Oath Planning, LLC Top Holdings and 13F Report (2026) About Oath Planning, LLCInvestment ActivityOath Planning, LLC has $112.55 million in total holdings as of March 31, 2026.Oath Planning, LLC owns shares of 69 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.62% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Oath Planning, LLC has purchased 68 new stocks and bought additional shares in 39 stocks.Oath Planning, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $13,301,383VictoryShares Core Intermediate Bond ETF $12,824,589Vanguard S&P 500 ETF $11,100,267Vanguard Small-Cap Value ETF $10,057,324Avantis International Small Cap Value ETF $5,533,948 Largest New Holdings this Quarter 25434V849 - Dimensional National Municipal Bond ETF $350,637 Holding46428Q109 - iShares Silver Trust $325,757 Holding149123101 - Caterpillar $203,567 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 31,870 shares (about $2.50M)VictoryShares Core Intermediate Bond ETF 51,007 shares (about $2.40M)Vanguard S&P 500 ETF 3,150 shares (about $1.88M)Vanguard Small-Cap Value ETF 8,604 shares (about $1.87M)Vanguard Value ETF 3,226 shares (about $632.96K) Largest Sales this Quarter Invesco S&P SmallCap Value with Momentum ETF 7,804 shares (about $470.29K)Heico 559 shares (about $153.28K)Dimensional U.S. Core Equity 2 ETF 3,285 shares (about $127.66K)Dimensional International Small Cap Value ETF 1,716 shares (about $67.68K)Avantis U.S. Small Cap Value ETF 507 shares (about $56.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOath Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$13,301,383$2,498,925 â–²23.1%169,63911.8%ETFUITBVictoryShares Core Intermediate Bond ETF$12,824,589$2,398,196 â–²23.0%272,76511.4%ETFVOOVanguard S&P 500 ETF$11,100,267$1,882,313 â–²20.4%18,5769.9%ETFVBRVanguard Small-Cap Value ETF$10,057,324$1,869,210 â–²22.8%46,2948.9%ETFAVDVAvantis International Small Cap Value ETF$5,533,948$338,726 â–²6.5%55,4174.9%ETFDFACDimensional U.S. Core Equity 2 ETF$5,370,341$127,655 â–¼-2.3%138,1974.8%ETFFNDFSchwab Fundamental International Equity ETF$4,762,032$304,884 â–²6.8%97,3234.2%ETFFRDMFreedom 100 Emerging Markets ETF$4,047,111$54,049 â–²1.4%74,0553.6%ETFVTVVanguard Value ETF$3,771,841$632,957 â–²20.2%19,2243.4%ETFPNCThe PNC Financial Services Group$3,176,9100.0%15,2672.8%FinanceBSVOEA Bridgeway Omni Small-Cap Value ETF$2,734,643$1,573 â–²0.1%107,7902.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,526,747$341,451 â–²15.6%51,1492.2%ETFVGITVanguard Intermediate-Term Treasury ETF$2,357,296$50,141 â–²2.2%39,5852.1%ETFHEIHeico$1,640,813$153,278 â–¼-8.5%5,9841.5%AerospaceSPYSPDR S&P 500 ETF Trust$1,620,826$4,553 â–²0.3%2,4921.4%FinanceXLREReal Estate Select Sector SPDR Fund$1,527,005$207,213 â–²15.7%37,3991.4%ETFDFIVDimensional International Value ETF$1,495,408$17,892 â–¼-1.2%28,3331.3%ETFDFUVDimensional US Marketwide Value ETF$1,337,545$7,124 â–²0.5%27,6011.2%ETFGLDSPDR Gold Shares$1,301,458$137,245 â–²11.8%3,0251.2%FinanceSCHFSchwab International Equity ETF$1,269,1820.0%51,2801.1%ETFNVDANVIDIA$954,233$5,232 â–¼-0.5%5,4710.8%Computer and TechnologyDISVDimensional International Small Cap Value ETF$919,114$67,679 â–¼-6.9%23,3040.8%ETFHEI.AHeico$888,4290.0%4,2090.8%AerospaceVUGVanguard Growth ETF$848,479$151,608 â–²21.8%1,9420.8%ETFXOMExxonMobil$847,361$5,599 â–²0.7%4,9940.8%EnergyDFEMDimensional Emerging Markets Core Equity 2 ETF$685,143$16,101 â–¼-2.3%19,8300.6%ETFAAPLApple$609,687$62,922 â–²11.5%2,4030.