Oakwell Private Wealth Management, LLC — 13F holdings

Oakwell Private Wealth Management, LLC reported 83 holdings worth $603M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $204M (33.8%)
  2. VEA VANGUARD TAX-MANAGED FDS — $75.7M (12.5%)
  3. DFEM DIMENSIONAL ETF TRUST — $42.1M (7.0%)
  4. IJR ISHARES TR — $33.1M (5.5%)
  5. AVUV AMERICAN CENTY ETF TR — $29.8M (4.9%)
  6. ITOT ISHARES TR — $18.7M (3.1%)
  7. AVDV AMERICAN CENTY ETF TR — $18.0M (3.0%)
  8. DFGX DIMENSIONAL ETF TRUST — $16.6M (2.8%)
  9. NVDA NVIDIA CORPORATION — $12.0M (2.0%)
  10. SCHR SCHWAB STRATEGIC TR — $10.9M (1.8%)