vanguard Index FDS 12.6% Held
DFUS Dimensional ETF Trust 5.1% Held
VEA Vanguard Tax-Managed FDS 4.0% Added +2%
QQQ Invesco QQQ Tr 3.5% Trimmed −8%
VWO Vanguard Intl Equity Index F 3.5% Held
ICSH iShares Tr 3.4% Added +23%
DFAS Dimensional ETF Trust 2.7% Added +2%
VIG Vanguard Specialized Funds 2.0% Added +5%
VCIT Vanguard Scottsdale FDS 1.9% Held
VMBS Vanguard Scottsdale FDS 1.4% Added +20%
BND Vanguard Bd Index FDS 1.4% Trimmed −6%
RSP Invesco Exchange Traded Fd T 1.4% Held
What changed
Biggest moves since Mar 31, 2026
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