Oakwell Private Wealth Management, LLC Purchases in Q3 2025

Oakwell Private Wealth Management, LLC

  • $484 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
21.7K
+ 4.39%
$303.93 - $329.86 $6.6M - $7.16M
517K $170M
SCHO
Schwab Short Term Us Treasury

ETFs
336K
New
$24.23 - $24.42 $8.15M - $8.21M
336K $8.21M
VEA
Vanguard Ftse Developed Market

ETFs
44.3K
+ 4.59%
$56.02 - $60.3 $2.48M - $2.67M
1.01M $60.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.9K
+ 2.37%
$29.55 - $32.52 $706K - $777K
1.03M $33M
AVUV
American Centy ETF Tr Avantis

ETFs
10.8K
+ 5.02%
$90.37 - $102.12 $977K - $1.1M
226K $22.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.38K
+ 3.12%
$108.46 - $120.63 $692K - $770K
211K $25.1M
AVDV
American Centy ETF Tr Avantis

ETFs
4.82K
+ 2.83%
$79.24 - $89.03 $382K - $429K
175K $15.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
16.7K
New
$50.9 - $52.37 $851K - $876K
16.7K $874K
META
Meta Platforms, Inc.

Communication Services
1.08K
+ 169.18%
$695.21 - $791.73 $748K - $852K
1.71K $1.26M
SCHR
Schwab Intermediate Term Us Tr

ETFs
26.9K
+ 7.72%
$24.69 - $25.26 $665K - $680K
376K $9.45M
GOOGL
Alphabet Inc.

Communication Services
49
+ 0.59%
$174.36 - $254.72 $8.54K - $12.5K
8.42K $2.05M
MSTR
Microstrategy Inc

Technology
1.62K
New
$300.7 - $455.9 $487K - $738K
1.62K $521K
ORCL
Oracle Corp

Technology
87
+ 1.42%
$218.96 - $328.33 $19K - $28.6K
6.22K $1.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.8K
+ 10.82%
$24.11 - $24.94 $261K - $270K
111K $2.76M
ABBV
Abb Vie Inc.

Healthcare
985
New
$184.85 - $231.54 $182K - $228K
985 $228K
MLM
Martin Marietta Materials Inc

Basic Materials
350
New
$546.36 - $631.12 $191K - $221K
350 $220K
GOOG
Alphabet Inc.

Communication Services
105
+ 3.58%
$175.16 - $255.24 $18.4K - $26.8K
3.04K $740K
HD
Home Depot, Inc.

Consumer Cyclical
520
New
$357.4 - $423.42 $186K - $220K
520 $210K
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.27%
$282.78 - $316.06 $5.66K - $6.32K
7.48K $2.36M
PLTR
Palantir Technologies Inc.

Technology
242
+ 7.33%
$130.68 - $186.97 $31.6K - $45.2K
3.55K $646K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.57K
+ 14.2%
$100.37 - $100.74 $158K - $158K
12.6K $1.27M
XLK
Technology Sector Spdr

ETFs
364
+ 20.14%
$250.97 - $282.66 $91.4K - $103K
2.17K $611K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
84
+ 4.03%
$567.77 - $614.76 $47.7K - $51.6K
2.17K $1.33M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
417
+ 29.64%
$225.11 - $247.9 $93.9K - $103K
1.82K $450K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.07%
$459.11 - $506.91 $918 - $1.01K
3.06K $1.54M
XOM
Exxon Mobil Corp

Energy
4
+ 0.1%
$105.83 - $117.22 $423 - $469
3.84K $433K
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.05%
$211.65 - $238.24 $635 - $715
6.43K $1.41M
Dimensional ETF Trust
262K
New
N/A
262K $0
V
Visa Inc.

Financial Services
62
+ 1.34%
$332.09 - $358.86 $20.6K - $22.2K
4.68K $1.6M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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