Oath Planning
Oath Planning reported 74 stocks worth $154M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are BSV (12.6%), UITB (12.2%) and VOO (10.8%). Compared with Q2 2026, the fund opened new positions in XOM, UNP and AMZN, added to BSV, UITB and VOO, trimmed VGIT, DFIV and DFUV and sold out of XOM, BKLC and QQQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BSV Vanguard Short-Term Bond ETF | $19.5M | 12.6% | 255K | +46K (+22%) | 4 of 4 | |
| 2 |  UITB Victoryshares Core | $18.7M | 12.2% | 419K | +82K (+24%) | 4 of 4 | |
| 3 |  VOO Vanguard S&P 500 ETF | $16.6M | 10.8% | 24K | +3,430 (+17%) | 4 of 4 | |
| 4 |  VBR Vanguard Index Fds | $14.6M | 9.4% | 63K | +11K (+21%) | 4 of 4 | |
| 5 |  AVDV Avantis International Small Cap Value ETF | $7.9M | 5.1% | 72K | +10K (+17%) | 4 of 4 | |
| 6 |  FNDF Schwab Fundamental International Equity ETF | $6.9M | 4.5% | 129K | +20K (+18%) | 4 of 4 | |
| 7 | DIMENSIONAL ETF TRUST | $6.5M | 4.2% | 146K | +2,958 (+2%) | 4 of 4 | |
| 8 |  FRDM Freedom 100 Emerging Markets ETF | $6.1M | 4.0% | 88K | +18K (+25%) | 4 of 4 | |
| 9 |  VTV Vanguard Index Fds | $5.4M | 3.5% | 25K | +3,707 (+17%) | 4 of 4 | |
| 10 |  DBEF Dbx ETF TR | $3.7M | 2.4% | 68K | +10K (+18%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $777K | 5,680 |
 BKLC BNY Mellon ETF Trust | $454K | 3,166 |
DIMENSIONAL ETF TRUST | $298K | 7,679 |
DIMENSIONAL ETF TRUST | $297K | 7,117 |
 QQQ Invesco Qqq TR | $258K | 350 |
🔒 Free account: see all 8.
Reported value
last 4 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Oath Planning 13F FAQ
What does Oath Planning own?
Oath Planning reported 74 stocks worth $154M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are BSV (12.6%), UITB (12.2%) and VOO (10.8%). The table above lists every position in the filing (the top 10 without an account).
What did Oath Planning buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 38 added to, 14 trimmed and 8 sold out. New positions include XOM, UNP and AMZN. It sold all of XOM, BKLC and QQQ.
When will Oath Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Oath Planning's portfolio worth?
The Q3 2026 filing reports $154M 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.