Investor
Oath Planning, LLC
CIK 0002109944 · filed 2026-05-08 · SEC filing
13F book
$112.6M
Positions
69
3 new · 2 sold
Largest name
11.8%
Vanguard Bd Index Fds
Est. mark
$651.3K
Price effect on 66 names still held. Flow $10.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 169.6K | $13.3M | 11.8% | −$55.1K | Added$2.44M |
| Victory Portfolios Ii | — | 272.8K | $12.8M | 11.4% | −$74.9K | Added$2.32M |
| Vanguard Index Fds | — | 18.6K | $11.1M | 9.9% | −$456.1K | Added$1.43M |
| Vanguard Index Fds | — | 46.3K | $10.1M | 8.9% | $205.8K | Added$2.07M |
| American Centy Etf Tr | — | 55.4K | $5.53M | 4.9% | $306.4K | Added$645.1K |
| Dimensional Etf Trust | — | 138.2K | $5.37M | 4.8% | −$100.9K | Cut−$230.9K |
| Schwab Strategic Tr | — | 97.3K | $4.76M | 4.2% | $338.9K | Added$643.7K |
| Ea Series Trust | — | 74.1K | $4.05M | 3.6% | $247K | Added$301K |
| Vanguard Index Fds | — | 19.2K | $3.77M | 3.4% | $83.4K | Added$716.3K |
| Pnc Finl Svcs Group Inc | — | 15.3K | $3.18M | 2.8% | −$9.77K | Held |
| Ea Series Trust | — | 107.8K | $2.73M | 2.4% | $223K | Added$224.6K |
| Dbx Etf Tr | — | 51.1K | $2.53M | 2.2% | $57K | Added$398.5K |
| Vanguard Scottsdale Fds | — | 39.6K | $2.36M | 2.1% | −$14.7K | Added$35.4K |
| Heico Corp New | — | 5.98K | $1.64M | 1.5% | −$295.5K | Cut−$476.4K |
| Spdr S&P 500 Etf Tr | — | 2.49K | $1.62M | 1.4% | −$78.5K | Added−$74K |
| Select Sector Spdr Tr | — | 37.4K | $1.53M | 1.4% | $15.5K | Added$222.7K |
| Dimensional Etf Trust | — | 28.3K | $1.5M | 1.3% | $81.6K | Cut$64.7K |
| Dimensional Etf Trust | — | 27.6K | $1.34M | 1.2% | $51.3K | Added$58.5K |
| Spdr Gold Tr | — | 3.02K | $1.3M | 1.2% | $91.9K | Added$229.2K |
| Schwab Strategic Tr | — | 51.3K | $1.27M | 1.1% | $36.4K | Held |
| Nvidia Corp | NVDA | 5.47K | $954.2K | 0.8% | −$66.2K | Cut−$71.8K |
| Dimensional Etf Trust | — | 23.3K | $919.1K | 0.8% | $33.6K | Cut−$31.6K |
| Heico Corp New | — | 4.21K | $888.4K | 0.8% | −$174K | Held |
| Vanguard Growth Etf | — | 1.94K | $848.5K | 0.8% | −$81.1K | Added$70.5K |
| Exxon Mobil Corp | — | 4.99K | $847.4K | 0.8% | $244.8K | Added$250.4K |
| Dimensional Etf Trust | — | 19.8K | $685.1K | 0.6% | $29.2K | Cut$13.8K |
| Apple Inc. | AAPL | 2.4K | $609.7K | 0.5% | −$39.1K | Added$23.8K |
| Ishares Tr | — | 6.56K | $593.8K | 0.5% | $6.99K | Cut$1.09K |
| International Business Machs | — | 2.4K | $582.2K | 0.5% | −$128.5K | Added−$125.1K |
| Ishares Tr | — | 2.97K | $569.4K | 0.5% | −$20.1K | Added−$18.9K |
| Dimensional Etf Trust | — | 21.2K | $563.4K | 0.5% | $3.1K | Added$53.6K |
| Schwab Strategic Tr | — | 11.5K | $536.2K | 0.5% | $13.9K | Held |
| Walmart Inc. | WMT | 4.26K | $529.5K | 0.5% | $55K | Held |
