Oakmont Advisory Group

Oakmont Advisory Group as of Dec. 31, 2025

Portfolio Holdings for Oakmont Advisory Group

Oakmont Advisory Group holds 116 positions in its portfolio as reported in the December 2025 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) 12.7 $12M 19k 627.13
Dimensional Etf Trust Us Equity Market (DFUS) 3.9 $3.6M 49k 74.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.8 $3.6M 19k 191.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $3.3M 53k 62.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $3.2M 5.3k 614.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $2.7M 51k 53.76
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.6 $2.4M 35k 69.67
Ishares Tr Ultra Short Dur (ICSH) 2.6 $2.4M 48k 50.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $2.3M 27k 83.75
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $1.7M 7.9k 219.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $1.6M 22k 74.07
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $1.4M 29k 47.08
Spdr Series Trust State Street Spd (JNK) 1.4 $1.3M 13k 97.21
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.4 $1.3M 18k 71.42
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $1.3M 13k 94.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.3 $1.3M 29k 42.87
Spdr Series Trust State Street Spd (CWB) 1.3 $1.2M 14k 89.20
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.2M 15k 77.88
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.3 $1.2M 21k 55.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $1.1M 19k 59.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.0M 13k 79.73
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $924k 6.4k 143.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $915k 19k 48.32
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $906k 8.8k 102.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $842k 14k 58.73
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.9 $823k 16k 51.56
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.9 $822k 17k 48.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.9 $821k 16k 52.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.9 $820k 15k 54.83
Ubs Entracs Gold Shs (GLDI) 0.9 $798k 4.6k 173.74
Select Sector Spdr Tr State Street Con (XLP) 0.8 $785k 10k 77.68
Select Sector Spdr Tr State Street Com (XLC) 0.8 $746k 6.3k 117.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $737k 15k 50.86
Select Sector Spdr Tr State Street Mat (XLB) 0.8 $729k 16k 45.35
Select Sector Spdr Tr State Street Rea (XLRE) 0.8 $716k 18k 40.35
Global X Fds Nasdaq 100 Cover (QYLD) 0.7 $683k 39k 17.67
Vanguard Index Fds Small Cp Etf (VB) 0.7 $683k 2.6k 257.91
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $681k 2.3k 290.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $657k 7.4k 88.49
Costco Wholesale Corporation (COST) 0.7 $623k 723.00 862.15
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $598k 7.0k 85.37
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $580k 19k 30.96
Global X Fds S&p 500 Covered (XYLD) 0.6 $579k 14k 40.63
Amplify Etf Tr Cef High Income (YYY) 0.6 $578k 50k 11.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $562k 21k 27.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.6 $524k 11k 47.57
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.6 $523k 12k 44.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.6 $522k 12k 44.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $518k 9.1k 57.24
