Oakwell Private Wealth Management, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 603,172
- 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 | 8/3/2026 | 83 | 603,172 | 13F-HR | Oakwell Private Wealth Management, LLC |
| Q1 2026 | 5/1/2026 | 79 | 560,203 | 13F-HR | Oakwell Private Wealth Management, LLC |
| Q4 2025 | 1/30/2026 | 80 | 535,654 | 13F-HR | Oakwell Private Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 78 | 497,920 | 13F-HR | Oakwell Private Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 73 | 434,223 | 13F-HR | Oakwell Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.37 K | 7.0% | 4.297 K | 0 | 4.297 K |
| ETFs | 560.8 K | 93.0% | 38.67 K | 0 | 38.67 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
603,172
Holdings
83
QoQ value change ($000)
42,969
(7.7%)
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.