Oakwell Private Wealth Management, LLC Top Holdings and 13F Report (2026) About Oakwell Private Wealth Management, LLCInvestment ActivityOakwell Private Wealth Management, LLC has $560.20 million in total holdings as of March 31, 2026.Oakwell Private Wealth Management, LLC owns shares of 79 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.05% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Oakwell Private Wealth Management, LLC has purchased 80 new stocks and bought additional shares in 38 stocks.Oakwell Private Wealth Management, LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $187,307,422Vanguard FTSE Developed Markets ETF $72,234,029Dimensional Emerging Markets Core Equity 2 ETF $38,665,454iShares Core S&P Small-Cap ETF $29,275,252Avantis U.S. Small Cap Value ETF $28,378,861 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $210,205 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 43,196 shares (about $13.86M)Vanguard FTSE Developed Markets ETF 77,360 shares (about $4.96M)iShares U.S. Tech Independence Focused ETF 26,434 shares (about $2.34M)Avantis U.S. Small Cap Value ETF 18,427 shares (about $2.04M)Dimensional Emerging Markets Core Equity 2 ETF 57,110 shares (about $1.97M) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 19,051 shares (about $971.22K)Tesla 1,052 shares (about $391.08K)Broadcom 1,193 shares (about $369.19K)Schwab U.S. Mid-Cap ETF 6,408 shares (about $198.39K)iShares Core S&P Mid-Cap ETF 2,176 shares (about $146.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOakwell Private Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$187,307,422$13,857,704 ▲8.0%583,85833.4%ETFVEAVanguard FTSE Developed Markets ETF$72,234,029$4,957,227 ▲7.4%1,127,24812.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$38,665,454$1,973,150 ▲5.4%1,119,1166.9%ETFIJRiShares Core S&P Small-Cap ETF$29,275,252$1,800,133 ▲6.6%235,5025.2%ETFAVUVAvantis U.S. Small Cap Value ETF$28,378,861$2,035,631 ▲7.7%256,8925.1%ETFAVDVAvantis International Small Cap Value ETF$18,964,209$1,294,285 ▲7.3%189,9083.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$16,430,365$9,828 ▲0.1%115,3572.9%ETFDIMENSIONAL ETF TRUST$15,999,448$631,766 ▲4.1%305,0392.9%DIMENSIONAL INTESCHRSchwab Intermediate-Term U.S. Treasury ETF$10,791,154$428,900 ▲4.1%433,2061.9%ETFNVDANVIDIA$10,474,802$100,454 ▲1.0%60,0621.9%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$9,563,161$354,417 ▲3.8%120,6401.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$9,389,675$372,811 ▲4.1%386,8841.7%ETFJMUBJPMorgan Municipal ETF$8,720,955$296,491 ▲3.5%174,4541.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,541,683$362,030 ▲4.4%103,2231.5%ETFSCHXSchwab US Large-Cap ETF$8,390,869$15,102 ▼-0.2%327,2571.5%ETFIEFAiShares Core MSCI EAFE ETF$7,578,538$11,497 ▲0.2%83,7131.4%ETFQQQInvesco QQQ$5,759,560$34,053 ▼-0.6%9,9791.0%FinanceVWOVanguard FTSE Emerging Markets ETF$5,578,392$69,724 ▼-1.2%103,2081.0%ETFIETCiShares U.S. Tech Independence Focused ETF$4,642,954$2,336,236 ▲101.3%52,5340.8%ETFIVViShares Core S&P 500 ETF$4,340,6390.0%6,6450.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,737,506$1,627,874 ▲77.2%37,1300.7%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,898,712$86,725 ▲3.1%116,8840.5%ETFMSFTMicrosoft$2,830,291$27,392 ▼-1.0%7,6460.5%Computer and TechnologyGOOGLAlphabet$2,718,166$113,580 ▲4.4%9,4530.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,513,826$160,901 ▲6.8%8,5460.4%FinanceAAPLApple$2,493,642$13,958 ▼-0.6%9,8260.4%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$2,311,4750.0%70,1510.4%ETFIWMiShares Russell 2000 ETF$2,274,4080.0%9,1710.4%FinanceSCHASchwab US Small-Cap ETF$1,965,183$20,414 ▲1.0%67,5790.