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Oakmont Advisory Group, LLC

Q1 2026 13F Holdings

  • Location
    albuquerque, NM
  • Num holdings

    119

  • Value ($000)

    $98,204

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0002115370
  • 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
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.19M
13 %

22,065

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$5.36M
6 %

75,653

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.22M
4 %

65,827

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$3.72M
4 %

68,824

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$3.58M
4 %

6,199

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$3.32M
3 %

65,488

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$2.73M
3 %

38,345

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$2.34M
2 %

28,250

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$2.09M
2 %

9,714

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$1.79M
2 %

24,241

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