13F Filings History of Oath Planning, LLC
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $134,719,007
- Largest 13F holdings
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BSV UITB VOO VBR AVDV DFAC FNDF FRDM VTV PNC DBEF BSVO
+8 more
VGIT HEI XLRE SPY DFIV DFUV SCHF GLD - Form 13F summary
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- Oath Planning, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Oath Planning, LLC reported 71 equity holdings with a total reported market value of $134,719,007 for Q2 2026. Top reported holdings included BSV, UITB, VOO, VBR, and AVDV.
- Manager signature
- Rodney Yancy - CCO
- Manager location
- Tulsa, OK
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$134,719,007
Quarter delta
+$22,164,665
Accepted
24 Jul 2026, 09:52
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $134,719,007 | +$14,678,283 | -$1,239,182 | +$13,439,101 | BSV, UITB, VOO, VBR, AVDV | 13F-HR | 24 Jul 2026, 09:52 |
| Q1 2026 | 69 | $112,554,342 | +$11,952,462 | -$1,384,250 | +$10,568,212 | BSV, UITB, VOO, VBR, AVDV | 13F-HR | 08 May 2026, 16:35 |
| Q4 2025 | 68 | $101,331,695 | $0 | $0 | $0 | BSV, UITB, VOO, VBR, DFAC | 13F-HR | 11 Feb 2026, 21:06 |