Oakmont Advisory Group, LLC
Oakmont Advisory Group, LLC reported 526 positions worth $119.1M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VOO (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $15.0M | 12.60% | 21,838 | — | — | |
| ▸ 2 | DFUS | SH | $6.1M | 5.10% | 74,146 | — | — | |
| ▸ 3 | VEA | SH | $4.8M | 4.02% | 67,228 | — | — | |
| ▸ 4 | QQQ | SH | $4.2M | 3.54% | 5,730 | — | — | |
| ▸ 5 | VWO | SH | $4.2M | 3.51% | 70,015 | — | — | |
| ▸ 6 | ICSH | SH | $4.1M | 3.43% | 80,806 | — | — | |
| ▸ 7 | DFAS | SH | $3.2M | 2.71% | 39,173 | — | — | |
| ▸ 8 | VIG | SH | $2.4M | 2.04% | 10,244 | — | — | |
| ▸ 9 | VCIT | SH | $2.3M | 1.94% | 27,930 | — | — | |
| ▸ 10 | VMBS | SH | $1.7M | 1.42% | 36,162 | — | — |
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Frequently Asked Questions
What stocks does Oakmont Advisory Group, LLC hold as of Q2 2026?
Oakmont Advisory Group, LLC reported 526 positions worth $119.1M in its Q2 2026 13F filing. Largest positions: VOO (12.6%), DFUS (5.1%), VEA (4.0%), QQQ (3.5%) and VWO (3.5%).
What did Oakmont Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Oakmont Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.