Oakmont Advisory Group

Latest statistics and disclosures from Oakmont Advisory Group's latest quarterly 13F-HR filing:

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Positions held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Oakmont Advisory Group

Oakmont Advisory Group holds 526 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Oakmont Advisory Group has 526 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.6 $15M 22k 686.80
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Dimensional Etf Trust Us Equity Market (DFUS) 5.1 $6.1M 74k 81.94
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $4.8M +2% 67k 71.25
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $4.2M -7% 5.7k 736.34
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $4.2M 70k 59.69
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Ishares Tr Ultra Short Dur (ICSH) 3.4 $4.1M +23% 81k 50.58
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.7 $3.2M +2% 39k 82.34
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Vanguard Specialized Funds Div App Etf (VIG) 2.0 $2.4M +5% 10k 236.62
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $2.3M 28k 82.65
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $1.7M +20% 36k 46.81
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $1.7M -6% 23k 73.41
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $1.7M 7.8k 212.77
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Spdr Series Trust State Street Spd (CWB) 1.3 $1.5M -10% 14k 107.82
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Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.2M +5% 16k 76.70
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Spdr Series Trust State Street Spd (JNK) 1.0 $1.2M +9% 13k 96.37
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.0 $1.2M +5% 21k 58.98
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.1M +10% 7.0k 158.03
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.9 $1.1M -6% 20k 55.18
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.9 $1.1M 25k 42.41
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.0M 3.3k 303.09
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Vanguard Index Fds Mid Cap Etf (VO) 0.8 $977k +305% 12k 80.57
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $974k +32% 12k 79.03
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Select Sector Spdr Tr State Street Hea (XLV) 0.8 $959k +6% 6.0k 158.65
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $950k +3% 9.9k 96.43
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Vaneck Etf Trust High Yld Munietf (HYD) 0.8 $949k +34% 18k 51.51
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $932k +49% 16k 58.20
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Ishares Tr Pfd And Incm Sec (PFF) 0.8 $908k +6% 30k 30.49
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.7 $872k NEW 17k 52.26
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.7 $871k +5% 14k 60.98
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.7 $867k NEW 15k 56.20
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Global X Fds Russell 2000 (RYLD) 0.7 $858k +8% 54k 15.99
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.7 $850k NEW 18k 46.74
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Global X Fds Nasdaq 100 Cover (QYLD) 0.7 $813k +39% 44k 18.43
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $812k -26% 17k 48.43
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $740k +17% 23k 31.71
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $731k +24% 7.2k 102.16
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World Gold Tr Spdr Gld Minis (GLDM) 0.6 $730k +5% 9.2k 79.42
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Select Sector Spdr Tr State Street Rea (XLRE) 0.6 $700k NEW 16k 44.03
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $691k +11% 14k 51.05
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Amplify Etf Tr Cef High Income (YYY) 0.6 $690k +3% 60k 11.53
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Global X Fds S&p 500 Covered (XYLD) 0.6 $680k +35% 17k 40.79
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Micron Technology (MU) 0.6 $669k -33% 580.00 1153.70
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Select Sector Spdr Tr State Street Con (XLY) 0.6 $666k NEW 5.7k 117.28
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Select Sector Spdr Tr State Street Com (XLC) 0.5 $638k +13% 6.0k 107.13
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Flex Ord (FLEX) 0.5 $617k -39% 3.8k 162.05
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NVIDIA Corporation (NVDA) 0.5 $590k +4% 3.0k 200.11
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Ishares Tr Core Div Grwth (DGRO) 0.5 $590k +16% 7.8k 75.79
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Ishares Tr Core High Dv Etf (HDV) 0.5 $574k +506% 21k 27.41
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Ubs Entracs Gold Shs (GLDI) 0.5 $557k -20% 4.0k 140.55
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $534k -25% 9.4k 56.48
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $512k +7% 6.8k 74.90
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Costco Wholesale Corporation (COST) 0.4 $505k -32% 540.00 934.81
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $478k -6% 1.3k 357.26
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Broadcom (AVGO) 0.4 $474k -13% 1.3k 377.70
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Microsoft Corporation (MSFT) 0.4 $468k -2% 1.3k 373.12
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Select Sector Spdr Tr State Street Ene (XLE) 0.4 $459k +8% 8.6k 53.11
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $455k 4.7k 96.47
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Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $453k +3% 11k 40.26
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Advanced Micro Devices (AMD) 0.4 $449k NEW 772.00 581.09
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Neurocrine Biosciences (NBIX) 0.4 $445k -6% 2.6k 168.52
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First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.4 $439k -2% 8.7k 50.49