| Dimensional Etf Trust | — | 15.5K | $525.8K | 0.5% | $19.2K | Cut$8.15K |
| Dimensional Etf Trust | — | 13.7K | $487.9K | 0.4% | $13.9K | Added$41.8K |
| Vanguard Malvern Fds | — | 9.33K | $466.2K | 0.4% | $4.57K | Cut−$10.2K |
| Ishares Tr | — | 4.43K | $440.2K | 0.4% | −$2.66K | Added$118 |
| Spdr Index Shs Fds | — | 5.86K | $437.6K | 0.4% | $73.4K | Held |
| Mcdonalds Corp | MCD | 1.36K | $422.1K | 0.4% | $7.01K | Held |
| Dimensional Etf Trust | — | 8.48K | $406.1K | 0.4% | −$587 | Cut−$11.2K |
| Dimensional Etf Trust | — | 8.75K | $394.9K | 0.4% | −$14.7K | Cut−$15K |
| Spdr Series Trust | — | 7.91K | $382.3K | 0.3% | $11.5K | Added$12.8K |
| Ishares Tr | — | 2.64K | $376K | 0.3% | −$16.3K | Added−$13.2K |
| Ishares Tr | — | 7.02K | $368.7K | 0.3% | −$2.27K | Added$512 |
| Select Sector Spdr Tr | — | 2.77K | $368.3K | 0.3% | −$30.6K | Added−$30.5K |
| Invesco Exchange Traded Fd T | — | 5.97K | $360.1K | 0.3% | $18.7K | Cut−$427.3K |
| Dimensional Etf Trust | — | 5.66K | $353.3K | 0.3% | $16.5K | Cut$14.8K |
| Dimensional Etf Trust | — | 7.32K | $350.6K | 0.3% | — | New |
| Ishares Tr | — | 1.74K | $329.4K | 0.3% | $14.7K | Added$15.4K |
| Ishares Tr | — | 2.77K | $329K | 0.3% | −$2.06K | Added−$285 |
| Ishares Silver Tr | — | 4.78K | $325.8K | 0.3% | — | New |
| Vanguard Index Fds | — | 1.12K | $322.2K | 0.3% | −$3.32K | Added−$2.17K |
| Vanguard Index Fds | — | 3.54K | $313.6K | 0.3% | $705 | Added$4.08K |
| Ishares Tr | — | 1.46K | $307.6K | 0.3% | −$1.46K | Added−$190 |
| Wheaton Precious Metals Corp. | WPM | 2.2K | $288.1K | 0.3% | $29.7K | Held |
| Elevance Health Inc Formerly | — | 965 | $282.6K | 0.3% | −$55.3K | Added−$53.8K |
| Dimensional Etf Trust | — | 7.68K | $269.1K | 0.2% | $16.5K | Held |
| Dimensional Etf Trust | — | 7.12K | $261.6K | 0.2% | −$8.67K | Added$1.99K |
| Oneok Inc /New/ | OKE | 2.87K | $259.1K | 0.2% | $48.4K | Held |
| Amazon Com Inc | AMZN | 1.22K | $254.6K | 0.2% | −$26.7K | Added−$18.8K |
| Johnson & Johnson | JNJ | 1.03K | $252.4K | 0.2% | $38.7K | Held |
| Spdr Series Trust | — | 4.3K | $243.3K | 0.2% | −$994 | Added−$89 |
| Invesco Exchange Traded Fd T | — | 4.25K | $231.6K | 0.2% | −$20K | Added−$19.6K |
| Vanguard Intl Equity Index F | — | 1.61K | $222.4K | 0.2% | −$4.4K | Held |
| Dimensional Etf Trust | — | 3.06K | $217.8K | 0.2% | $4.46K | Added$4.96K |
| American Centy Etf Tr | — | 1.91K | $210.6K | 0.2% | $16.2K | Cut−$35.5K |
| Home Depot, Inc. | HD | 621 | $204.3K | 0.2% | −$9.45K | Held |
| Caterpillar Inc | CAT | 287 | $203.6K | 0.2% | — | New |
| Invesco Qqq Tr | — | 350 | $201.8K | 0.2% | −$13.3K | Added−$12.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.