2026 Q1 Portfolio Activity
In 2026 Q1, Oakmont Advisory Group, LLC maintained a portfolio of 116 distinct positions.
Position History
hover any row below to update
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Total Positions
116
Quarter
2026 Q1
Top Holding
VOO (12.7%)
Top 10 Concentration
39.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 116
Oakmont Advisory Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 12.69% | — |
#1
Prev: #—
|
9.5 |
—
|
18,961 | — |
NEW
|
18,961 | $11,890,981 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 3.89% | — |
#2
Prev: #—
|
6.6 |
—
|
49,130 | — |
NEW
|
49,130 | $3,643,962 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.84% | — |
#3
Prev: #—
|
6.0 |
—
|
18,781 | — |
NEW
|
18,781 | $3,597,622 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.54% | — |
#4
Prev: #—
|
5.4 |
—
|
53,066 | — |
NEW
|
53,066 | $3,315,032 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.46% | — |
#5
Prev: #—
|
5.4 |
—
|
5,280 | — |
NEW
|
5,280 | $3,243,517 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.91% | — |
#6
Prev: #—
|
4.7 |
—
|
50,802 | — |
NEW
|
50,802 | $2,731,101 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 2.58% | — |
#7
Prev: #—
|
4.5 |
—
|
34,747 | — |
NEW
|
34,747 | $2,420,847 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ICSH
ISHARES TR
|
ETF | 2.57% | — |
#8
Prev: #—
|
4.5 |
—
|
47,521 | — |
NEW
|
47,521 | $2,403,629 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.45% | — |
#9
Prev: #—
|
4.5 |
—
|
27,418 | — |
NEW
|
27,418 | $2,296,240 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.85% | — |
#10
Prev: #—
|
4.2 |
—
|
7,899 | — |
NEW
|
7,899 | $1,736,138 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.70% | — |
#11
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|
4.2 |
—
|
21,528 | — |
NEW
|
21,528 | $1,594,599 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 1.47% | — |
#12
Prev: #—
|
4.1 |
—
|
29,173 | — |
NEW
|
29,173 | $1,373,464 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 1.38% | — |
#13
Prev: #—
|
4.1 |
—
|
13,273 | — |
NEW
|
13,273 | $1,290,308 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPLV
INVESCO EXCH TR...
|
Unknown | 1.36% | — |
#14
Prev: #—
|
4.0 |
—
|
17,898 | — |
NEW
|
17,898 | $1,278,292 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
USMV
ISHARES TR
|
ETF | 1.35% | — |
#15
Prev: #—
|
4.0 |
—
|
13,413 | — |
NEW
|
13,413 | $1,262,953 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SHYG
ISHARES TR
|
ETF | 1.33% | — |
#16
Prev: #—
|
4.0 |
—
|
29,160 | — |
NEW
|
29,160 | $1,250,069 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 1.29% | — |
#17
Prev: #—
|
4.0 |
—
|
13,598 | — |
NEW
|
13,598 | $1,212,965 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.26% | — |
#18
Prev: #—
|
4.0 |
—
|
15,125 | — |
NEW
|
15,125 | $1,177,936 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 1.26% | — |
#19
Prev: #—
|
4.0 |
—
|
21,098 | — |
NEW
|
21,098 | $1,177,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.20% | — |
#20
Prev: #—
|
4.0 |
—
|
18,724 | — |
NEW
|
18,724 | $1,122,134 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.07% | — |
#21
Prev: #—
|
3.9 |
—
|
12,625 | — |
NEW
|
12,625 | $1,006,609 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.99% | — |
#22
Prev: #—
|
3.9 |
—
|
6,438 | — |
NEW
|
6,438 | $923,934 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.98% | — |
#23
Prev: #—
|
3.9 |
—
|
18,934 | — |
NEW
|
18,934 | $914,883 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
STIP
ISHARES TR
|
ETF | 0.97% | — |
#24
Prev: #—
|
3.9 |
—
|
8,849 | — |
NEW
|
8,849 | $906,074 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.90% | — |
#25
Prev: #—
|
3.9 |
—
|
14,334 | — |
NEW
|
14,334 | $841,843 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FSEP
FIRST TR EXCHNG...
