Oakmont Advisory Group

Oakmont Advisory Group as of March 31, 2026

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