Oath Planning, LLC
Portfolio value QoQ: +19.7% 13F does not disclose cash
Top 10 holdings weight67.22%
Top 25 holdings weight86.07%
Positions above 1%19
Effective number of positions16.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.0% Est. buys $14,678,282 · sells $1,239,181
New positions4
Increased46
Decreased16
Closed2
Portfolio value
$134.7M
Positions
71
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 71 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BSV | $16,251,517 | 12.06% | 208,593 | $2,950,134 | Up ×2 | ||
| UITB | $15,816,182 | 11.74% | 337,678 | $2,991,593 | Up ×2 | ||
| VOO | $13,901,003 | 10.32% | 20,240 | $2,800,736 | Up ×2 | ||
| VBR | $12,622,574 | 9.37% | 51,947 | $2,565,250 | Up ×2 | ||
| AVDV | $6,375,426 | 4.73% | 61,867 | $841,478 | Up ×2 | ||
| DFAC | $6,334,802 | 4.70% | 142,805 | $964,461 | Up ×1 | ||
| FNDF | $5,750,686 | 4.27% | 108,997 | $988,654 | Up ×2 | ||
| FRDM | $5,096,638 | 3.78% | 69,913 | $1,049,527 | Down ×1 | ||
| VTV | $4,644,277 | 3.45% | 21,310 | $872,436 | Up ×2 | ||
| PNC | $3,770,312 | 2.80% | 15,313 | $593,402 | Up ×1 | ||
| DBEF | $3,141,354 | 2.33% | 57,502 | $614,607 | Up ×2 | ||
| BSVO | $3,101,593 | 2.30% | 106,256 | $366,950 | Down ×1 | ||
| VGIT | $2,504,267 | 1.86% | 42,460 | $146,971 | Up ×2 | ||
| HEI | $2,068,752 | 1.54% | 5,808 | $427,939 | Down ×2 | ||
| XLRE | $1,895,829 | 1.41% | 43,058 | $368,824 | Up ×2 | ||
| SPY | $1,845,790 | 1.37% | 2,472 | $224,964 | Down ×1 | ||
| DFIV | $1,663,009 | 1.23% | 30,785 | $167,601 | Up ×1 | ||
| DFUV | $1,529,194 | 1.14% | 27,798 | $191,649 | Up ×2 | ||
| SCHF | $1,389,707 | 1.03% | 50,170 | $120,525 | Down ×1 | ||
| GLD | $1,323,292 | 0.98% | 3,592 | $21,834 | Up ×2 | ||
| HEI-A | $1,084,769 | 0.81% | 4,206 | $196,340 | Down ×1 | ||
| NVDA | $1,063,153 | 0.79% | 5,313 | $108,920 | Down ×2 | ||
| VUG | $1,002,230 | 0.74% | 11,635 | $153,751 | Up ×2 | ||
| DISV | $944,382 | 0.70% | 23,533 | $25,268 | Up ×1 | ||
| AAPL | $829,623 | 0.62% | 2,867 | $219,936 | Up ×2 | ||
| DFEM | $802,009 | 0.60% | 19,734 | $116,866 | Down ×2 | ||
| XOM | $776,624 | 0.58% | 5,680 | $-70,737 | Up ×2 | ||
| IEFA | $724,238 | 0.54% | 7,499 | $130,459 | Up ×1 | ||
| QUAL | $712,416 | 0.53% | 3,247 | $143,061 | Up ×2 | ||
| IBM | $685,937 | 0.51% | 2,440 | $103,769 | Up ×2 | ||
| DFGR | $626,053 | 0.46% | 21,610 | $62,626 | Up ×2 | ||
| DFAX | $566,493 | 0.42% | 15,377 | $40,669 | Down ×2 | ||
| SCHC | $553,286 | 0.41% | 11,498 | $17,078 | Up ×1 | ||
| XLK | $528,164 | 0.39% | 2,773 | $159,887 | Up ×2 | ||
