Oath Planning, LLC Top Holdings and 13F Report (2026) About Oath Planning, LLCInvestment ActivityOath Planning, LLC has $134.72 million in total holdings as of June 30, 2026.Oath Planning, LLC owns shares of 71 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.90% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Oath Planning, LLC has purchased 69 new stocks and bought additional shares in 46 stocks.Oath Planning, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $16,251,517VictoryShares Core Intermediate Bond ETF $15,816,182Vanguard S&P 500 ETF $13,901,003Vanguard Small-Cap Value ETF $12,622,574Avantis International Small Cap Value ETF $6,375,426 Largest New Holdings this Quarter 09661T107 - BNY Mellon US Large Cap Core Equity ETF $453,903 Holding88322Q108 - TG Therapeutics $274,700 Holding09661T602 - BNY Mellon Core Bond ETF $223,269 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $211,651 Holding Largest Purchases this Quarter VictoryShares Core Intermediate Bond ETF 64,913 shares (about $3.04M)Vanguard Short-Term Bond ETF 38,954 shares (about $3.03M)Vanguard Small-Cap Value ETF 5,653 shares (about $1.37M)Vanguard S&P 500 ETF 1,664 shares (about $1.14M)Vanguard Growth ETF 9,693 shares (about $834.95K) Largest Sales this Quarter Freedom 100 Emerging Markets ETF 4,142 shares (about $301.95K)Invesco S&P SmallCap Value with Momentum ETF 1,150 shares (about $80.02K)Heico 176 shares (about $62.69K)EA Bridgeway Omni Small-Cap Value ETF 1,534 shares (about $44.78K)NVIDIA 158 shares (about $31.62K) 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$16,251,517$3,034,913 â–²23.0%208,59312.1%ETFUITBVictoryShares Core Intermediate Bond ETF$15,816,182$3,040,399 â–²23.8%337,67811.7%ETFVOOVanguard S&P 500 ETF$13,901,003$1,142,849 â–²9.0%20,24010.3%ETFVBRVanguard Small-Cap Value ETF$12,622,574$1,373,619 â–²12.2%51,9479.4%ETFAVDVAvantis International Small Cap Value ETF$6,375,426$664,676 â–²11.6%61,8674.7%ETFDFACDimensional U.S. Core Equity 2 ETF$6,334,802$204,410 â–²3.3%142,8054.7%ETFFNDFSchwab Fundamental International Equity ETF$5,750,686$615,921 â–²12.0%108,9974.3%ETFFRDMFreedom 100 Emerging Markets ETF$5,096,638$301,951 â–¼-5.6%69,9133.8%ETFVTVVanguard Value ETF$4,644,277$454,620 â–²10.9%21,3103.4%ETFPNCThe PNC Financial Services Group$3,770,312$11,326 â–²0.3%15,3132.8%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,141,354$347,067 â–²12.4%57,5022.3%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$3,101,593$44,777 â–¼-1.4%106,2562.3%ETFVGITVanguard Intermediate-Term Treasury ETF$2,504,267$169,566 â–²7.3%42,4601.9%ETFHEIHeico$2,068,752$62,689 â–¼-2.9%5,8081.5%IndustrialsXLREReal Estate Select Sector SPDR Fund$1,895,829$249,164 â–²15.1%43,0581.4%ETFSPYSPDR S&P 500 ETF Trust$1,845,790$14,934 â–¼-0.8%2,4721.4%ETFDFIVDimensional International Value ETF$1,663,009$132,457 â–²8.7%30,7851.2%ETFDFUVDimensional US Marketwide Value ETF$1,529,194$10,837 â–²0.7%27,7981.1%ETFSCHFSchwab International Equity ETF$1,389,707$30,747 â–¼-2.2%50,1701.0%ETFGLDSPDR Gold Shares$1,323,292$208,883 â–²18.7%3,5921.0%ETFHEI.AHeico$1,084,769$774 â–¼-0.1%4,2060.8%IndustrialsNVDANVIDIA$1,063,153$31,616 â–¼-2.9%5,3130.8%TechnologyVUGVanguard Growth ETF$1,002,230$834,948 â–²499.1%11,6350.7%ETFDISVDimensional International Small Cap Value ETF$944,382$9,190 â–²1.0%23,5330.7%ETFAAPLApple$829,623$134,268 â–²19.3%2,8670.6%TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$802,009$3,902 â–¼-0.5%19,7340.6%ETFXOMExxonMobil$776,624$93,796 â–²13.7%5,6800.6%EnergyIEFAiShares Core MSCI EAFE ETF$724,238$90,783 â–²14.3%7,4990.5%ETFQUALiShares MSCI USA Quality Factor ETF$712,416$61,215 â–²9.4%3,2470.5%ETFIBMInternational Business Machines$685,937$10,683 â–²1.6%2,4400.5%TechnologyDFGRDimensional Global Real Estate ETF$626,053$11,965 â–²1.9%21,6100.