Oakwell Private Wealth Management, LLC
Q3 2025 13F Holdings
- Locationaustin, TX
- Num holdings
78
- Value ($000)
$497,920
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001844024
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $169.54 M | 34 % | 516,621 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $60.43 M | 12 % | 1,008,574 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $33.01 M | 7 % | 1,029,459 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $25.07 M | 5 % | 210,997 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $22.51 M | 5 % | 226,146 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $16.81 M | 3 % | 115,434 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $15.58 M | 3 % | 175,011 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $14.13 M | 3 % | 261,830 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $9.45 M | 2 % | 375,927 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $8.64 M | 2 % | 327,846 |
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