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.4 $438k NEW 9.8k 44.73
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.4 $437k NEW 11k 40.88
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.4 $435k NEW 9.2k 47.12
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $427k 572.00 746.68
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Applovin Corp Com Cl A (APP) 0.4 $421k -13% 817.00 514.96
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Eli Lilly & Co. (LLY) 0.4 $418k +5% 348.00 1200.51
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Exelixis (EXEL) 0.3 $413k -3% 7.6k 54.41
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Ralph Lauren Corp Cl A (RL) 0.3 $411k +7% 1.0k 401.58
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Monolithic Power Systems (MPWR) 0.3 $410k -13% 297.00 1380.34
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Ishares Tr Intl Sel Div Etf (IDV) 0.3 $406k +2% 9.8k 41.43
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Visa Com Cl A (V) 0.3 $406k NEW 1.2k 343.15
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Tenet Healthcare Corp Com New (THC) 0.3 $403k +49% 2.2k 187.09
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Merit Medical Systems (MMSI) 0.3 $398k +20% 5.7k 69.34
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Johnson & Johnson (JNJ) 0.3 $398k +8% 1.6k 254.02
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Insulet Corporation (PODD) 0.3 $393k +69% 2.6k 152.27
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $392k +19% 4.2k 93.39
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Elanco Animal Health (ELAN) 0.3 $388k +18% 16k 24.61
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Halozyme Therapeutics (HALO) 0.3 $388k 5.0k 78.27
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Merck & Co (MRK) 0.3 $386k +5% 3.0k 128.52
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United Therapeutics Corporation (UTHR) 0.3 $379k +2% 700.00 541.78
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Select Sector Spdr Tr State Street Con (XLP) 0.3 $379k -55% 4.6k 83.06
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Kimberly-Clark Corporation (KMB) 0.3 $375k +14% 3.4k 109.78
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Snap-on Incorporated (SNA) 0.3 $374k +3% 928.00 402.50
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Illinois Tool Works (ITW) 0.3 $368k +14% 1.4k 270.55
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Procter & Gamble Company (PG) 0.3 $365k +13% 2.5k 146.64
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Progressive Corporation (PGR) 0.3 $363k NEW 1.7k 218.40
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Meta Platforms Cl A (META) 0.3 $359k NEW 638.00 562.87
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T. Rowe Price (TROW) 0.3 $358k -10% 3.2k 113.71
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Altria (MO) 0.3 $357k 5.0k 71.95
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Zoom Communications Cl A (ZM) 0.3 $356k -18% 4.1k 86.32
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Tesla Motors (TSLA) 0.3 $354k 842.00 420.69
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Colgate-Palmolive Company (CL) 0.3 $352k +9% 3.8k 91.68
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A. O. Smith Corporation (AOS) 0.3 $352k +31% 5.6k 62.72
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Universal Hlth Svcs CL B (UHS) 0.3 $350k NEW 2.4k 148.71
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Toast Cl A (TOST) 0.3 $349k 13k 27.82
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $347k +21% 3.5k 98.21
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Avery Dennison Corporation (AVY) 0.3 $338k +23% 2.1k 162.34
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Gilead Sciences (GILD) 0.3 $333k +12% 2.6k 126.33
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Kraft Heinz (KHC) 0.3 $331k +7% 14k 23.62
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CF Industries Holdings (CF) 0.3 $326k -9% 3.0k 108.25
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General Mills (GIS) 0.3 $325k +27% 9.3k 34.80
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Ishares Em Mkts Div Etf (DVYE) 0.3 $325k +3% 10k 32.23
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Paychex (PAYX) 0.3 $318k NEW 3.2k 98.31
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Vici Pptys (VICI) 0.3 $317k +7% 12k 26.55
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Comcast Corp Cl A (CMCSA) 0.3 $316k +21% 13k 24.55
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Pepsi (PEP) 0.3 $311k +16% 2.3k 135.41
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Verizon Communications (VZ) 0.3 $310k +4% 7.3k 42.34
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EOG Resources (EOG) 0.3 $309k -7% 2.4k 129.74
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Chewy Cl A (CHWY) 0.3 $307k +24% 16k 19.65
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Cheniere Energy Com New (LNG) 0.2 $297k -9% 1.2k 239.03
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Cme (CME) 0.2 $291k +19% 1.3k 220.88
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Intel Corporation (INTC) 0.2 $288k NEW 2.1k 139.62
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $287k +27% 5.7k 50.58
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CBOE Holdings (CBOE) 0.2 $279k 1.1k 242.61
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Apple (AAPL) 0.2 $274k -2% 947.00 289.39
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $270k 1.8k 148.32
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Spdr Series Trust State Street Spd (SPYD) 0.2 $257k +3% 5.4k 47.71
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Palantir Technologies Cl A (PLTR) 0.2 $224k 1.9k 116.67
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $210k +11% 1.7k 124.47
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Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.1 $168k +6% 14k 12.42
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $163k NEW 3.2k 51.79
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Spdr Series Trust State Street Spd (SPYM) 0.1 $162k NEW 1.8k 87.86