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$566,493$3,758 â–¼-0.7%15,3770.4%ETFSCHCSchwab International Small-Cap Equity ETF$553,286$1,251 â–²0.2%11,4980.4%ETFXLKTechnology Select Sector SPDR Fund$528,164$381 â–²0.1%2,7730.4%ETFDFICDimensional International Core Equity 2 ETF$521,133$9,427 â–²1.8%13,9860.4%ETFWALMART INC$521,029$38,511 â–²8.0%4,6000.4%COMAGGiShares Core U.S. Aggregate Bond ETF$475,245$36,329 â–²8.3%4,8010.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$462,141$6,681 â–¼-1.4%9,2000.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$457,934$1,672 â–²0.4%7,9410.3%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$453,903$453,903 â–²New Holding3,1660.3%ETFDFNMDimensional National Municipal Bond ETF$448,379$94,742 â–²26.8%9,2760.3%ETFDFAUDimensional US Core Equity Market ETF$431,767$20,676 â–¼-4.6%8,3530.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$430,183$3,449 â–¼-0.8%2,6190.3%ETFMCDMcDonald's$400,270$33,243 â–²9.1%1,4810.3%Consumer DiscretionaryGNRSPDR S&P Global Natural Resources ETF$399,085$4,577 â–²1.2%5,9290.3%ETFIWNiShares Russell 2000 Value ETF$385,730$1,548 â–²0.4%1,7440.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$381,340$23,685 â–¼-5.8%7,9860.3%ETFELVElevance Health$375,408$2,320 â–²0.6%9710.3%HealthcareIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$371,931$4,245 â–²1.2%7,0970.3%ETFDFATDimensional U.S. Targeted Value ETF$370,540$24,884 â–¼-6.3%5,3010.3%ETFVOVanguard Mid-Cap ETF$362,676$272,269 â–²301.2%4,5010.3%ETFVNQVanguard Real Estate ETF$343,937$2,989 â–²0.9%3,5670.3%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$335,745$80,022 â–¼-19.2%4,8250.2%ETFIVEiShares S&P 500 Value ETF$332,054$1,136 â–²0.3%1,4620.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$328,620$2,819 â–²0.9%2,7980.2%ETFJNJJohnson & Johnson$321,761$59,425 â–²22.7%1,2670.2%HealthcareCATCaterpillar$305,6260.0%2870.2%IndustrialsDFSVDimensional US Small Cap Value ETF$297,8680.0%7,6790.2%ETFDUHPDimensional US High Profitability ETF$296,9920.0%7,1170.2%ETFWPMWheaton Precious Metals$277,228$30,217 â–²12.2%2,4680.2%MaterialsTGTXTG Therapeutics$274,700$274,700 â–²New Holding5,0000.2%HealthcareSPYVSPDR Portfolio S&P 500 Value ETF$262,512$1,155 â–²0.4%4,3180.2%ETFXLGInvesco S&P 500 Top 50 ETF$260,524$551 â–²0.2%4,2550.2%ETFQQQInvesco QQQ$257,5020.0%3500.2%ETFDFASDimensional U.S. Small Cap ETF$252,875$741 â–²0.3%3,0710.2%ETFOKEONEOK$249,2570.0%2,8670.2%EnergyVTVanguard Total World Stock ETF$248,138$4,238 â–¼-1.7%1,5810.2%ETFAVUVAvantis U.S. Small Cap Value ETF$238,004$249 â–²0.1%1,9080.2%ETFHDHome Depot$226,469$7,408 â–²3.4%6420.2%Consumer DiscretionaryBKAGBNY Mellon Core Bond ETF$223,269$223,269 â–²New Holding5,3220.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$211,651$211,651 â–²New Holding2,5550.2%ETFSLViShares Silver Trust$0$325,757 â–¼-100.0%00.0%ETFAMZNAmazon.com$0$254,642 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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