Oakwell Private Wealth Management, LLC
Annual return '25
+6.1%
SPY '25
+17.7%
Alpha
-11.7ptsvs SPY
Invested
$1.1B
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 39.6% (10.0k → 6.1k shares)
33.4%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (8.4k shares)
12.9%
03
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.03M shares)
6.9%
04
$IJR
ISHARES TR
Q1 2026: Increased +11.7% (7.6k → 8.5k shares)
5.2%
05
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 226.1k shares)
5.1%
06
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 175.0k shares)
3.4%
07
$ITOT
ISHARES TR
Q1 2026: Increased +54.6% (2.2k → 3.4k shares)
2.9%
08
$DFGX
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 261.8k shares)
2.9%
09
$SCHR
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 375.9k shares)
1.9%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +28.8% (25.2k → 32.5k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:00 UTC.