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $151k NEW 1.2k 124.21
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $147k NEW 2.8k 51.70
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Caterpillar (CAT) 0.1 $143k NEW 134.00 1065.10
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $137k NEW 1.8k 77.90
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Royal Caribbean Cruises (RCL) 0.1 $133k NEW 419.00 317.31
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $131k NEW 274.00 477.34
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $127k NEW 2.5k 50.84
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Casella Waste Sys Cl A (CWST) 0.1 $126k NEW 1.3k 96.97
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $125k NEW 3.7k 34.27
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Amazon (AMZN) 0.1 $123k NEW 515.00 238.30
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $118k NEW 2.3k 51.84
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Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.1 $118k NEW 3.0k 39.32
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $110k NEW 2.4k 45.49
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Innovator Etfs Trust Power Buffer Set (PSTP) 0.1 $109k NEW 3.0k 36.78
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Vanguard Index Fds Growth Etf (VUG) 0.1 $108k NEW 1.2k 86.13
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JPMorgan Chase & Co. (JPM) 0.1 $107k NEW 327.00 327.74
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $102k NEW 416.00 245.94
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Casey's General Stores (CASY) 0.1 $97k NEW 122.00 797.16
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $97k NEW 839.00 115.92
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Exxon Mobil Corporation (XOM) 0.1 $96k NEW 705.00 136.70
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Jabil Circuit (JBL) 0.1 $92k NEW 239.00 386.07
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Wal-Mart Stores (WMT) 0.1 $91k NEW 807.00 113.24
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Space X (SPCX) 0.1 $89k NEW 518.00 170.90
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $88k NEW 1.8k 50.14
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $88k NEW 1.9k 46.67
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.1 $88k NEW 1.9k 46.84
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.1 $87k NEW 1.8k 47.43
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Spdr Series Trust State Street Spd (SPAB) 0.1 $86k NEW 3.4k 25.52
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $83k NEW 1.0k 82.10
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $80k NEW 123.00 653.86
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $75k NEW 530.00 141.79
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $75k NEW 812.00 92.22
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $74k NEW 325.00 227.03
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $72k NEW 1.6k 44.35
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McDonald's Corporation (MCD) 0.1 $71k NEW 264.00 269.86
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Cummins (CMI) 0.1 $70k NEW 98.00 715.44
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $69k NEW 840.00 82.25
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $69k NEW 1.8k 37.94
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $66k NEW 1.6k 41.26
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $66k NEW 814.00 80.78
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Spdr Series Trust State Street Spd (SPYG) 0.1 $65k NEW 550.00 118.93
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $65k NEW 947.00 68.93
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Kla Corp Com New (KLAC) 0.1 $65k NEW 215.00 301.25
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $64k NEW 1.8k 36.12
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Valero Energy Corporation (VLO) 0.1 $63k NEW 242.00 260.46
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Palo Alto Networks (PANW) 0.1 $62k NEW 182.00 340.88
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Ishares Tr National Mun Etf (MUB) 0.1 $62k NEW 571.00 107.63
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Spdr Series Trust State Street Spd (SPTL) 0.1 $61k NEW 2.3k 26.23
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $61k NEW 1.2k 48.87
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Roundhill Memory Etf SHS 0.1 $60k NEW 811.00 73.87
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $60k NEW 163.00 365.05
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $58k NEW 533.00 109.07
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Williams-Sonoma (WSM) 0.0 $58k NEW 249.00 233.35
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $57k NEW 76.00 744.00
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $56k NEW 108.00 522.68
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $53k NEW 1.0k 52.74
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Ssga Active Etf Tr State Street Dou (TOTL) 0.0 $53k NEW 1.3k 39.47
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Sherwin-Williams Company (SHW) 0.0 $53k NEW 153.00 343.71
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Incyte Corporation (INCY) 0.0 $52k NEW 461.00 113.24
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Wp Carey (WPC) 0.0 $52k NEW 730.00 71.45
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $52k NEW 2.0k 26.50
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Nxp Semiconductors N V (NXPI) 0.0 $52k NEW 184.00 281.51
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $51k NEW 1.4k 36.85
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Walt Disney Company (DIS) 0.0 $50k NEW 515.00 96.24
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Avnet (AVT) 0.0 $49k NEW 556.00 88.75
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Sandisk Corp (SNDK) 0.0 $49k NEW 22.00 2241.91
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $49k NEW 1.2k 42.08
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J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.0 $49k NEW 833.00 58.65
