Oakwell Private Wealth Management, LLC - Q42025 Holdings

Oakwell Private Wealth Management, LLC holds 80 stocks with a total portfolio value of $ 535.65M as of Q42025. In Q42025, Oakwell Private Wealth Management, LLC added 3 new positions, increased stakes in 42 stocks, reduced 18 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VTI), representing 33.84% of the total portfolio.