Oath Planning, LLC

Q1 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$112,554
Net value change ($000)
+11,222 (11.1%)
New positions
3
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 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)
UITB 2,324 22.1%
VBR 2,075 26.0%
VOO 1,426 14.7%
VTV 717 23.5%
AVDV 645 13.2%
FNDF 644 15.6%
DBEF 399 18.8%
DFNM 351 NEW
SLV 326 NEW
FRDM 301 8.0%
Top Reduces (Value $000, Stocks/ETFs)
HEI -476 -22.5%
XSVM -427 -54.3%
DFAC -231 -4.1%
EQT -214 -100.0%
IVV -211 -100.0%
HEI -174 -16.4%
IBM -125 -17.7%
SPY -74 -4.4%
NVDA -72 -7.0%
ELV -53 -15.8%
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