Oakmont Advisory Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 11, 2026), Oakmont Advisory Group, LLC reported 116 stock positions worth $93.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.7% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 3.9%) and Invesco S&P 500 Equal Weight (RSP, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- ALBUQUERQUE, NM
- CIK
- 0002115370
- Portfolio Value
- $93.7M (Q4 2025)
- SEC Filing
- 0002085853-26-000579 ↗ filed May 11, 2026
Holdings Value
Holdings 116 stocks · $93.7M
| VOO Vanguard S&P 500 ETF | 12.69% | 18,961 | $11.9M | — |
| DFUS Dimensional US Eq MKT ETF | 3.89% | 49,130 | $3.6M | — |
| RSP Invesco S&P 500 Equal Weight | 3.84% | 18,781 | $3.6M | — |
| VEA Vanguard Ftse Developed ETF | 3.54% | 53,066 | $3.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.46% | 5,280 | $3.2M | — |
| VWO Vanguard Ftse Emerging Marke | 2.91% | 50,802 | $2.7M | — |
| DFAS Dimensional US Small Cap ETF | 2.58% | 34,747 | $2.4M | — |
| ICSH iShares Ultra Short Duration | 2.57% | 47,521 | $2.4M | — |
| VCIT Vanguard Int-Term Corporate | 2.45% | 27,418 | $2.3M | — |
| VIG Vanguard Dividend Apprec ETF | 1.85% | 7,899 | $1.7M | — |
| BND Vanguard Total Bond Market | 1.70% | 21,528 | $1.6M | — |
| VMBS Vanguard Mortgage-Backed Sec | 1.47% | 29,173 | $1.4M | — |
| JNK SS SPDR BB High Yield Bond | 1.38% | 13,273 | $1.3M | — |
| SPLV Invesco S&P 500 Low Volatili | 1.36% | 17,898 | $1.3M | — |
| USMV iShares MSCI USA Min Vol Fac | 1.35% | 13,413 | $1.3M | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.33% | 29,160 | $1.3M | — |
| CWB SS SPDR BB Conv Sec ETF | 1.29% | 13,598 | $1.2M | — |
| BIV Vanguard Intermediate-Term B | 1.26% | 15,125 | $1.2M | — |
| VGLT Vanguard Long-Term Treasury | 1.26% | 21,098 | $1.2M | — |
| VGIT Vanguard Intermediate-Term T | 1.20% | 18,724 | $1.1M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 1.07% | 12,625 | $1.0M | — |
| VYM Vanguard High DVD Yield ETF | 0.99% | 6,438 | $924K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.98% | 18,934 | $915K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.97% | 8,849 | $906K | — |
| VGSH Vanguard Short-Term Treasury | 0.90% | 14,334 | $842K | — |
| FSEP FT Vest U.S. Equity Buffer E | 0.88% | 15,952 | $823K | — |
| FOCT FT Vest U.S. Equity Buffer E | 0.88% | 16,772 | $822K | — |
| FAUG FT Vest U.S. Equity Buffer E | 0.88% | 15,501 | $821K | — |
| FNOV FT Vest US Equity Buffer ETF | 0.88% | 14,962 | $820K | — |
| GLDI UBS AG Et GL SHR Covr Class ETN | 0.85% | 4,592 | $798K | — |
| XLP SS Consumer Staples Sel Sect | 0.84% | 10,106 | $785K | — |
| XLC SS Comm Select Sector SPDR | 0.80% | 6,334 | $746K | — |
| FLOT iShares Floating Rate Bond E | 0.79% | 14,487 | $737K | — |
| XLB SS Materials Select Sector | 0.78% | 16,064 | $728K | — |
| XLRE SS Real Estate Select Sector | 0.76% | 17,740 | $716K | — |
| QYLD Global X Nasd 100 Cov Call | 0.73% | 38,659 | $683K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.73% | 2,647 | $683K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 2,346 | $681K | — |
| VNQ Vanguard Real Estate ETF | 0.70% | 7,423 | $657K | — |
| COST Costco Wholesale Corp. | 0.67% | 723 | $623K | — |
| GLDM SPDR Gold Minishares Trust | 0.64% | 7,001 | $598K | — |
| PFF iShares Preferred & Income S | 0.62% | 18,745 | $580K | — |
| XYLD Global X S&P 500 Cove Call E | 0.62% | 14,250 | $579K | — |
| YYY Amplify Cef High Income ETF | 0.62% | 50,221 | $578K | — |