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,946,220$7,036 ▼-0.4%24,6170.3%ETFEFAiShares MSCI EAFE ETF$1,821,022$24,283 ▲1.4%18,7480.3%FinanceVVisa$1,631,567$114,554 ▲7.6%5,3980.3%Business ServicesBRK.BBerkshire Hathaway$1,536,833$63,735 ▲4.3%3,2070.3%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$1,480,3830.0%15,6520.3%ETFMETAMeta Platforms$1,464,199$135,034 ▲10.2%2,5590.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,392,662$46,078 ▼-3.2%5,8030.2%ETFAMZNAmazon.com$1,330,608$60,397 ▼-4.3%6,3890.2%Retail/WholesaleVOOVanguard S&P 500 ETF$1,221,338$9,560 ▼-0.8%2,0440.2%ETFSCHCSchwab International Small-Cap Equity ETF$1,212,623$17,761 ▼-1.4%25,9440.2%ETFORCLOracle$1,182,923$121,220 ▲11.4%8,0410.2%Computer and TechnologySCHBSchwab US Broad Market ETF$1,092,8760.0%43,5410.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,043,6630.0%26,8570.2%ETFAMDAdvanced Micro Devices$1,029,012$20,955 ▲2.1%5,0580.2%Computer and TechnologyGLGlobe Life$974,3290.0%7,0010.2%FinanceGOOGAlphabet$969,640$59,670 ▲6.6%3,3800.2%Computer and TechnologyWALMART INC$945,624$994 ▲0.1%7,6090.2%COMMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$873,0340.0%16,7280.2%ETFAVUSAvantis U.S. Equity ETF$757,0250.0%6,8090.1%ETFXOMExxonMobil$593,640$69,052 ▼-10.4%3,4990.1%EnergyIVWiShares S&P 500 Growth ETF$592,6960.0%5,2400.1%ETFLLYEli Lilly and Company$589,819$2,760 ▼-0.5%6410.1%MedicalIJHiShares Core S&P Mid-Cap ETF$581,298$146,945 ▼-20.2%8,6080.1%ETFXLKTechnology Select Sector SPDR Fund$545,422$8,240 ▲1.5%4,1040.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$536,004$971,220 ▼-64.4%10,5140.1%ETFTSLATesla$533,833$391,081 ▼-42.3%1,4360.1%Auto/Tires/TrucksAVGOBroadcom$519,584$369,186 ▼-41.5%1,6790.1%Computer and TechnologyIESCIES$492,194$210,123 ▲74.5%1,0330.1%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$432,762$238 ▲0.1%1,8210.1%ETFPALANTIR TECHNOLOGIES INC$420,848$21,064 ▼-4.8%2,8770.1%CL AOXYOccidental Petroleum$410,215$105,235 ▼-20.4%6,3110.1%EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$382,2600.0%7,9110.1%ETFKMIKinder Morgan$374,430$15,156 ▼-3.9%11,1670.1%EnergySCHMSchwab U.S. Mid-Cap ETF$360,839$198,392 ▼-35.5%11,6550.1%ETFCVXChevron$353,799$3,517 ▲1.0%1,7100.1%EnergySPDWSPDR Portfolio Developed World ex-US ETF$344,658$65,097 ▲23.3%7,5500.1%ETFUNPUnion Pacific$335,708$8,975 ▲2.7%1,3840.1%TransportationBNDXVanguard Total International Bond ETF$324,4820.0%6,7530.1%ETFSMHVanEck Semiconductor ETF$313,6210.0%8180.1%ManufacturingCATCaterpillar$286,218$708 ▲0.2%4040.1%IndustrialsDFAXDimensional World ex U.S. Core Equity 2 ETF$271,1150.0%7,9810.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$259,261$3,906 ▲1.5%3,7170.0%ETFTSNTyson Foods$227,0900.0%3,5440.0%Consumer StaplesABBVAbbVie$218,795$2,175 ▲1.0%1,0060.0%MedicalTSMTaiwan Semiconductor Manufacturing$210,205$210,205 ▲New Holding6220.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$207,055$4,558 ▼-2.2%3180.0%FinanceMLMMartin Marietta Materials$206,038$589 ▼-0.3%3500.0%ConstructionIWFiShares Russell 1000 Growth ETF$202,1140.0%4740.0%ETFTFISPDR Nuveen ICE Municipal Bond ETF$200,403$1,360 ▼-0.7%4,4200.0%FinanceARCCAres Capital$200,0260.0%11,1000.0%FinanceHDHome Depot$0$270,119 ▼-100.0%00.0%Retail/WholesaleMELIMercadoLibre$0$203,440 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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