Oakmont Advisory Group
Oakmont Advisory Group reported 526 stocks worth $119M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are VOO (12.6%), DFUS (5.1%) and VEA (4.0%). Compared with Q1 2026, the fund opened new positions in FMAR, FMAY and FAPR, added to VEA, VWO and ICSH, trimmed VOO, DFUS and QQQ and sold out of FNOV, FJAN and FDEC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $15M | 12.6% | 22K | −227 (−1%) | 3 of 3 | |
| 2 |  DFUS Dimensional US Equity Market ETF | $6.1M | 5.1% | 74K | −1,507 (−2%) | 3 of 3 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $4.8M | 4.0% | 67K | +1,401 (+2%) | 3 of 3 | |
| 4 |  QQQ Invesco Qqq TR | $4.2M | 3.5% | 5,730 | −469 (−8%) | 3 of 3 | |
| 5 |  VWO Vanguard Intl Equity Index F | $4.2M | 3.5% | 70K | +1,191 (+2%) | 3 of 3 | |
| 6 |  ICSH Ishares TR | $4.1M | 3.4% | 81K | +15K (+23%) | 3 of 3 | |
| 7 | DIMENSIONAL U S SMALL CAP ETF | $3.2M | 2.7% | 39K | +828 (+2%) | 3 of 3 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $2.4M | 2.0% | 10K | +530 (+5%) | 3 of 3 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $2.3M | 1.9% | 28K | −320 (−1%) | 3 of 3 | |
| 10 |  VMBS Vanguard Scottsdale Fds | $1.7M | 1.4% | 36K | +6,141 (+20%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FNOV First TR Exchng Traded FD VI | $747K | 14K |
 FJAN First TR Exchng Traded FD VI | $746K | 15K |
 FDEC First TR Exchng Traded FD VI | $745K | 15K |
 XLB Select Sector Spdr TR | $578K | 12K |
 DDEC First TR Exchng Traded FD VI | $426K | 9,625 |
🔒 Free account: see all 7.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Oakmont Advisory Group 13F FAQ
What does Oakmont Advisory Group own?
Oakmont Advisory Group reported 526 stocks worth $119M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are VOO (12.6%), DFUS (5.1%) and VEA (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Oakmont Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 390 new positions, 74 added to, 36 trimmed and 8 sold out. New positions include FMAR, FMAY and FAPR. It sold all of FNOV, FJAN and FDEC.
When will Oakmont Advisory Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Oakmont Advisory Group's portfolio worth?
The Q2 2026 filing reports $119M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.