Oakmont Advisory Group, LLC
All 13F Filings
- Location
- Albuquerque, NM
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 119,063
- 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 | 526 | 119,063 | 13F-HR | Oakmont Advisory Group, LLC |
| Q1 2026 | 5/12/2026 | 119 | 98,204 | 13F-HR | Oakmont Advisory Group, LLC |
| Q4 2025 | 5/11/2026 | 116 | 93,705 | 13F-HR | Oakmont Advisory Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.31 K | 26.3% | 6.748 K | 0 | 6.748 K |
| ETFs | 86.84 K | 72.9% | 13.81 K | 0 | 13.81 K |
| Debt | 905 | 0.8% | 288 | 0 | 288 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
119,063
Holdings
526
QoQ value change ($000)
20,859
(21.2%)
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.