Oakmont Advisory Group, LLC - Portfolio Stock Holdings
Oakmont Advisory Group, LLC disclosed 508 stock positions in a recent SEC 13F filing. $118,970,674 of stock holdings were filed, with the largest holdings including VOO, DFUS, and VEA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $149,506,723 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
508Est. Stock Holding Value:
$118,970,674Top Stock Holdings By Sector
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Portfolio Stock Holdings - Oakmont Advisory Group, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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