Oakwell Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$348M
Signature - Title
Audrey Westfall - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Oakwell Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oakwell Private Wealth Management, LLC reported 61 stock holdings with total value $348M as of Q3 2024. Top holdings included VTI, VEA, DFEM, IJR, and ITOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 61 $348M +$1.37M -$27.8M -$26.5M VTI, VEA, DFEM, IJR, ITOT 13F-HR 11/4/2024, 04:30 PM
Q2 2024 65 $354M +$25M -$801K +$24.2M VTI, VEA, DFEM, IJR, ITOT 13F-HR 8/8/2024, 12:43 PM
Q1 2024 64 $329M +$25.8M -$676K +$25.1M VTI, VEA, DFEM, IJR, ITOT 13F-HR 4/25/2024, 12:38 PM
Q4 2023 59 $286M +$35.5M -$9.23M +$26.3M VTI, VEA, DFEM, IJR, ITOT 13F-HR 2/5/2024, 04:06 PM
Q3 2023 59 $236M +$12M -$7.1M +$4.93M VTI, VEA, DFEM, ITOT, IJR 13F-HR 10/30/2023, 03:42 PM
Q2 2023 59 $239M +$20M -$10.5M +$9.45M VTI, VEA, DFEM, ITOT, IJR 13F-HR 7/26/2023, 01:46 PM
Q1 2023 61 $220M +$19.4M -$20.6M -$1.15M VTI, VEA, DFEM, ITOT, IJR 13F-HR 5/4/2023, 05:02 PM
Q4 2022 60 $209M +$19.4M -$4.11M +$15.3M VTI, VEA, VWO, MUB, ITOT 13F-HR 2/1/2023, 11:54 AM
Q3 2022 60 $181M +$24.7M -$7.38M +$17.4M VTI, VEA, VWO, IJR, ITOT 13F-HR 10/27/2022, 05:17 PM
Q2 2022 58 $175M +$12.4M -$6.38M +$6M VTI, VEA, VWO, IJR, AVUV 13F-HR 8/3/2022, 12:30 PM
Q1 2022 60 $199M +$14.7M -$1.88M +$12.9M VTI, VEA, VWO, IJR, AVUV 13F-HR 5/3/2022, 04:50 PM
Q4 2021 61 $201M +$7.96M -$2.16M +$5.8M VTI, VEA, VWO, IJR, AVUV 13F-HR 1/21/2022, 12:16 PM
Q3 2021 59 $185M +$48.6M -$15.8M +$32.8M VTI, VEA, VWO, IJR, BSV 13F-HR 10/14/2021, 03:48 PM
Q2 2021 62 $156M +$16.7M -$10.2M +$6.53M VTI, IJR, VWO, VEA, BSV 13F-HR 7/29/2021, 08:55 AM
Q1 2021 60 $141M +$9.71M -$2.93M +$6.79M VTI, IJR, VWO, VEA, QQQ 13F-HR 4/21/2021, 04:38 PM
Q4 2020 62 $127M $0 $0 VTI, IJR, VWO, VEA, QQQ 13F-HR 2/10/2021, 02:37 PM