Oakwell Private Wealth Management, LLC - Q12026 Holdings

Oakwell Private Wealth Management, LLC holds 79 stocks with a total portfolio value of $ 560.2M as of Q12026. In Q12026, Oakwell Private Wealth Management, LLC added 1 new position, increased stakes in 38 stocks, reduced 23 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VTI), representing 33.44% of the total portfolio.