Oath Planning, LLC ETF holdings
Tulsa, OK
Reported $121.5M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$121.5M
ETFs held
55
Change from prior quarter
+20.1%
With price moves
ETFs as a share of its 13F
90.2%
of $134.7M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BSV | Vanguard Short-Term Bond ETF | $16.3M | 208,593 | +38,954 shares |
| UITB | VictoryShares Core Intermediate Bond ETF | $15.8M | 337,678 | +64,913 shares |
| VOO | Vanguard S&P 500 ETF | $13.9M | 20,240 | +1,664 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $12.6M | 51,947 | +5,653 shares |
| AVDV | Avantis International Small Cap Value ETF | $6.4M | 61,867 | +6,450 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $6.3M | 142,805 | +4,608 shares |
| FNDF | Schwab Fundamental International Equity ETF | $5.8M | 108,997 | +11,674 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $5.1M | 69,913 | −4,142 shares |
| VTV | Vanguard Morningstar Value ETF | $4.6M | 21,310 | +2,086 shares |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $3.1M | 57,502 | +6,353 shares |
45 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) 0002109944. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Oath Planning, LLC own?
Oath Planning, LLC reported 55 ETF positions worth $121.5M in its Form 13F for June 30, 2026. The largest was BSV, at $16.3M.
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.