Oakworth Capital, Inc.
Q3 2025 13F Holdings
- Locationbirmingham, AL
- Num holdings
1,068
- Value ($000)
$1,730,563
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001588871
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES RUSSELL 1000 GROWTH | MUTUAL FUND/STO | 464287614 | $104.81 M | 6 % | 223,763 | ||
IWD ISHARES RUSSELL 1000 VALUE (MKT) | MUTUAL FUND/STO | 464287598 | $96.06 M | 6 % | 471,813 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS | MUTUAL FUND/STO | 921943858 | $76.37 M | 4 % | 1,274,492 | ||
BND VANGUARD TOTAL BOND MARKET ETF | MUTUAL FUND/GOV | 921937835 | $76.09 M | 4 % | 1,023,112 | ||
IWD ISHARES TR RUSSELL 1000 VALUE ETF | EXCHANGE TRADED FUND | 464287598 | $68.70 M | 4 % | 337,420 | ||
BND VANGUARD TTL BD MKT | EXCHANGE TRADED FUND | 921937835 | $66.20 M | 4 % | 890,156 | ||
IWR ISHARES RUSSELL MID-CAP (MKT) | MUTUAL FUND/STO | 464287499 | $63.90 M | 4 % | 661,864 | ||
IWF ISHARES TR RUSSELL 1000 GROWTH ETF | EXCHANGE TRADED FUND | 464287614 | $62.45 M | 4 % | 133,320 | ||
VEA VANGUARD DEVELOPED MARKETS INDEX FUND | EXCHANGE TRADED FUND | 921943858 | $55.78 M | 3 % | 930,968 | ||
IWR ISHARES TR RUSSELL MID-CAP ETF | EXCHANGE TRADED FUND | 464287499 | $47.75 M | 3 % | 494,581 |
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