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Oakwell Private Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    austin, TX
  • Num holdings

    79

  • Value ($000)

    $560,203

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0001844024
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$187.31M
33 %

583,858

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$72.23M
13 %

1,127,248

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$38.67M
7 %

1,119,116

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$29.28M
5 %

235,502

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$28.38M
5 %

256,892

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$18.96M
3 %

189,908

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$16.43M
3 %

115,357

D
DFGX

DIMENSIONAL ETF TRUST

DIMENSIONAL INTE
25434V575
$16M
3 %

305,039

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$10.79M
2 %

433,206

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.47M
2 %

60,062

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