Read this manager's filing book
Disclosed positions
Oakmont Advisory Group, LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $14,998,294
- Reported amount
- 21,838
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002115370-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,998,294 | 21,838 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $6,075,513 | 74,146 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,789,989 | 67,228 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,219,233 | 5,730 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,179,175 | 70,015 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $4,087,148 | 80,806 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $3,225,540 | 39,173 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,423,944 | 10,244 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $2,308,427 | 27,930 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $1,692,729 | 36,162 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,668,111 | 22,723 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $1,660,024 | 7,802 | SH | None |
| SPDR SERIES TRUST | CWB | STATE STREET SPD | $1,495,330 | 13,869 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $1,223,714 | 15,955 | SH | None |
| SPDR SERIES TRUST | JNK | STATE STREET SPD | $1,217,282 | 12,631 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $1,206,201 | 20,451 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,104,440 | 6,989 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGLT | LONG TERM TREAS | $1,086,040 | 19,682 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $1,065,081 | 25,114 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,010,811 | 3,335 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $976,545 | 12,120 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $974,309 | 12,328 | SH | None |
| SELECT SECTOR SPDR TR | XLV | STATE STREET HEA | $958,895 | 6,044 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $949,868 | 9,850 | SH | None |
| VANECK ETF TRUST | HYD | HIGH YLD MUNIETF | $949,323 | 18,430 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $931,678 | 16,008 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $908,021 | 29,781 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | FMAR | FT VEST US EQT | $871,479 | 16,676 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | FFEB | FT VEST US EQT | $870,744 | 14,279 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | FMAY | FT VEST US EQT | $867,384 | 15,434 | SH | None |
| GLOBAL X FDS | RYLD | RUSSELL 2000 | $857,607 | 53,634 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | FAPR | FT VEST US EQT | $850,135 | 18,189 | SH | None |
| GLOBAL X FDS | QYLD | NASDAQ 100 COVER | $813,230 | 44,125 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $811,652 | 16,759 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $739,816 | 23,331 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $730,541 | 7,151 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $730,083 | 9,193 | SH | None |
| SELECT SECTOR SPDR TR | XLRE | STATE STREET REA | $700,446 | 15,908 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $691,382 | 13,543 | SH | None |
| AMPLIFY ETF TR | YYY | CEF HIGH INCOME | $690,065 | 59,850 | SH | None |
| GLOBAL X FDS | XYLD | S&P 500 COVERED | $679,952 | 16,670 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $669,145 | 580 | SH | None |
| SELECT SECTOR SPDR TR | XLY | STATE STREET CON | $666,134 | 5,680 | SH | None |
| SELECT SECTOR SPDR TR | XLC | STATE STREET COM | $637,734 | 5,953 | SH | None |
| FLEX LTD | FLEX | ORD | $616,929 | 3,807 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $590,337 | 2,950 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $589,705 | 7,781 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $573,708 | 20,931 | SH | None |
| UBS AG | GLDI | ENTRACS GOLD SHS | $556,571 | 3,960 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $533,602 | 9,448 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.