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Oakmont Advisory Group

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

Top 5 stock holdings are VOO, DFUS, VEA, VWO, QQQ, and represent 30.62% of Oakmont Advisory Group's stock portfolio.
Added to shares of these 10 stocks: DFUS, VOO, VWO, ICSH, XLV, VEA, FFEB, FJAN, FDEC, QQQ.
Started 14 new stock positions in FJAN, AOS, XLV, DDEC, FFEB, TOST, XLE, HALO, SPYD, VTEB. FDEC, LLY, DJAN, DFEB.
Reduced shares in these 10 stocks: RSP, SPLV, FSEP, FOCT, FAUG, USMV, XLRE, DJUL, DOCT, DSEP.
Sold out of its positions in CHTR, FOCT, DOCT, DSEP, DJUL, FAUG, FSEP, PANW, PINS, XLRE. USB.
Oakmont Advisory Group was a net buyer of stock by $5.3M.
Oakmont Advisory Group has $98M in assets under management (AUM), dropping by 4.80%.
Central Index Key (CIK): 0002115370

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Portfolio Holdings for Oakmont Advisory Group

Oakmont Advisory Group holds 119 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.4	$13M	+16%	22k	597.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.5	$5.4M	+53%	76k	70.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$4.2M	+24%	66k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.8	$3.7M	+35%	69k	54.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$3.6M	+17%	6.2k	577.22	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.4	$3.3M	+37%	66k	50.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$2.7M	+10%	38k	71.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$2.3M	+3%	28k	82.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$2.1M	+22%	9.7k	215.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$1.8M	+12%	24k	73.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$1.5M	-59%	7.7k	191.91	View chart
Spdr Series Trust State Street Spd (CWB)	1.4	$1.4M	+13%	16k	91.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.4	$1.4M	+2%	30k	46.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$1.2M		15k	77.18	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.2	$1.2M		21k	55.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.2	$1.1M	+3%	19k	59.55	View chart
Spdr Series Trust State Street Spd (JNK)	1.1	$1.1M	-13%	12k	95.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$1.1M	+20%	23k	48.05	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$1.1M	-14%	25k	42.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$940k		6.3k	148.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$870k	+25%	3.3k	261.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$857k	+27%	3.0k	287.14	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.9	$847k	+48%	28k	30.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$844k	+28%	9.5k	88.70	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.9	$842k		10k	81.98	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.9	$836k	NEW	5.7k	146.62	View chart
Ubs Entracs Gold Shs (GLDI)	0.8	$829k	+8%	5.0k	166.02	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$809k	+24%	8.7k	92.69	View chart
Costco Wholesale Corporation (COST)	0.8	$801k	+11%	804.00	996.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.8	$758k	NEW	14k	55.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.8	$747k	-6%	14k	53.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.8	$746k	NEW	15k	50.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.8	$745k	NEW	15k	49.72	View chart
Global X Fds Russell 2000 (RYLD)	0.8	$739k	+55%	50k	14.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$739k	-26%	9.3k	79.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$718k	+39%	13k	56.68	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$689k	+36%	14k	50.14	View chart
Amplify Etf Tr Cef High Income (YYY)	0.6	$637k	+15%	58k	11.03	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$626k	-25%	11k	58.54	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$617k	-16%	12k	50.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$607k	-3%	20k	30.68	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$596k	-34%	5.8k	103.43	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$580k	-17%	5.2k	110.85	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.6	$578k	-27%	12k	49.97	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$544k	-18%	32k	17.15	View chart
NVIDIA Corporation (NVDA)	0.5	$492k	+8%	2.8k	174.38	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$486k	NEW	7.9k	61.26	View chart
Global X Fds S&p 500 Covered (XYLD)	0.5	$481k	-13%	12k	39.13	View chart
Microsoft Corporation (MSFT)	0.5	$474k	+22%	1.3k	370.03	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$468k	-3%	3.4k	135.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$468k	+4%	6.7k	70.18	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$466k	-64%	6.4k	73.14	View chart
