Holdings of Oakmont Advisory Group, LLC
113 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.5 % of the equity sleeve
Sector breakdown
- Funds 21.2 %
- Technology 3.1 %
- Consumer staples 3.1 %
- Health care 2.8 %
- Communication 1.5 %
- Financials 1.0 %
- Energy 0.8 %
- Materials 0.8 %
- Consumer discretionary 0.3 %
- Industrials 0.3 %
- Real estate 0.3 %
- Unattributed 64.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 113 | 95.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Kraft Heinz Co/The | 13,039 | 293.3K $ | |
| 102 | Avery Dennison Corp | 1,689 | 291.6K $ | |
| 103 | Kimberly-Clark Corp | 2,994 | 288.9K $ | |
| 104 | A O Smith Corp | 4,275 | 281.9K $ | |
| 105 | Palantir Technologies Inc | 1,898 | 277.6K $ | |
| 106 | Vanguard Whitehall Funds | 2,907 | 273.9K $ | |
| 107 | General Mills, Inc. | 7,356 | 273.8K $ | |
| 108 | Conagra Brands Inc | 17,338 | 272.6K $ | |
| 109 | Tenet Healthcare Corp | 1,439 | 271.6K $ | |
| 110 | Apple Inc | 967 | 245.4K $ | |
| 111 | State Street SPDR Portfolio S& | 5,219 | 237.6K $ | |
| 112 | iShares Core S&P Small-Cap ETF | 1,844 | 229.2K $ | |
| 113 | Vanguard Tax-Exempt Bond Index ETF | 4,456 | 222.3K $ |