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Oath Planning, LLC

Q4 2025 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    68

  • Value ($000)

    $101,332

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0002109944
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$10.86M
11 %

137,769

U
UITB

VICTORY PORTFOLIOS II

CORE INTERMEDIAT
92647N527
$10.5M
10 %

221,758

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$9.67M
10 %

15,426

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$7.98M
8 %

37,690

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$5.6M
6 %

141,482

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$4.89M
5 %

52,025

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$4.12M
4 %

91,092

F
FRDM

EA SERIES TRUST

FREEDOM 100 EM
02072L607
$3.75M
4 %

73,066

P
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$3.19M
3 %

15,267

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$3.06M
3 %

15,998

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