Q2 2026 13F · SEC CIK 2115370

Oakmont Advisory Group, LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $119.1M
Reported positions: 505
Holdings vs S&P 500, 3 yrs: —
Assets under management: $149.5M

Oakmont Advisory Group, LLC is a wealth manager that reported 505 positions worth $119.1M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Vanguard Index Fds (VOO, 12.6%), Dimensional ETF Trust (DFUS, 5.1%), Vanguard Ftse Developed Markets Index Fu (VEA, 4.0%).

Oakmont Advisory Group, LLC holdings largest 50 of 505 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Oakmont Advisory Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	12.6%	13.4%	21,838	-1.0%	$15.0M
DFUSDimensional ETF Trust	5.1%	5.5%	74,146	-2.0%	$6.1M
VEAVanguard Ftse Developed Markets Index Fu	4.0%	4.3%	67,228	+2.1%	$4.8M
QQQInvesco Qqq Tr	3.5%	3.6%	5,730	-7.6%	$4.2M
VWOVanguard Intl Equity Index F	3.5%	3.8%	70,015	+1.7%	$4.2M
ICSHIshares Tr	3.4%	3.4%	80,806	+23.4%	$4.1M
DFASDimensional ETF Trust	2.7%	2.8%	39,173	+2.2%	$3.2M
VIGVanguard Specialized Funds	2.0%	2.1%	10,244	+5.5%	$2.4M
VCITVanguard Scottsdale Fds	1.9%	2.4%	27,930	-1.1%	$2.3M
VMBSVanguard Scottsdale Fds	1.4%	1.4%	36,162	+20.5%	$1.7M
BNDVanguard Bd Index Fds	1.4%	1.8%	22,723	-6.3%	$1.7M
RSPInvesco Exchange Traded Fd T	1.4%	1.5%	7,802	+1.9%	$1.7M
CWBSpdr Series Trust	1.3%	1.4%	13,869	-10.3%	$1.5M
BIVVanguard Bd Index Fds	1.0%	1.2%	15,955	+5.1%	$1.2M
JNKSpdr Series Trust	1.0%	1.1%	12,631	+9.8%	$1.2M
VGITVanguard Scottsdale Fds	1.0%	1.2%	20,451	+5.9%	$1.2M
VYMVanguard Whitehall Fds	0.9%	1.0%	6,989	+10.2%	$1.1M
VGLTVanguard Scottsdale Fds	0.9%	1.2%	19,682	-6.1%	$1.1M
SHYGIshares Tr	0.9%	1.1%	25,114	+0.7%	$1.1M
VBVanguard Index Fds	0.8%	0.9%	3,335	+0.4%	$1.0M
VOVanguard Index Fds	0.8%	0.9%	12,120	+305.9%	$977K
VCSHVanguard Scottsdale Fds	0.8%	0.8%	12,328	+32.2%	$974K
XLVSelect Sector Spdr Tr	0.8%	0.9%	6,044	+6.0%	$959K
VNQVanguard Index Fds	0.8%	0.9%	9,850	+3.5%	$950K
HYDVaneck ETF Trust	0.8%	0.7%	18,430	+34.1%	$949K
VGSHVanguard Scottsdale Fds	0.8%	0.6%	16,008	+49.8%	$932K
PFFIshares Tr	0.8%	0.9%	29,781	+6.6%	$908K
FMARFt Vest US Equity Buffer ETF - March	0.7%	—	16,676	—	$871K
FFEBFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	14,279	+5.2%	$871K
FMAYFirst Tr Exchng Traded Fd Vi	0.7%	—	15,434	—	$867K
RYLDGlobal X Fds	0.7%	0.8%	53,634	+8.4%	$858K
FAPRFirst Tr Exchng Traded Fd Vi	0.7%	—	18,189	—	$850K
QYLDGlobal X Fds	0.7%	0.6%	44,125	+39.2%	$813K
BNDXVanguard Charlotte Fds	0.7%	1.1%	16,759	-26.5%	$812K
SCHDSchwab Strategic Tr	0.6%	0.6%	23,331	+17.9%	$740K
STIPIshares Tr	0.6%	0.6%	7,151	+24.1%	$731K
GLDMWorld Gold Tr	0.6%	0.8%	9,193	+5.3%	$730K
XLRESelect Sector Spdr Tr	0.6%	—	15,908	—	$700K
FLOTIshares Tr	0.6%	0.6%	13,543	+11.8%	$691K
YYYAmplify ETF Tr	0.6%	0.6%	59,850	+3.6%	$690K
XYLDGlobal X Fds	0.6%	0.5%	16,670	+35.5%	$680K
MUMicron Technology Inc	0.6%	—	580	—	$669K
XLYSelect Sector Spdr Tr	0.6%	—	5,680	—	$666K
XLCSelect Sector Spdr Tr	0.5%	0.6%	5,953	+13.8%	$638K
FLEXFlex Ltd Ord	0.5%	—	3,807	—	$617K
NVDANvidia Corporation	0.5%	0.5%	2,950	+4.5%	$590K
DGROIshares Tr	0.5%	—	7,781	—	$590K
HDVIshares Tr	0.5%	0.5%	20,931	+506.9%	$574K
GLDICredit Suisse Nassau Branc	0.5%	0.8%	3,960	-20.7%	$557K
JEPIJ P Morgan Exchange Traded F	0.4%	0.7%	9,448	-25.4%	$534K

What Oakmont Advisory Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$119.1M	505
Q1 2026	$98.2M	119
Q4 2025	$93.7M	116

Questions about Oakmont Advisory Group, LLC's portfolio

What stocks does Oakmont Advisory Group, LLC own?

Oakmont Advisory Group, LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 505 positions worth $119.1M. The largest are Vanguard Index Fds (VOO) at 12.6%, Dimensional ETF Trust (DFUS) at 5.1%, Vanguard Ftse Developed Markets Index Fu (VEA) at 4.0%, Invesco Qqq Tr (QQQ) at 3.5% and Vanguard Intl Equity Index F (VWO) at 3.5%.

What did Oakmont Advisory Group, LLC buy last quarter?

In Q2 2026, Oakmont Advisory Group, LLC added Ishares Tr (HDV) (+506.9% shares), Vanguard Index Fds (VO) (+305.9% shares) and Vanguard Scottsdale Fds (VGSH) (+49.8% shares), compared with its Q1 2026 filing.

What did Oakmont Advisory Group, LLC sell last quarter?

In Q2 2026, Oakmont Advisory Group, LLC cut from its top 50 Select Sector Spdr Tr (XLP), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 First Tr Exchng Traded Fd Vi (FNOV), cut from its top 50 First Tr Exchng Traded Fd Vi (FJAN), cut from its top 50 First Tr Exchng Traded Fd Vi (FDEC), Vanguard Charlotte Fds (BNDX) (-26.5% shares), J P Morgan Exchange Traded F (JEPI) (-25.4% shares) and Credit Suisse Nassau Branc (GLDI) (-20.7% shares), compared with its Q1 2026 filing.

When is Oakmont Advisory Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Oakmont Advisory Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Oakmont Advisory Group, LLC manage?

Oakmont Advisory Group, LLC reported $149.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $119.1M.