Oakwell Private Wealth Management, LLC Portfolio Holdings

Oakwell Private Wealth Management, LLC

  • $357 Million
  • Q4 2024

Oakwell Private Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $122M, Vanguard Ftse Developed Market with a value of $40.4M, Dimensional ETF Tr Emerging Mk with a value of $24.2M, Ishares Core S&P Sm Cap ETF with a value of $19.9M, and American Centy ETF Tr Avantis with a value of $17.1M.

Examining the 13F form we can see an increase of $9.07M in the current position value, from $348M to 357M.

Below you can find more details about Oakwell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $334 Million
Technology: $11.1 Million
Financial Services: $5.38 Million
Energy: $1.68 Million
Communication Services: $1.37 Million
Healthcare: $1.33 Million
Consumer Cyclical: $983,000
Consumer Defensive: $739,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$242,000 0.07% of portfolio
11,100
Q2 2024 Reduced 0.26%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $357 Million
  • Prior Value $348 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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