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Oath Planning, LLC

Q1 2026 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    69

  • Value ($000)

    $112,554

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0002109944
  • 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
B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$13.3M
12 %

169,639

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$12.82M
11 %

272,765

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$11.1M
10 %

18,576

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$10.06M
9 %

46,294

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$5.53M
5 %

55,417

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$5.37M
5 %

138,197

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$4.76M
4 %

97,323

F
FRDM

EA SERIES TRUST

FREEDOM 100 EM
02072L607
$4.05M
4 %

74,055

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$3.77M
3 %

19,224

P
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$3.18M
3 %

15,267

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