Oath Planning, LLC Top Holdings and 13F Report (2026) About Oath Planning, LLCInvestment ActivityOath Planning, LLC has $154.12 million in total holdings as of September 30, 2026.Oath Planning, LLC owns shares of 74 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.16% of the portfolio was purchased this quarter.About 2.16% of the portfolio was sold this quarter.This quarter, Oath Planning, LLC has purchased 71 new stocks and bought additional shares in 41 stocks.Oath Planning, LLC sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $19,480,938VictoryShares Core Intermediate Bond ETF $18,720,485Vanguard S&P 500 ETF $16,589,672Vanguard Small-Cap Value ETF $14,566,059Avantis International Small Cap Value ETF $7,886,098 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,615,265 Holding907818108 - Union Pacific $627,656 Holding023135106 - Amazon.com $374,636 Holding63633D104 - National Health Investors $359,062 Holding921937835 - Vanguard Total Bond Market ETF $355,240 Holding Largest Purchases this Quarter VictoryShares Core Intermediate Bond ETF 81,655 shares (about $3.65M)Vanguard Short-Term Bond ETF 46,393 shares (about $3.54M)Vanguard Small-Cap Value ETF 11,101 shares (about $2.56M)Vanguard S&P 500 ETF 3,430 shares (about $2.40M)EXXONMOBIL HOLDINGS CORP 9,925 shares (about $1.62M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 1,511 shares (about $142.84K)Vanguard Intermediate-Term Treasury ETF 2,319 shares (about $131.39K)iShares MSCI USA Quality Factor ETF 241 shares (about $53.56K)Dimensional International Small Cap Value ETF 935 shares (about $40.48K)Dimensional US Marketwide Value ETF 669 shares (about $36.80K) 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$19,480,938$3,544,427 ▲22.2%254,98612.6%ETFUITBVictoryShares Core Intermediate Bond ETF$18,720,485$3,645,363 ▲24.2%419,33312.1%ETFVOOVanguard S&P 500 ETF$16,589,672$2,403,996 ▲16.9%23,67010.8%ETFVBRVanguard Small-Cap Value ETF$14,566,059$2,564,678 ▲21.4%63,0489.5%ETFAVDVAvantis International Small Cap Value ETF$7,886,098$1,119,069 ▲16.5%72,0985.1%ETFFNDFSchwab Fundamental International Equity ETF$6,911,842$1,053,235 ▲18.0%128,5924.5%ETFDFACDimensional U.S. Core Equity 2 ETF$6,479,169$131,483 ▲2.1%145,7634.2%ETFFRDMFreedom 100 Emerging Markets ETF$6,133,448$1,242,347 ▲25.4%87,6714.0%ETFVTVVanguard Value ETF$5,405,664$801,007 ▲17.4%25,0173.5%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,732,584$572,853 ▲18.1%67,9272.4%ETFPNCThe PNC Financial Services Group$3,402,651$889 ▼0.0%15,3092.2%FinanceBSVOEA Bridgeway Omni Small-Cap Value ETF$2,997,926$27,092 ▲0.9%107,2251.9%ETFVGITVanguard Intermediate-Term Treasury ETF$2,274,388$131,394 ▼-5.5%40,1411.5%ETFXLREReal Estate Select Sector SPDR Fund$2,213,259$451,766 ▲25.6%54,1011.4%ETFSPYSPDR S&P 500 ETF Trust$2,045,264$160,144 ▲8.5%2,6821.3%ETFNVDANVIDIA$1,823,721$610,267 ▲50.3%7,9851.2%TechnologyHEIHeico$1,760,8690.0%5,8081.1%IndustrialsDFIVDimensional International Value ETF$1,685,089$34,578 ▼-2.0%30,1661.1%ETFEXXONMOBIL HOLDINGS CORP$1,615,265$1,615,265 ▲New Holding9,9251.0%COM SHSGLDSPDR Gold Shares$1,517,835$149,689 ▲10.9%3,9851.0%ETFDFUVDimensional US Marketwide Value ETF$1,492,130$36,796 ▼-2.4%27,1291.0%ETFAAPLApple$1,434,941$480,201 ▲50.3%4,3090.9%TechnologySCHFSchwab International Equity ETF$1,401,718$23,542 ▲1.7%51,0270.9%ETFVUGVanguard Growth ETF$1,048,912$451 ▲0.0%11,6400.7%ETFDISVDimensional International Small Cap Value ETF$978,256$40,476 ▼-4.0%22,5980.6%ETFHEI.AHeico$960,3560.0%4,2060.6%IndustrialsDFEMDimensional Emerging Markets Core Equity 2 ETF$773,475$10,367 ▼-1.3%19,4730.5%ETFIEFAiShares Core MSCI EAFE ETF$726,681$194 ▲0.0%7,5010.5%ETFQUALiShares MSCI USA Quality Factor ETF$668,089$53,563 ▼-7.4%3,0060.4%ETFXLKTechnology Select Sector SPDR Fund$643,289$100,428 ▲18.5%3,2860.4%ETFUNPUnion Pacific$627,656$627,656 ▲New Holding2,3060.4%IndustrialsDFGRDimensional Global Real Estate ETF$585,310$757 ▲0.1%21,6380.4%ETFSCHCSchwab International Small-Cap Equity ETF$571,9130.0%11,4980.