Occidental Asset Management, LLC
All 13F Filings
- Location
- Burlingame, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,007,286
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 328 | 1,007,286 | 13F-HR | Occidental Asset Management, LLC |
| Q1 2026 | 4/15/2026 | 284 | 844,124 | 13F-HR | Occidental Asset Management, LLC |
| Q4 2025 | 1/8/2026 | 295 | 832,260 | 13F-HR | Occidental Asset Management, LLC |
| Q3 2025 | 10/29/2025 | 275 | 796,700 | 13F-HR | Occidental Asset Management, LLC |
| Q2 2025 | 7/14/2025 | 268 | 724,647 | 13F-HR | Occidental Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
44
(0.0% of total reported value)
· QoQ Δ:
+14
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 622.5 K | 61.8% | 133.6 K | 0 | 133.6 K |
| ETFs | 357.8 K | 35.5% | 31.05 K | 0 | 31.05 K |
| Debt | 26.93 K | 2.7% | 0 | 1.535 K | -1.535 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,007,286
Holdings
328
QoQ value change ($000)
163,162
(19.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.