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Ishares Tr Esg Msci Leadr (SUSL) 0.0 $48k NEW 361.00 132.72
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $47k NEW 584.00 80.02
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Ishares Tr Esg Select Scree (XJR) 0.0 $47k NEW 882.00 52.76
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $46k NEW 515.00 90.06
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McKesson Corporation (MCK) 0.0 $46k NEW 61.00 752.67
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Vanguard Index Fds Value Etf (VTV) 0.0 $46k NEW 210.00 217.72
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $45k NEW 184.00 242.62
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Dick's Sporting Goods (DKS) 0.0 $44k NEW 196.00 226.27
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $42k NEW 1.5k 27.88
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Southern Company (SO) 0.0 $42k NEW 438.00 95.62
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Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.0 $42k NEW 376.00 110.86
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Ishares Tr Future Exponenti (XT) 0.0 $41k NEW 498.00 82.64
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Pulte (PHM) 0.0 $39k -88% 283.00 137.08
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Hims & Hers Health Com Cl A (HIMS) 0.0 $39k -94% 1.1k 34.66
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $38k NEW 194.00 197.61
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Toll Brothers (TOL) 0.0 $37k NEW 222.00 164.94
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Cisco Systems (CSCO) 0.0 $37k NEW 311.00 117.39
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $36k NEW 426.00 85.44
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $36k NEW 1.1k 33.85
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Ishares Tr Esg Select Scre (XVV) 0.0 $35k NEW 620.00 56.82
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Ishares Tr Esg Advanced Uni (EUSB) 0.0 $35k NEW 805.00 43.47
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AutoNation (AN) 0.0 $35k NEW 188.00 186.10
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $34k NEW 676.00 50.39
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Marathon Petroleum Corp (MPC) 0.0 $33k NEW 130.00 255.90
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Deckers Outdoor Corporation (DECK) 0.0 $33k -88% 331.00 99.23
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Spdr Series Trust State Street Spd (SPSM) 0.0 $32k NEW 559.00 57.69
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Abbott Laboratories (ABT) 0.0 $32k -88% 348.00 90.66
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Ishares Tr Esg Select Scre (XJH) 0.0 $31k NEW 595.00 52.13
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $31k NEW 247.00 124.28
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D.R. Horton (DHI) 0.0 $31k NEW 188.00 162.53
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Vanguard World Esg Us Corp Bd (VCEB) 0.0 $29k NEW 464.00 62.74
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Blackstone Group Inc Com Cl A (BX) 0.0 $29k NEW 245.00 117.90
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Ishares Core Msci Emkt (IEMG) 0.0 $29k NEW 345.00 82.88
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Northern Lts Fd Tr Iv Brookstone Value (BAMV) 0.0 $28k NEW 791.00 35.15
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $27k NEW 739.00 36.86
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $27k NEW 293.00 91.08
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American Centy Etf Tr Multisector (MUSI) 0.0 $27k NEW 608.00 43.74
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Lam Research Corp Com New (LRCX) 0.0 $27k NEW 61.00 435.18
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Spdr Series Trust State Street Spd (SPMD) 0.0 $27k NEW 393.00 67.54
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Lithia Motors (LAD) 0.0 $26k NEW 90.00 292.06
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $25k NEW 874.00 28.96
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First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.0 $25k NEW 289.00 87.15
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Principal Financial (PFG) 0.0 $25k NEW 228.00 107.65
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Ishares Tr Esg Eafe Etf (DMXF) 0.0 $24k NEW 289.00 84.54
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Thermo Fisher Scientific (TMO) 0.0 $24k NEW 48.00 500.46
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Spdr Gold Tr Gold Shs (GLD) 0.0 $24k NEW 65.00 366.72
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Target Corporation (TGT) 0.0 $24k NEW 182.00 130.77
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $23k NEW 492.00 47.43
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Northern Lts Fd Tr Iv Brookstone Inter (BAMB) 0.0 $23k NEW 891.00 26.00
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Ishares Tr Mbs Etf (MBB) 0.0 $23k NEW 242.00 94.47
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Ishares Tr Esg Msci Em Ldrs (LDEM) 0.0 $23k NEW 378.00 60.28
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $22k NEW 659.00 33.29
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Boeing Company (BA) 0.0 $22k NEW 100.00 216.47
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Analog Devices (ADI) 0.0 $22k NEW 54.00 398.07
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Quest Diagnostics Incorporated (DGX) 0.0 $21k NEW 101.00 211.17
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Ishares Tr Core 60/40 Balan (AOR) 0.0 $21k NEW 306.00 69.52
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $21k NEW 57.00 368.68
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $21k NEW 521.00 40.18
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Alphabet Cap Stk Cl C (GOOG) 0.0 $21k NEW 59.00 354.27
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Past Filings by Oakmont Advisory Group

SEC 13F filings are viewable for Oakmont Advisory Group going back to 2025