Oakwell Private Wealth Management, LLC - Portfolio Stock Holdings

Oakwell Private Wealth Management, LLC disclosed 89 stock positions in a recent SEC 13F filing. $655,201,078 of stock holdings were filed, with the largest holdings including VTI, VEA, and DFEM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $668,051,568 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.