Oath Planning, LLC - Portfolio overview

Oath Planning, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 11.82%
2. UITB - VICTORY PORTFOLIOS II, 11.39%
3. VOO - VANGUARD INDEX FDS, 9.86%

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

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