| DFIC | $521,133 | 0.39% | 13,986 | $33,200 | Up ×2 | ||
| WMT | $521,029 | 0.39% | 4,600 | $-8,496 | Up ×1 | ||
| AGG | $475,245 | 0.35% | 4,801 | $35,036 | Up ×2 | ||
| VTIP | $462,141 | 0.34% | 9,200 | $-4,049 | Down ×2 | ||
| SPSM | $457,934 | 0.34% | 7,941 | $75,626 | Up ×2 | ||
| BKLC | $453,903 | 0.34% | 3,166 | Up ×1 | |||
| DFNM | $448,379 | 0.33% | 9,276 | $97,742 | Up ×1 | ||
| DFAU | $431,767 | 0.32% | 8,353 | $36,832 | Down ×2 | ||
| ITOT | $430,183 | 0.32% | 2,619 | $54,155 | Down ×1 | ||
| MCD | $400,270 | 0.30% | 1,481 | $-21,783 | Up ×1 | ||
| GNR | $399,085 | 0.30% | 5,929 | $-38,562 | Up ×1 | ||
| IWN | $385,730 | 0.29% | 1,744 | $56,332 | Up ×2 | ||
| DFSD | $381,340 | 0.28% | 7,986 | $-24,785 | Down ×2 | ||
| ELV | $375,408 | 0.28% | 971 | $92,787 | Up ×2 | ||
| IGSB | $371,931 | 0.28% | 7,097 | $3,193 | Up ×2 | ||
| DFAT | $370,540 | 0.28% | 5,301 | $17,260 | Down ×2 | ||
| VO | $362,676 | 0.27% | 4,501 | $40,522 | Up ×2 | ||
| VNQ | $343,937 | 0.26% | 3,567 | $30,330 | Up ×2 | ||
| XSVM | $335,745 | 0.25% | 4,825 | $-24,325 | Down ×2 | ||
| IVE | $332,054 | 0.25% | 1,462 | $24,492 | Up ×2 | ||
| IEI | $328,620 | 0.24% | 2,798 | $-371 | Up ×2 | ||
| JNJ | $321,761 | 0.24% | 1,267 | $69,344 | Up ×1 | ||
| CAT | $305,626 | 0.23% | 287 | $102,059 | |||
| DFSV | $297,868 | 0.22% | 7,679 | $28,796 | |||
| DUHP | $296,992 | 0.22% | 7,117 | $35,371 | |||
| WPM | $277,228 | 0.21% | 2,468 | $-10,889 | Up ×1 | ||
| TGTX | $274,700 | 0.20% | 5,000 | Up ×1 | |||
| SPYV | $262,512 | 0.19% | 4,318 | $19,257 | Up ×2 | ||
| XLG | $260,524 | 0.19% | 4,255 | $28,878 | Up ×2 | ||
| QQQ | $257,502 | 0.19% | 350 | $55,675 | |||
| DFAS | $252,875 | 0.19% | 3,071 | $35,075 | Up ×2 | ||
| OKE | $249,257 | 0.19% | 2,867 | $-9,891 | |||
| VT | $248,138 | 0.18% | 1,581 | $25,719 | Down ×1 | ||
| AVUV | $238,004 | 0.18% | 1,908 | $27,434 | Up ×1 | ||
| HD | $226,469 | 0.17% | 642 | $22,149 | Up ×1 | ||
| BKAG | $223,269 | 0.17% | 5,322 | Up ×1 | |||
| IEMG | $211,651 | 0.16% | 2,555 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| UITB | Bought more | +65K | +$3.0M |
| BSV | Bought more | +39K | +$3.0M |
| VOO | Bought more | +2K | +$2.8M |
| VBR | Bought more | +6K | +$2.6M |
| FRDM | Trimmed | -4K | +$1.0M |
| FNDF | Bought more | +12K | +$989K |
| DFAC | Bought more | +5K | +$964K |
| VTV | Bought more | +2K | +$872K |
| AVDV | Bought more | +6K | +$841K |
| DBEF | Bought more | +6K | +$615K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.