Oath Planning, LLC
CIK 0002109944 · TULSA, OK · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$134.7M
2026 Q2
Positions
71
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BSV
VANGUARD BD INDEX FDS
12.1%
UITB
VICTORY PORTFOLIOS II
11.7%
VOO
VANGUARD INDEX FDS
10.3%
VBR
VANGUARD INDEX FDS
9.4%
AVDV
AMERICAN CENTY ETF TR
4.7%
DFAC
DIMENSIONAL ETF TRUST
4.7%
FNDF
SCHWAB STRATEGIC TR
4.3%
FRDM
EA SERIES TRUST
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.