Oath Planning, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,719
- 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 | 7/24/2026 | 71 | 134,719 | 13F-HR | Oath Planning, LLC |
| Q1 2026 | 5/8/2026 | 69 | 112,554 | 13F-HR | Oath Planning, LLC |
| Q4 2025 | 2/12/2026 | 68 | 101,332 | 13F-HR | Oath Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.33 K | 13.6% | 0 | 12.68 K | -12.68 K |
| ETFs | 99.92 K | 74.2% | 31.67 K | 0 | 31.67 K |
| Debt | 16.48 K | 12.2% | 3.174 K | 0 | 3.174 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
134,719
Holdings
71
QoQ value change ($000)
22,165
(19.7%)
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.