| SCHD Schwab US DVD Equity ETF | 0.60% | 20,504 | $562K | — |
| DJUL FT Vest US Equity Deep Buffe | 0.56% | 11,021 | $524K | — |
| DOCT FT Vest U.S. Equity Deep Buf | 0.56% | 11,816 | $523K | — |
| DSEP FT Vest U.S. Equity Deep Buf | 0.56% | 11,619 | $522K | — |
| JEPI JPMorgan Equity Premium Inco | 0.55% | 9,052 | $518K | — |
| HYD Vaneck High Yield Muni ETF | 0.55% | 10,077 | $515K | — |
| MSFT Microsoft Corp. | 0.54% | 1,046 | $506K | — |
| RYLD Global X Russell 2000 Cov Class | 0.52% | 31,742 | $486K | — |
| NVDA Nvidia Corp. | 0.52% | 2,604 | $486K | — |
| APP AppLovin Corp. Class A | 0.48% | 662 | $446K | — |
| DGRO iShares Core Dividend Growth | 0.47% | 6,410 | $445K | — |
| DNOV FT Vest US Equity Deep Buffe | 0.47% | 8,971 | $438K | — |
| HDV iShares Core High Dividend E | 0.46% | 3,564 | $433K | — |
| GOOGL Alphabet Inc. Class A | 0.44% | 1,331 | $417K | — |
| AVGO Broadcom Inc. | 0.44% | 1,196 | $414K | — |
| MU Micron Technology Inc. | 0.42% | 1,374 | $392K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 568 | $388K | — |
| HYGV NT HY Val-SCRD BD ETF | 0.41% | 9,425 | $384K | — |
| TSLA Tesla Inc. | 0.40% | 837 | $376K | — |
| IDV iShares International Select | 0.40% | 9,475 | $374K | — |
| FOXA Fox Corp. Class A | 0.40% | 5,113 | $374K | — |
| FLEX Flex Ltd. | 0.40% | 6,153 | $372K | — |
| DECK Deckers Outdoor Corp. | 0.39% | 3,502 | $363K | — |
| ZM Zoom Communications Inc. | 0.38% | 4,137 | $357K | — |
| MMSI Merit Medical Systems Inc. | 0.37% | 3,975 | $350K | — |
| JNJ Johnson & Johnson | 0.37% | 1,670 | $346K | — |
| CMCSA Comcast Corp. Class A | 0.37% | 11,557 | $345K | — |
| MRK Merck & Co. Inc. | 0.37% | 3,280 | $345K | — |
| MPWR Monolithic Power Systems Inc. | 0.36% | 376 | $341K | — |
| USB US Bancorp | 0.36% | 6,379 | $340K | — |
| CHTR Charter Communications Inc. Class A | 0.36% | 1,629 | $340K | — |
| VZ Verizon Communications Inc. | 0.36% | 8,312 | $339K | — |
| SNA Snap-on Inc. | 0.36% | 980 | $338K | — |
| GILD Gilead Sciences Inc. | 0.36% | 2,731 | $335K | — |
| CME Cme Group Inc. | 0.36% | 1,225 | $334K | — |
| PANW Palo Alto Networks Inc. | 0.36% | 1,814 | $334K | — |
| ITW Illinois Tool Works | 0.36% | 1,354 | $333K | — |
| NBIX Neurocrine Biosciences Inc. | 0.36% | 2,350 | $333K | — |
| AVY Avery Dennison Corp. | 0.35% | 1,829 | $333K | — |
| ACN Accenture PLC Class A | 0.35% | 1,239 | $332K | — |
| CBOE Cboe Global Markets Inc. | 0.35% | 1,320 | $331K | — |
| PG The Procter & Gamble Co. | 0.35% | 2,301 | $330K | — |
| MO Altria Group Inc. | 0.35% | 5,707 | $329K | — |
| CL Colgate-Palmolive Co. | 0.35% | 4,144 | $327K | — |
| UTHR United Therapeutics Corp. | 0.35% | 664 | $324K | — |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 1,808 | $321K | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.34% | 4,156 | $321K | — |
| PODD Insulet Corp. | 0.34% | 1,130 | $321K | — |
| EXEL Exelixis Inc. | 0.34% | 7,325 | $321K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.34% | 11,412 | $321K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.34% | 3,115 | $319K | — |
| ELAN Elanco Animal Health Inc. | 0.34% | 13,974 | $316K | — |
| ABT Abbott Laboratories | 0.33% | 2,501 | $313K | — |
| RL Ralph Lauren Corp. | 0.33% | 882 | $312K | — |
| GIS General Mills Inc. | 0.33% | 6,704 | $312K | — |
| VIGI Vanguard Int Div App Indx FD | 0.33% | 3,382 | $309K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.