Oakmont Advisory Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$98.2M
Q ending 2026-03-31
Prior quarter
$93.7M
Q ending 2025-12-31
Change
+4.8% QoQ
Positions
119
reported holdings
Largest positions
Top 100 of 119 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $13.2M | 22K |
| Dimensional Etf Trust | DFUS | Shares | $5.4M | 76K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.2M | 66K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.7M | 69K |
| Invesco Qqq Tr | QQQ | Shares | $3.6M | 6K |
| Ishares Tr | ICSH | Shares | $3.3M | 65K |
| Dimensional Etf Trust | DFAS | Shares | $2.7M | 38K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.3M | 28K |
| Vanguard Specialized Funds | VIG | Shares | $2.1M | 10K |
| Vanguard Bd Index Fds | BND | Shares | $1.8M | 24K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.5M | 8K |
| Spdr Series Trust | CWB | Shares | $1.4M | 15K |
| Vanguard Scottsdale Fds | VMBS | Shares | $1.4M | 30K |
| Vanguard Bd Index Fds | BIV | Shares | $1.2M | 15K |
| Vanguard Scottsdale Fds | VGLT | Shares | $1.2M | 21K |
| Vanguard Scottsdale Fds | VGIT | Shares | $1.1M | 19K |
| Spdr Series Trust | JNK | Shares | $1.1M | 12K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.1M | 23K |
| Ishares Tr | SHYG | Shares | $1.1M | 25K |
| Vanguard Whitehall Fds | VYM | Shares | $940K | 6K |
| Vanguard Index Fds | VB | Shares | $870K | 3K |
| Vanguard Index Fds | VO | Shares | $857K | 3K |
| Ishares Tr | PFF | Shares | $847K | 28K |
| Vanguard Index Fds | VNQ | Shares | $844K | 10K |
| Select Sector Spdr Tr | XLP | Shares | $842K | 10K |
| Select Sector Spdr Tr | XLV | Shares | $836K | 6K |
| Ubs Ag | GLDI | Shares | $829K | 5K |
| World Gold Tr | GLDM | Shares | $809K | 9K |
| Costco Wholesale Corporation | COST | Shares | $801K | 804 |
| First Tr Exchng Traded Fd Vi | FFEB | Shares | $758K | 14K |
| First Tr Exchng Traded Fd Vi | FNOV | Shares | $747K | 14K |
| First Tr Exchng Traded Fd Vi | FJAN | Shares | $746K | 15K |
| First Tr Exchng Traded Fd Vi | FDEC | Shares | $745K | 15K |
| Global X Fds | RYLD | Shares | $739K | 49K |
| Vanguard Scottsdale Fds | VCSH | Shares | $739K | 9K |
| J P Morgan Exchange Traded F | JEPI | Shares | $718K | 13K |
| Vaneck Etf Trust | HYD | Shares | $689K | 14K |
| Amplify Etf Tr | YYY | Shares | $637K | 58K |
| Vanguard Scottsdale Fds | VGSH | Shares | $626K | 11K |
| Ishares Tr | FLOT | Shares | $617K | 12K |
| Schwab Strategic Tr | SCHD | Shares | $607K | 20K |
| Ishares Tr | STIP | Shares | $596K | 6K |
| Select Sector Spdr Tr | XLC | Shares | $580K | 5K |
| Select Sector Spdr Tr | XLB | Shares | $578K | 12K |
| Global X Fds | QYLD | Shares | $544K | 32K |
| Nvidia Corporation | NVDA | Shares | $492K | 3K |
| Select Sector Spdr Tr | XLE | Shares | $486K | 8K |
| Global X Fds | XYLD | Shares | $481K | 12K |
| Microsoft Corp | MSFT | Shares | $474K | 1K |
| Ishares Tr | HDV | Shares | $468K | 3K |
| Ishares Tr | DGRO | Shares | $468K | 7K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $466K | 6K |
| Hims & Hers Health Inc | HIMS | Shares | $460K | 22K |
| Broadcom Inc | AVGO | Shares | $447K | 1K |
| Flexshares Tr | HYGV | Shares | $435K | 11K |
| Cf Industries Hold | CF | Shares | $433K | 3K |
| Ishares Tr | USMV | Shares | $433K | 5K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $426K | 10K |
| First Tr Exchng Traded Fd Vi | DJAN | Shares | $425K | 10K |
| First Tr Exchng Traded Fd Vi | DFEB | Shares | $423K | 9K |
| First Tr Exchng Traded Fd Vi | DNOV | Shares | $422K | 9K |
| Flextronics Intl Ltd | Shares | $414K | 6K | |
| Alphabet Inc | GOOGL | Shares | $410K | 1K |
| Ishares Tr | IDV | Shares | $408K | 10K |
| Zoom Communications Inc | ZM | Shares | $407K | 5K |
| United Therapeutics Corp Del | UTHR | Shares | $403K | 680 |
| Cheniere Energy Inc | LNG | Shares | $391K | 1K |
| Applovin Corp | APP | Shares | $377K | 946 |
| Monolithic Pwr Sys Inc | MPWR | Shares | $375K | 343 |
| Eog Res Inc | EOG | Shares | $373K | 3K |
| Neurocrine Biosciences Inc | NBIX | Shares | $372K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $372K | 572 |
| Verizon Communications Inc | VZ | Shares | $352K | 7K |
| Fox Corp | FOXA | Shares | $351K | 6K |
| Johnson & Johnson | JNJ | Shares | $351K | 1K |
| Merck & Co Inc | MRK | Shares | $342K | 3K |
| Chewy Inc | CHWY | Shares | $339K | 13K |
| Exelixis Inc | EXEL | Shares | $336K | 8K |
| Ishares Inc | DVYE | Shares | $335K | 10K |
| Toast Inc | TOST | Shares | $330K | 12K |
| Altria Group Inc | MO | Shares | $330K | 5K |
| Merit Med Sys Inc | MMSI | Shares | $329K | 5K |
| Gilead Sciences Inc | GILD | Shares | $328K | 2K |
| Cme Group Inc | CME | Shares | $327K | 1K |
| Ralph Lauren Corp | RL | Shares | $327K | 950 |
| Cboe Global Mkts Inc | CBOE | Shares | $327K | 1K |
| Snap On Inc | SNA | Shares | $324K | 893 |
| Insulet Corp | PODD | Shares | $320K | 2K |
| Elanco Animal Health Inc | ELAN | Shares | $318K | 13K |
| Price T Rowe Group Inc | TROW | Shares | $317K | 4K |
| Halozyme Therapeutics Inc | HALO | Shares | $317K | 5K |
| Procter & Gamble Co | PG | Shares | $316K | 2K |
| Tesla Inc | TSLA | Shares | $313K | 841 |
| Vanguard Whitehall Fds | VIGI | Shares | $310K | 3K |
| Illinois Tool Wks Inc | ITW | Shares | $309K | 1K |
| Pepsico Inc | PEP | Shares | $306K | 2K |
| Abbott Laboratories | ABT | Shares | $304K | 3K |
| Vici Pptys Inc | VICI | Shares | $303K | 11K |
| Comcast Corp New | CMCSA | Shares | $303K | 11K |
| Eli Lilly & Co | LLY | Shares | $303K | 329 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.