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Portfolio (Quarterly) Guide ↗

Oakwell Private Wealth Management, LLC

· CIK 0001844024
13F Portfolio $603M AUM 83 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSN TYSON FOODS INC Consumer Defensive 3,565.0 $204K 0.03% NEW $57.26 +2.1%
82 ASML ASML HLDG NV Technology 101.0 $201K 0.03% NEW $1989.44 -11.3%
83 SDY SPDR SERIES TRUST 1,315.0 $200K 0.03% NEW $152.18 +4.1%
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.4%
Financial Services 24.1%
Communication Services 7.7%
Consumer Cyclical 4.7%
Industrials 4.3%
Energy 2.3%
Utilities 2.1%
Consumer Defensive 2.1%
Healthcare 1.8%
Basic Materials 0.4%