Oath Planning, LLC - Portfolio Stock Holdings
Oath Planning, LLC disclosed 74 stock positions in a recent SEC 13F filing. $134,416,988 of stock holdings were filed, with the largest holdings including BSV, UITB, and VOO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $284,681,416 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
74Est. Stock Holding Value:
$134,416,988Top Stock Holdings By Sector
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Portfolio Stock Holdings - Oath Planning, LLC
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Stock
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% of Portfolio
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