SEC Form 13F

Oakwell Private Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$603,172,310
Positions83

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$203,682,942550,435
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$75,688,2931,062,292
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$42,139,0711,036,887
ISHARES TRIJRCORE S&P SCP ETF$33,077,592223,030
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$29,804,435238,894
ISHARES TRITOTCORE S&P TTL STK$18,735,564114,053
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$17,990,131174,577
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$16,639,953310,477
NVIDIA CORPORATIONNVDACOM$12,048,04660,213
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$10,897,386441,905

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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