Oakworth Capital, Inc.

Q3 2025 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    1,068

  • Value ($000)

    $1,730,563

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001588871
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWF

ISHARES RUSSELL 1000 GROWTH

MUTUAL FUND/STO
464287614
$104.81M
6 %

223,763

I
IWD

ISHARES RUSSELL 1000 VALUE (MKT)

MUTUAL FUND/STO
464287598
$96.06M
6 %

471,813

V
VEA

VANGUARD FTSE DEVELOPED MARKETS

MUTUAL FUND/STO
921943858
$76.37M
4 %

1,274,492

B
BND

VANGUARD TOTAL BOND MARKET ETF

MUTUAL FUND/GOV
921937835
$76.09M
4 %

1,023,112

I
IWD

ISHARES TR RUSSELL 1000 VALUE ETF

EXCHANGE TRADED FUND
464287598
$68.70M
4 %

337,420

B
BND

VANGUARD TTL BD MKT

EXCHANGE TRADED FUND
921937835
$66.20M
4 %

890,156

I
IWR

ISHARES RUSSELL MID-CAP (MKT)

MUTUAL FUND/STO
464287499
$63.90M
4 %

661,864

I
IWF

ISHARES TR RUSSELL 1000 GROWTH ETF

EXCHANGE TRADED FUND
464287614
$62.45M
4 %

133,320

V
VEA

VANGUARD DEVELOPED MARKETS INDEX FUND

EXCHANGE TRADED FUND
921943858
$55.78M
3 %

930,968

I
IWR

ISHARES TR RUSSELL MID-CAP ETF

EXCHANGE TRADED FUND
464287499
$47.75M
3 %

494,581

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