Notify me when Oakwell Private Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 80 | $535,653,797 | +$29,370,413 | -$1,732,752 | +$27,637,661 | VTI, VEA, DFEM, IJR, AVUV | 13F-HR | 30 Jan 2026, 14:11 |
| Q3 2025 | 78 | $497,920,304 | +$40,031,542 | -$9,108,316 | +$30,923,226 | VTI, VEA, DFEM, IJR, AVUV | 13F-HR | 12 Nov 2025, 13:10 |
| Q2 2025 | 73 | $434,223,265 | +$39,708,682 | -$4,495,835 | +$35,212,847 | VTI, VEA, DFEM, IJR, AVUV | 13F-HR | 05 Aug 2025, 15:26 |
| Q1 2025 | 68 | $362,209,398 | +$28,326,517 | -$13,531,579 | +$14,794,938 | VTI, VEA, DFEM, IJR, AVUV | 13F-HR | 05 May 2025, 19:25 |
| Q4 2024 | 60 | $356,694,476 | +$31,793,924 | -$7,272,979 | +$24,520,945 | VTI, VEA, DFEM, IJR, AVUV | 13F-HR | 04 Feb 2025, 17:52 |
| Q3 2024 | 61 | $347,658,054 | +$1,370,099 | -$27,842,619 | -$26,472,520 | VTI, VEA, DFEM, IJR, ITOT | 13F-HR | 04 Nov 2024, 16:30 |
| Q2 2024 | 65 | $354,146,214 | +$25,011,382 | -$801,369 | +$24,210,013 | VTI, VEA, DFEM, IJR, ITOT | 13F-HR | 08 Aug 2024, 12:43 |
| Q1 2024 | 64 | $328,956,031 | +$25,789,362 | -$676,373 | +$25,112,989 | VTI, VEA, DFEM, IJR, ITOT | 13F-HR | 25 Apr 2024, 12:38 |
| Q4 2023 | 59 | $286,139,035 | +$35,536,688 | -$9,232,052 | +$26,304,636 | VTI, VEA, DFEM, IJR, ITOT | 13F-HR | 05 Feb 2024, 16:06 |
| Q3 2023 | 59 | $235,716,566 | +$12,021,154 | -$7,095,960 | +$4,925,194 | VTI, VEA, DFEM, ITOT, IJR | 13F-HR | 30 Oct 2023, 15:42 |
| Q2 2023 | 59 | $239,076,107 | +$19,979,859 | -$10,528,243 | +$9,451,616 | VTI, VEA, DFEM, ITOT, IJR | 13F-HR | 26 Jul 2023, 13:46 |
| Q1 2023 | 61 | $219,553,022 | +$19,425,300 | -$20,572,226 | -$1,146,926 | VTI, VEA, DFEM, ITOT, IJR | 13F-HR | 04 May 2023, 17:02 |
| Q4 2022 | 60 | $209,332,803 | +$19,445,904 | -$4,108,084 | +$15,337,820 | VTI, VEA, VWO, MUB, ITOT | 13F-HR | 01 Feb 2023, 11:54 |
| Q3 2022 | 60 | $180,584,000 | +$24,731,815 | -$7,380,432 | +$17,351,383 | VTI, VEA, VWO, IJR, ITOT | 13F-HR | 27 Oct 2022, 17:17 |
| Q2 2022 | 58 | $175,356,000 | +$12,378,455 | -$6,381,074 | +$5,997,381 | VTI, VEA, VWO, IJR, AVUV | 13F-HR | 03 Aug 2022, 12:30 |
| Q1 2022 | 60 | $198,866,000 | +$14,747,023 | -$1,878,652 | +$12,868,371 | VTI, VEA, VWO, IJR, AVUV | 13F-HR | 03 May 2022, 16:50 |
| Q4 2021 | 61 | $201,023,000 | +$7,962,449 | -$2,158,980 | +$5,803,469 | VTI, VEA, VWO, IJR, AVUV | 13F-HR | 21 Jan 2022, 12:16 |
| Q3 2021 | 59 | $185,022,000 | +$48,614,428 | -$15,823,504 | +$32,790,924 | VTI, VEA, VWO, IJR, BSV | 13F-HR | 14 Oct 2021, 15:48 |
| Q2 2021 | 62 | $155,797,000 | +$16,729,105 | -$10,199,422 | +$6,529,683 | VTI, IJR, VWO, VEA, BSV | 13F-HR | 29 Jul 2021, 08:55 |
| Q1 2021 | 60 | $141,169,000 | +$9,711,753 | -$2,926,387 | +$6,785,366 | VTI, IJR, VWO, VEA, QQQ | 13F-HR | 21 Apr 2021, 16:38 |
| Q4 2020 | 62 | $127,180,000 | $0 | $0 | $0 | VTI, IJR, VWO, VEA, QQQ | 13F-HR | 10 Feb 2021, 14:37 |