|
ETF | 0.88% | — |
#26
Prev: #—
|
3.9 |
—
|
15,952 | — |
NEW
|
15,952 | $822,502 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FOCT
FIRST TR EXCHNG...
|
ETF | 0.88% | — |
#27
Prev: #—
|
3.9 |
—
|
16,772 | — |
NEW
|
16,772 | $821,672 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FAUG
FIRST TR EXCHNG...
|
ETF | 0.88% | — |
#28
Prev: #—
|
3.9 |
—
|
15,501 | — |
NEW
|
15,501 | $820,792 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FNOV
FIRST TR EXCHNG...
|
ETF | 0.88% | — |
#29
Prev: #—
|
3.9 |
—
|
14,962 | — |
NEW
|
14,962 | $820,362 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GLDI
UBS AG
|
Bond/Debt | 0.85% | — |
#30
Prev: #—
|
3.8 |
—
|
4,592 | — |
NEW
|
4,592 | $797,826 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.84% | — |
#31
Prev: #—
|
3.8 |
—
|
10,106 | — |
NEW
|
10,106 | $785,036 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.80% | — |
#32
Prev: #—
|
3.8 |
—
|
6,334 | — |
NEW
|
6,334 | $745,661 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.79% | — |
#33
Prev: #—
|
3.8 |
—
|
14,487 | — |
NEW
|
14,487 | $736,794 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLB
SELECT SECTOR S...
|
Unknown | 0.78% | — |
#34
Prev: #—
|
3.8 |
—
|
16,064 | — |
NEW
|
16,064 | $728,497 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.76% | — |
#35
Prev: #—
|
3.8 |
—
|
17,740 | — |
NEW
|
17,740 | $715,811 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QYLD
GLOBAL X FDS
|
ETF | 0.73% | — |
#36
Prev: #—
|
3.8 |
—
|
38,659 | — |
NEW
|
38,659 | $683,107 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.73% | — |
#37
Prev: #—
|
3.8 |
—
|
2,647 | — |
NEW
|
2,647 | $682,696 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.73% | — |
#38
Prev: #—
|
3.8 |
—
|
2,346 | — |
NEW
|
2,346 | $680,893 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.70% | — |
#39
Prev: #—
|
3.8 |
—
|
7,423 | — |
NEW
|
7,423 | $656,891 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.67% | — |
#40
Prev: #—
|
3.8 |
—
|
723 | — |
NEW
|
723 | $623,334 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.64% | — |
#41
Prev: #—
|
3.8 |
—
|
7,001 | — |
NEW
|
7,001 | $597,689 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PFF
ISHARES TR
|
Preferred | 0.62% | — |
#42
Prev: #—
|
3.7 |
—
|
18,745 | — |
NEW
|
18,745 | $580,342 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XYLD
GLOBAL X FDS
|
ETF | 0.62% | — |
#43
Prev: #—
|
3.7 |
—
|
14,250 | — |
NEW
|
14,250 | $578,970 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
YYY
AMPLIFY ETF TR
|
ETF | 0.62% | — |
#44
Prev: #—
|
3.7 |
—
|
50,221 | — |
NEW
|
50,221 | $578,044 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.60% | — |
#45
Prev: #—
|
3.7 |
—
|
20,504 | — |
NEW
|
20,504 | $562,412 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DJUL
FIRST TR EXCHNG...
|
ETF | 0.56% | — |
#46
Prev: #—
|
3.7 |
—
|
11,021 | — |
NEW
|
11,021 | $524,287 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DOCT
FIRST TR EXCHNG...
|
ETF | 0.56% | — |
#47
Prev: #—
|
3.7 |
—
|
11,816 | — |
NEW
|
11,816 | $523,311 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DSEP
FIRST TR EXCHNG...
|
ETF | 0.56% | — |
#48
Prev: #—
|
3.7 |
—
|
11,619 | — |
NEW
|
11,619 | $521,752 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.55% | — |
#49
Prev: #—
|
3.7 |
—
|
9,052 | — |
NEW
|
9,052 | $518,143 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HYD
VANECK ETF TRUS...
|
ETF | 0.55% | — |
#50
Prev: #—
|
3.7 |
—
|
10,077 | — |
NEW
|
10,077 | $515,151 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 116 holdings