Oakmont Advisory Group, LLC holds a diversified book of 501 stocks worth $119.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened FT Vest US Equity Buffer ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 13% of the equity book. Cloning the disclosed picks since 2026 would be +1%. That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2115370/holdings"
Use Arkolith to show Oakmont Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +5.9%, a 5.1-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Oakmont Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $15.0M | 21.8K | 12.6% | ▼−1.0% Reduced · −227 sh | |
| 2 | Dimensional ETF Trust US EQUITY MARKET | $6.1M | 74.1K | 5.1% | ▼−2.0% Reduced · −2K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.8M | 67.2K | 4.0% | ▲+2.1% Added · +1K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $4.2M | 5.7K | 3.5% | ▼−7.6% Reduced · −469 sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.2M | 70.0K | 3.5% | ▲+1.7% Added · +1K sh | |
| 6 | Ishares TR ULTRA SHORT DUR | $4.1M | 80.8K | 3.4% | ▲+23% Added · +15K sh | |
| 7 | Dimensional ETF Trust US SMALL CAP ETF | $3.2M | 39.2K | 2.7% | ▲+2.1% Added · +828 sh | |
| 8 | Vanguard Specialized Funds DIV APP ETF | $2.4M | 10.2K | 2.0% | ▲+5.5% Added · +530 sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $2.3M | 27.9K | 1.9% | ▼−1.1% Reduced · −320 sh | |
| 10 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $1.7M | 36.2K | 1.4% | ▲+20% Added · +6K sh | |
| 11 | Vanguard BD Index FDS TOTAL BND MRKT | $1.7M | 22.7K | 1.4% | ▼−6.3% Reduced · −2K sh | |
| 12 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.7M | 7.8K | 1.4% | ▲+1.9% Added · +145 sh | |
| 13 | SPDR Series Trust STATE STREET SPD | $1.5M | 13.9K | 1.3% | ▼−10% Reduced · −2K sh | |
| 14 | Vanguard BD Index FDS INTERMED TERM | $1.2M | 16.0K | 1.0% | ▲+5.1% Added · +773 sh | |
| 15 | SPDR Series Trust STATE STREET SPD | $1.2M | 12.6K | 1.0% | ▲+9.8% Added · +1K sh | |
| 16 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.2M | 20.5K | 1.0% | ▲+5.9% Added · +1K sh | |
| 17 | Vanguard Whitehall FDS HIGH DIV YLD | $1.1M | 7.0K | 0.9% | ▲+10% Added · +645 sh | |
| 18 | Vanguard Scottsdale FDS LONG TERM TREAS | $1.1M | 19.7K | 0.9% | ▼−6.1% Reduced · −1K sh | |
| 19 | Ishares TR 0-5YR HI YL CP | $1.1M | 25.1K | 0.9% | ▲+0.7% Added · +172 sh | |
| 20 | Vanguard Index FDS SMALL CP ETF | $1.0M | 3.3K | 0.8% | ▲+0.4% Added · +13 sh | |
| 21 | Vanguard Index FDS MID CAP ETF | $977K | 12.1K | 0.8% | ▲+306% Added · +9K sh | |
| 22 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $974K | 12.3K | 0.8% | ▲+32% Added · +3K sh | |
| 23 | Select Sector SPDR TR STATE STREET HEA | $959K | 6.0K | 0.8% | ▲+6.0% Added · +344 sh | |
| 24 | Vanguard Index FDS REAL ESTATE ETF | $950K | 9.8K | 0.8% | ▲+3.5% Added · +336 sh | |
| 25 | Vaneck ETF Trust HIGH YLD MUNIETF | $949K | 18.4K | 0.8% | ▲+34% Added · +5K sh | |
| 26 | Vanguard Scottsdale FDS SHORT TERM TREAS | $932K | 16.0K | 0.8% | ▲+50% Added · +5K sh | |
| 27 | Ishares TR PFD AND INCM SEC | $908K | 29.8K | 0.8% | ▲+6.6% Added · +2K sh | |
| 28 | First TR Exchng Traded FD VI FT VEST US EQT | $871K | 16.7K | 0.7% | ▲New New position | |
| 29 | First TR Exchng Traded FD VI FT VEST US EQT | $871K | 14.3K | 0.7% | ▲+5.2% Added · +711 sh | |
| 30 | First TR Exchng Traded FD VI FT VEST US EQT | $867K | 15.4K | 0.7% | ▲New New position | |
| 31 | Global X FDS RUSSELL 2000 | $858K | 53.6K | 0.7% | ▲+8.4% Added · +4K sh | |
| 32 | First TR Exchng Traded FD VI FT VEST US EQT | $850K | 18.2K | 0.7% | ▲New New position | |
| 33 | Global X FDS NASDAQ 100 COVER | $813K | 44.1K | 0.7% | ▲+39% Added · +12K sh | |
| 34 | Vanguard Charlotte FDS TOTAL INT BD ETF | $812K | 16.8K | 0.7% | ▼−26% Reduced · −6K sh | |
| 35 | Schwab Strategic TR US DIVIDEND EQ | $740K | 23.3K | 0.6% | ▲+18% Added · +4K sh | |
| 36 | Ishares TR 0-5 YR TIPS ETF | $731K | 7.2K | 0.6% | ▲+24% Added · +1K sh | |
| 37 | World Gold TR SPDR GLD MINIS | $730K | 9.2K | 0.6% | ▲+5.3% Added · +466 sh | |
| 38 | Select Sector SPDR TR STATE STREET REA | $700K | 15.9K | 0.6% | ▲New New position | |
| 39 | Ishares TR FLTG RATE NT ETF | $691K | 13.5K | 0.6% | ▲+12% Added · +1K sh | |
| 40 | Amplify ETF TR CEF HIGH INCOME | $690K | 59.9K | 0.6% | ▲+3.6% Added · +2K sh | |
| 41 | Global X FDS S&P 500 COVERED | $680K | 16.7K | 0.6% | ▲+36% Added · +4K sh | |
| 42 | Micron Technology Inc COM | $669K | 580 | 0.6% | ▼−34% Reduced · −294 sh | |
| 43 | Select Sector SPDR TR STATE STREET CON | $666K | 5.7K | 0.6% | ▲New New position | |
| 44 | Select Sector SPDR TR STATE STREET COM | $638K | 6.0K | 0.5% | ▲+14% Added · +720 sh | |
| 45 | Flex Ltd ORD | $617K | 3.8K | 0.5% | ▼−40% Reduced · −3K sh | |
| 46 | Nvidia Corporation COM | $590K | 3.0K | 0.5% | ▲+4.5% Added · +126 sh | |
| 47 | Ishares TR CORE DIV GRWTH | $590K | 7.8K | 0.5% | ▲+17% Added · +1K sh | |
| 48 | Ishares TR CORE HIGH DV ETF | $574K | 20.9K | 0.5% | ▲+507% Added · +17K sh | |
| 49 | UBS AG ENTRACS GOLD SHS | $557K | 4.0K | 0.5% | ▼−21% Reduced · −1K sh | |
| 50 | J P Morgan Exchange Traded F EQUITY PREMIUM | $534K | 9.4K | 0.4% | ▼−25% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.