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$593,779$5,975 â–¼-1.0%6,5590.5%ETFIBMInternational Business Machines$582,168$3,393 â–²0.6%2,4020.5%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$569,355$1,151 â–²0.2%2,9680.5%ETFDFGRDimensional Global Real Estate ETF$563,427$50,476 â–²9.8%21,1970.5%ETFSCHCSchwab International Small-Cap Equity ETF$536,2080.0%11,4720.5%ETFWALMART INC$529,5250.0%4,2600.5%COMDFAXDimensional World ex U.S. Core Equity 2 ETF$525,824$11,448 â–¼-2.1%15,4790.5%ETFDFICDimensional International Core Equity 2 ETF$487,933$27,927 â–²6.1%13,7330.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$466,190$14,935 â–¼-3.1%9,3330.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$440,209$2,780 â–²0.6%4,4340.4%FinanceGNRSPDR S&P Global Natural Resources ETF$437,6470.0%5,8610.4%ETFMCDMcDonald's$422,0530.0%1,3580.4%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$406,125$10,630 â–¼-2.6%8,4820.4%ETFDFAUDimensional US Core Equity Market ETF$394,935$316 â–¼-0.1%8,7530.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$382,308$1,305 â–²0.3%7,9120.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$376,028$3,134 â–²0.8%2,6400.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$368,738$2,786 â–²0.8%7,0160.3%ManufacturingXLKTechnology Select Sector SPDR Fund$368,277$133 â–²0.0%2,7710.3%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$360,070$470,291 â–¼-56.6%5,9750.3%MiscellaneousDFATDimensional U.S. Targeted Value ETF$353,280$1,749 â–¼-0.5%5,6570.3%ETFDFNMDimensional National Municipal Bond ETF$350,637$350,637 â–²New Holding7,3160.3%ETFIWNiShares Russell 2000 Value ETF$329,398$759 â–²0.2%1,7370.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$328,991$1,779 â–²0.5%2,7740.3%ETFSLViShares Silver Trust$325,757$325,757 â–²New Holding4,7810.3%ETFVOVanguard Mid-Cap ETF$322,154$1,148 â–²0.4%1,1220.3%ETFVNQVanguard Real Estate ETF$313,607$3,370 â–²1.1%3,5360.3%ETFIVEiShares S&P 500 Value ETF$307,562$1,267 â–²0.4%1,4570.3%ETFWPMWheaton Precious Metals$288,1170.0%2,1990.3%Basic MaterialsELVElevance Health$282,621$1,464 â–²0.5%9650.3%MedicalDFSVDimensional US Small Cap Value ETF$269,0720.0%7,6790.2%ETFDUHPDimensional US High Profitability ETF$261,621$10,660 â–²4.2%7,1170.2%ETFOKEONEOK$259,1480.0%2,8670.2%EnergyAMZNAmazon.com$254,642$7,918 â–²3.2%1,2220.2%Retail/WholesaleJNJJohnson & Johnson$252,4170.0%1,0330.2%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$243,255$905 â–²0.4%4,2990.2%ETFXLGInvesco S&P 500 Top 50 ETF$231,646$382 â–²0.2%4,2460.2%ETFVTVanguard Total World Stock ETF$222,4190.0%1,6080.2%ETFDFASDimensional U.S. Small Cap ETF$217,800$498 â–²0.2%3,0620.2%ETFAVUVAvantis U.S. Small Cap Value ETF$210,570$56,012 â–¼-21.0%1,9060.2%ETFHDHome Depot$204,3200.0%6210.2%Retail/WholesaleCATCaterpillar$203,567$203,567 â–²New Holding2870.2%IndustrialsQQQInvesco QQQ$201,827$577 â–²0.3%3500.2%FinanceEQTEQT$0$214,405 â–¼-100.0%00.0%EnergyIVViShares Core S&P 500 ETF$0$210,652 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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