Oakmont Advisory Group, LLC ETF holdings
Albuquerque, NM
Reported $94.4M in 222 ETFs in its Form 13F for June 30, 2026.
ETF value
$94.4M
ETFs held
222
Change from prior quarter
+19.3%
With price moves
ETFs as a share of its 13F
79.3%
of $119.1M
Top 10 of 222 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $15.0M | 21,838 | −227 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $6.1M | 74,146 | −1,507 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $4.8M | 67,228 | +1,401 shares |
| QQQ | Invesco QQQ Trust | $4.2M | 5,730 | −469 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $4.2M | 70,015 | +1,191 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $4.1M | 80,806 | +15,318 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $3.2M | 39,173 | +828 shares |
| VIG | Vanguard Dividend Appreciation ETF | $2.4M | 10,244 | +530 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $2.3M | 27,930 | −320 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $1.7M | 36,162 | +6,141 shares |
212 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002115370. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Oakmont Advisory Group, LLC own?
Oakmont Advisory Group, LLC reported 222 ETF positions worth $94.4M in its Form 13F for June 30, 2026. The largest was VOO, at $15.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.