Oakmont Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Albuquerque, NM
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$98,204
Net value change ($000)
+4,499 (4.8%)
New positions
14
Sold out positions
11
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
DFUS 1,721 47.2%
VOO 1,294 10.9%
VWO 989 36.2%
ICSH 911 37.9%
VEA 903 27.2%
XLV 836 NEW
FFEB 758 NEW
FJAN 746 NEW
FDEC 745 NEW
XLE 486 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSP -2,129 -59.2%
USMV -830 -65.7%
FSEP -823 -100.0%
FOCT -822 -100.0%
FAUG -821 -100.0%
SPLV -812 -63.5%
XLRE -716 -100.0%
DJUL -524 -100.0%
DOCT -523 -100.0%
DSEP -522 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type