Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $15.0M | 12.6% | −1.0% |
| DFUSDimensional Etf Trust | $6.1M | 5.1% | −2.0% |
| VEAVanguard Tax-managed Fds | $4.8M | 4.0% | +2.1% |
| QQQInvesco Qqq Tr | $4.2M | 3.5% | −7.6% |
| VWOVanguard Intl Equity Index F | $4.2M | 3.5% | +1.7% |
| ICSHIshares Tr | $4.1M | 3.4% | +23.4% |
| Dimensional Etf TrustCUSIP 25434V500 | $3.2M | 2.7% | +2.2% |
| VIGVanguard Specialized Funds | $2.4M | 2.0% | +5.5% |
| VCITVanguard Scottsdale Fds | $2.3M | 1.9% | −1.1% |
| VMBSVanguard Scottsdale Fds | $1.7M | 1.4% | +20.5% |
| BNDVanguard Bd Index Fds | $1.7M | 1.4% | −6.3% |
| RSPInvesco Exchange Traded Fd T | $1.7M | 1.4% | +1.9% |
| CWBSpdr Series Trust | $1.5M | 1.3% | −10.3% |
| BIVVanguard Bd Index Fds | $1.2M | 1.0% | +5.1% |
| JNKSpdr Series Trust | $1.2M | 1.0% | +9.8% |
| VGITVanguard Scottsdale Fds | $1.2M | 1.0% | +5.9% |
| VYMVanguard Whitehall Fds | $1.1M | 0.9% | +10.2% |
| VGLTVanguard Scottsdale Fds | $1.1M | 0.9% | −6.1% |
| SHYGIshares Tr | $1.1M | 0.9% | |
| VBVanguard Index Fds | $1.0M | 0.8% | |
| VOVanguard Index Fds | $977K | 0.8% | +1.5% |
| VCSHVanguard Scottsdale Fds | $974K | 0.8% | +32.2% |
| XLVSelect Sector Spdr Tr | $959K | 0.8% | +6.0% |
| VNQVanguard Index Fds | $950K | 0.8% | +3.5% |
| HYDVaneck Etf Trust | $949K | 0.8% | +34.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CWBSpdr Series Trust | December 31, 2025 | +20.9% | $1.5M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $4.2M |
| Dimensional Etf TrustCUSIP 25434V500 | December 31, 2025 | +18.2% | $3.2M |
| VBVanguard Index Fds | December 31, 2025 | +17.5% | $1.0M |
| SCHDSchwab Strategic Tr | December 31, 2025 | +15.6% | $740K |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $4.8M |
| RSPInvesco Exchange Traded Fd T | December 31, 2025 | +11.1% | $1.7M |
| VOVanguard Index Fds | December 31, 2025 | +11.0% | $977K |
| VWOVanguard Intl Equity Index F | December 31, 2025 | +11.0% | $4.2M |
| DFUSDimensional Etf Trust | December 31, 2025 | +10.5% | $6.1M |
Sold off last quarter
- FNOVFirst Tr Exchng Traded Fd Vi was $747K
- FJANFirst Tr Exchng Traded Fd Vi was $746K
- FDECFirst Tr Exchng Traded Fd Vi was $745K
- XLBSelect Sector Spdr Tr was $578K
- DDECFirst Tr Exchng Traded Fd Vi was $426K
- DJANFirst Tr Exchng Traded Fd Vi was $425K
- DNOVFirst Tr Exchng Traded Fd Vi was $422K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Oakmont Advisory Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2115370&type=13F-HR&dateb=&owner=include&count=40CIK 2115370
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2115370/000211537026000008/Filed August 3, 2026 · accession 0002115370-26-000008