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Oakwell Private Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    80

  • Value ($000)

    $535,654

  • Date Filed
    01/30/2026
  • Form type
    13F-HR
  • CIK
    0001844024
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$181.27M
34 %

540,662

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$65.59M
12 %

1,049,888

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$35.13M
7 %

1,062,006

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$26.56M
5 %

221,021

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$24.32M
5 %

238,465

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$17.14M
3 %

115,288

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$16.63M
3 %

176,947

D
DFGX

DIMENSIONAL ETF TRUST

GLOBAL EX US COR
25434V575
$15.42M
3 %

292,994

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.09M
2 %

59,486

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$10.43M
2 %

415,988

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