Hims & Hers Health Com Cl A (HIMS)	0.5	$460k	+177%	22k	20.76	View chart
Broadcom (AVGO)	0.5	$448k	+20%	1.4k	309.45	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.4	$435k	+15%	11k	40.06	View chart
CF Industries Holdings (CF)	0.4	$433k	-19%	3.3k	129.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$433k	-65%	4.7k	92.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.4	$426k	NEW	9.6k	44.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$425k	NEW	10k	42.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.4	$423k	NEW	8.9k	47.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.4	$422k		8.8k	47.91	View chart
Flextronics Intl Ord (FLEX)	0.4	$415k	+2%	6.3k	65.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$410k	+7%	1.4k	287.47	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$408k		9.6k	42.56	View chart
Zoom Communications Cl A (ZM)	0.4	$407k	+22%	5.1k	80.38	View chart
United Therapeutics Corporation (UTHR)	0.4	$403k	+2%	680.00	593.02	View chart
Cheniere Energy Com New (LNG)	0.4	$391k		1.4k	283.80	View chart
Applovin Corp Com Cl A (APP)	0.4	$377k	+42%	946.00	398.01	View chart
Monolithic Power Systems (MPWR)	0.4	$375k	-8%	343.00	1093.03	View chart
EOG Resources (EOG)	0.4	$373k	-11%	2.6k	144.59	View chart
Neurocrine Biosciences (NBIX)	0.4	$372k	+20%	2.8k	131.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$372k		572.00	650.89	View chart
Verizon Communications (VZ)	0.4	$352k	-15%	7.0k	50.20	View chart
Fox Corp Cl A Com (FOXA)	0.4	$351k	+17%	6.0k	58.40	View chart
Johnson & Johnson (JNJ)	0.4	$351k	-14%	1.4k	244.44	View chart
Merck & Co (MRK)	0.3	$343k	-13%	2.8k	120.30	View chart
Chewy Cl A (CHWY)	0.3	$339k	+35%	13k	27.00	View chart
Exelixis (EXEL)	0.3	$336k	+6%	7.8k	42.89	View chart
Ishares Em Mkts Div Etf (DVYE)	0.3	$335k	+2%	9.7k	34.38	View chart
Toast Cl A (TOST)	0.3	$330k	NEW	13k	26.51	View chart
Altria (MO)	0.3	$330k	-12%	5.0k	65.98	View chart
Merit Medical Systems (MMSI)	0.3	$329k	+20%	4.8k	68.93	View chart
Gilead Sciences (GILD)	0.3	$328k	-13%	2.4k	139.34	View chart
Cme (CME)	0.3	$327k	-9%	1.1k	295.38	View chart
Ralph Lauren Corp Cl A (RL)	0.3	$327k	+7%	950.00	344.01	View chart
CBOE Holdings (CBOE)	0.3	$327k	-11%	1.2k	281.13	View chart
Snap-on Incorporated (SNA)	0.3	$324k	-8%	893.00	363.21	View chart
Insulet Corporation (PODD)	0.3	$320k	+34%	1.5k	209.88	View chart
Elanco Animal Health (ELAN)	0.3	$318k	-4%	13k	23.93	View chart
T. Rowe Price (TROW)	0.3	$317k	+12%	3.5k	90.15	View chart
Halozyme Therapeutics (HALO)	0.3	$317k	NEW	4.9k	64.63	View chart
Procter & Gamble Company (PG)	0.3	$316k	-4%	2.2k	144.42	View chart
Tesla Motors (TSLA)	0.3	$313k		841.00	371.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$310k	+3%	3.5k	88.47	View chart
Illinois Tool Works (ITW)	0.3	$309k	-12%	1.2k	260.37	View chart
Pepsi (PEP)	0.3	$306k	-8%	2.0k	155.29	View chart
Abbott Laboratories (ABT)	0.3	$304k	+18%	3.0k	102.66	View chart
Vici Pptys (VICI)	0.3	$303k	-2%	11k	27.32	View chart
Comcast Corp Cl A (CMCSA)	0.3	$303k	-8%	11k	28.71	View chart
Eli Lilly & Co. (LLY)	0.3	$303k	NEW	329.00	921.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$300k	+22%	1.5k	198.28	View chart
Pulte (PHM)	0.3	$299k		2.5k	117.61	View chart
Colgate-Palmolive Company (CL)	0.3	$299k	-15%	3.5k	85.24	View chart
Deckers Outdoor Corporation (DECK)	0.3	$296k	-15%	3.0k	100.10	View chart
Micron Technology (MU)	0.3	$295k	-36%	874.00	337.81	View chart
Kraft Heinz (KHC)	0.3	$293k	+2%	13k	22.49	View chart
Avery Dennison Corporation (AVY)	0.3	$292k	-7%	1.7k	172.65	View chart
Kimberly-Clark Corporation (KMB)	0.3	$289k		3.0k	96.48	View chart
A. O. Smith Corporation (AOS)	0.3	$282k	NEW	4.3k	65.94	View chart
Palantir Technologies Cl A (PLTR)	0.3	$278k	+4%	1.9k	146.28	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$274k	-4%	2.9k	94.23	View chart
General Mills (GIS)	0.3	$274k	+9%	7.4k	37.22	View chart
ConAgra Foods (CAG)	0.3	$273k		17k	15.72	View chart
Tenet Healthcare Corp Com New (THC)	0.3	$272k	-4%	1.4k	188.74	View chart
Apple (AAPL)	0.2	$245k	+12%	967.00	253.80	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$238k	NEW	5.2k	45.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$229k		1.8k	124.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$222k	NEW	4.5k	49.89	View chart
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)	0.2	$159k	-9%	13k	12.54	View chart

Past Filings by Oakmont Advisory Group

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

Oakmont Advisory Group 2026 Q1 filed May 12, 2026
Oakmont Advisory Group 2025 Q4 filed May 11, 2026

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