Oakwell Private Wealth Management, LLC - Portfolio overview

Oakwell Private Wealth Management, LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 33.38%
2. VEA - VANGUARD TAX-MANAGED FDS, 12.87%
3. DFEM - DIMENSIONAL ETF TRUST, 6.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.