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$564,892$4,368 ▼-0.8%15,2590.4%ETFIBMInternational Business Machines$552,529$15,837 ▲3.0%2,5120.4%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$539,345$103,912 ▲23.9%3,2440.3%ETFDFNMDimensional National Municipal Bond ETF$527,247$100,257 ▲23.5%11,4540.3%ETFCATCaterpillar$515,662$282,965 ▲121.6%6360.3%IndustrialsDFICDimensional International Core Equity 2 ETF$509,020$17,000 ▼-3.2%13,5340.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$497,276$44,446 ▲9.8%10,1030.3%ETFWALMART INC$483,455$5,404 ▲1.1%4,6520.3%COMDFSDDimensional Short-Duration Fixed Income ETF$438,754$67,619 ▲18.2%9,4410.3%ETFGNRSPDR S&P Global Natural Resources ETF$438,5720.0%5,9290.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$421,458$1,692 ▲0.4%7,9730.3%ETFDFAUDimensional US Core Equity Market ETF$418,983$18,378 ▼-4.2%8,0020.3%ETFJNJJohnson & Johnson$406,582$70,986 ▲21.2%1,5350.3%HealthcareELVElevance Health$379,052$1,555 ▲0.4%9750.2%HealthcareAMZNAmazon.com$374,636$374,636 ▲New Holding1,5030.2%Consumer DiscretionaryIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$367,771$4,201 ▲1.2%7,1790.2%ETFIWNiShares Russell 2000 Value ETF$366,743$1,466 ▲0.4%1,7510.2%ETFNHINational Health Investors$359,062$359,062 ▲New Holding5,4710.2%Real EstateBNDVanguard Total Bond Market ETF$355,240$355,240 ▲New Holding5,0640.2%ETFVOVanguard Mid-Cap ETF$354,295$1,333 ▲0.4%4,5180.2%ETFDFATDimensional U.S. Targeted Value ETF$347,614$4,584 ▼-1.3%5,2320.2%ETFMCDMcDonald's$338,253$3,694 ▼-1.1%1,4650.2%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$335,180$1,370 ▲0.4%1,4680.2%ETFIVViShares Core S&P 500 ETF$334,945$334,945 ▲New Holding4370.2%ETFWPMWheaton Precious Metals$330,690$669 ▲0.2%2,4730.2%MaterialsNHCNational HealthCare$329,265$329,265 ▲New Holding1,5000.2%HealthcareVNQVanguard Real Estate ETF$322,516$2,779 ▲0.9%3,5980.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$311,010$142,838 ▼-31.5%3,2900.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$306,961$10,436 ▼-3.3%2,7060.2%ETFDFA INVT DIMENSIONS GROUP IN$298,273$298,273 ▲New Holding7,1170.2%U.S. HIGH RELATIDFA INVT DIMENSIONS GROUP IN$287,732$287,732 ▲New Holding7,6790.2%U.S. SML CP VALXSVMInvesco S&P SmallCap Value with Momentum ETF$281,494$32,615 ▼-10.4%4,3240.2%ETFTGTXTG Therapeutics$278,9000.0%5,0000.2%HealthcareSLViShares Silver Trust$276,445$276,445 ▲New Holding5,0710.2%ETFXLGInvesco S&P 500 Top 50 ETF$271,023$382 ▲0.1%4,2610.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$265,115$1,161 ▲0.4%4,3370.2%ETFONEOK INC NEW$257,059$257,059 ▲New Holding3,0150.2%COMVTVanguard Total World Stock ETF$249,5610.0%1,5810.2%ETFDFASDimensional U.S. Small Cap ETF$240,469$2,710 ▲1.1%3,1060.2%ETFAVUVAvantis U.S. Small Cap Value ETF$224,853$118 ▲0.1%1,9090.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$207,197$162 ▼-0.1%2,5530.1%ETFXOMExxonMobil$0$776,624 ▼-100.0%00.0%EnergyBKLCBNY Mellon US Large Cap Core Equity ETF$0$453,903 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$297,868 ▼-100.0%00.0%ETFDUHPDimensional US High Profitability ETF$0$296,992 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$257,502 ▼-100.0%00.0%ETFOKEONEOK$0$249,257 ▼-100.0%00.0%EnergyHDHome Depot$0$226,469 ▼-100.0%00.0%Consumer DiscretionaryBKAGBNY Mellon Core Bond ETF$0$223,269 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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