Oakmont Advisory Group, LLC

Q4 2025 13F-HR Holdings

Location
Albuquerque, NM
Holdings as of
12/31/2025
Date filed
5/11/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$93,705
Net value change ($000)
—
New positions
116
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/12/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 11,891 —
DFUS 3,644 —
RSP 3,598 —
VEA 3,315 —
QQQ 3,244 —
VWO 2,731 —
DFAS 2,421 —
ICSH 2,404 —
VCIT 2,296 —
VIG 1,736 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type