Oath Planning, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 112,554
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 31 K | 27.5% | 0 | 34.32 K | -34.32 K |
| ETFs | 68.25 K | 60.6% | 43.1 K | 0 | 43.1 K |
| Debt | 13.3 K | 11.8% | 2.443 K | 0 | 2.443 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
112,554
Holdings
69
QoQ value change ($000)
11,222
(11.1%)
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.