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $515k 10k 51.12
Microsoft Corporation (MSFT) 0.5 $506k 1.0k 483.54
Global X Fds Russell 2000 (RYLD) 0.5 $486k 32k 15.30
NVIDIA Corporation (NVDA) 0.5 $486k 2.6k 186.50
Applovin Corp Com Cl A (APP) 0.5 $446k 662.00 674.25
Ishares Tr Core Div Grwth (DGRO) 0.5 $445k 6.4k 69.42
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.5 $438k 9.0k 48.84
Ishares Tr Core High Dv Etf (HDV) 0.5 $434k 3.6k 121.62
Alphabet Cap Stk Cl A (GOOGL) 0.4 $417k 1.3k 313.05
Broadcom (AVGO) 0.4 $414k 1.2k 346.21
Micron Technology (MU) 0.4 $392k 1.4k 285.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $388k 568.00 682.35
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $384k 9.4k 40.74
Tesla Motors (TSLA) 0.4 $377k 837.00 449.81
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $374k 9.5k 39.45
Fox Corp Cl A Com (FOXA) 0.4 $374k 5.1k 73.07
Flex Ord (FLEX) 0.4 $372k 6.2k 60.42
Deckers Outdoor Corporation (DECK) 0.4 $363k 3.5k 103.67
Zoom Communications Cl A (ZM) 0.4 $357k 4.1k 86.29
Merit Medical Systems (MMSI) 0.4 $350k 4.0k 88.15
Johnson & Johnson (JNJ) 0.4 $346k 1.7k 206.99
Comcast Corp Cl A (CMCSA) 0.4 $345k 12k 29.89
Merck & Co (MRK) 0.4 $345k 3.3k 105.27
Monolithic Power Systems (MPWR) 0.4 $341k 376.00 907.16
Us Bancorp Del Com New (USB) 0.4 $340k 6.4k 53.36
Charter Communications Inc N Cl A (CHTR) 0.4 $340k 1.6k 208.81
Verizon Communications (VZ) 0.4 $339k 8.3k 40.73
Snap-on Incorporated (SNA) 0.4 $338k 980.00 344.67
Gilead Sciences (GILD) 0.4 $335k 2.7k 122.73
Cme (CME) 0.4 $334k 1.2k 272.99
Palo Alto Networks (PANW) 0.4 $334k 1.8k 184.21
Illinois Tool Works (ITW) 0.4 $333k 1.4k 246.22
Neurocrine Biosciences (NBIX) 0.4 $333k 2.4k 141.84
Avery Dennison Corporation (AVY) 0.4 $333k 1.8k 181.83
Accenture Plc Ireland Shs Class A (ACN) 0.4 $333k 1.2k 268.33
CBOE Holdings (CBOE) 0.4 $331k 1.3k 251.00
Procter & Gamble Company (PG) 0.4 $330k 2.3k 143.29
Altria (MO) 0.4 $329k 5.7k 57.66
Colgate-Palmolive Company (CL) 0.3 $327k 4.1k 79.01
United Therapeutics Corporation (UTHR) 0.3 $324k 664.00 487.59
Palantir Technologies Cl A (PLTR) 0.3 $321k 1.8k 177.79
CF Industries Holdings (CF) 0.3 $321k 4.2k 77.34
Insulet Corporation (PODD) 0.3 $321k 1.1k 284.17
Exelixis (EXEL) 0.3 $321k 7.3k 43.83
Vici Pptys (VICI) 0.3 $321k 11k 28.12
T. Rowe Price (TROW) 0.3 $319k 3.1k 102.39
Elanco Animal Health (ELAN) 0.3 $316k 14k 22.63
Abbott Laboratories (ABT) 0.3 $313k 2.5k 125.27
Ralph Lauren Corp Cl A (RL) 0.3 $312k 882.00 353.80
General Mills (GIS) 0.3 $312k 6.7k 46.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $309k 3.4k 91.46
Kraft Heinz (KHC) 0.3 $309k 13k 24.25
Pepsi (PEP) 0.3 $309k 2.2k 143.54
EOG Resources (EOG) 0.3 $307k 2.9k 105.02
Chewy Cl A (CHWY) 0.3 $305k 9.2k 33.05
Pinterest Cl A (PINS) 0.3 $302k 12k 25.89
Kimberly-Clark Corporation (KMB) 0.3 $301k 3.0k 100.88
ConAgra Foods (CAG) 0.3 $299k 17k 17.31
Tenet Healthcare Corp Com New (THC) 0.3 $298k 1.5k 198.72
Ishares Em Mkts Div Etf (DVYE) 0.3 $297k 9.5k 31.16
Pulte (PHM) 0.3 $295k 2.5k 117.28
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $275k 3.1k 89.99
Cheniere Energy Com New (LNG) 0.3 $268k 1.4k 194.37
Hims & Hers Health Com Cl A (HIMS) 0.3 $259k 8.0k 32.47
Apple (AAPL) 0.3 $234k 862.00 271.91
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $223k 1.9k 120.15
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.2 $191k 14k 13.66