Oath Planning, LLC

Q3 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$154,120
Net value change ($000)
+19,401 (14.4%)
New positions
11
Sold out positions
7
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 2,904 18.4%
VOO 2,689 19.3%
VBR 1,943 15.4%
EXXONMOBIL HOLDINGS CORP 1,615 NEW
AVDV 1,511 23.7%
FNDF 1,161 20.2%
FRDM 1,036 20.3%
VTV 762 16.4%
NVDA 761 71.6%
UNP 628 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -777 -100.0%
BKLC -454 -100.0%
PNC -367 -9.7%
HEI -308 -14.9%
DFSV -298 -100.0%
DUHP -297 -100.0%
QQQ -258 -100.0%
OKE -249 -100.0%
VGIT -230 -9.2%
HD -226 -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