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Portfolio (Quarterly) Guide ↗

Oakmont Advisory Group, LLC

· CIK 0002115370
13F Portfolio $119M AUM 526 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 526 New
Page 7 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KBWD INVESCO EXCH TRADED FD TR II 13,487.0 $168K 0.14% NEW $12.42 +1.0%
122 SPEM SPDR INDEX SHS FDS 3,154.0 $163K 0.14% NEW $51.79 +2.1%
123 SPYM SPDR SERIES TRUST 1,843.0 $162K 0.14% NEW $87.86 +3.3%
124 IWF ISHARES TR 1,215.0 $151K 0.13% NEW $124.21 -0.3%
125 DFAU DIMENSIONAL ETF TRUST 2,835.0 $147K 0.12% NEW $51.70 +3.1%
126 CAT CATERPILLAR INC Industrials 134.0 $143K 0.12% NEW $1065.10 -23.3%
127 BSV VANGUARD BD INDEX FDS 1,764.0 $137K 0.12% NEW $77.90 -0.3%
128 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 419.0 $133K 0.11% NEW $317.31 -10.2%
129 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 274.0 $131K 0.11% NEW $477.34 -10.5%
130 SPHD INVESCO EXCH TRADED FD TR II 2,502.0 $127K 0.11% NEW $50.84 +3.7%
131 CWST CASELLA WASTE SYS INC Industrials 1,300.0 $126K 0.11% NEW $96.97 -4.1%
132 BALT INNOVATOR ETFS TRUST 3,654.0 $125K 0.10% NEW $34.27 +1.5%
133 AMZN AMAZON COM INC Consumer Cyclical 515.0 $123K 0.10% NEW $238.30 +7.5%
134 AMLP ALPS ETF TR 2,274.0 $118K 0.10% NEW $51.84 +6.7%
135 BUFB INNOVATOR ETFS TRUST 2,997.0 $118K 0.10% NEW $39.32 +2.4%
136 FBND FIDELITY MERRIMACK STR TR 2,412.0 $110K 0.09% NEW $45.49 -0.9%
137 PSTP INNOVATOR ETFS TRUST 2,958.0 $109K 0.09% NEW $36.78 +1.9%
138 VUG VANGUARD INDEX FDS 1,248.0 $107K 0.09% NEW $86.13 +3.2%
139 JPM JPMORGAN CHASE & CO. Financial Services 327.0 $107K 0.09% NEW $327.74 +8.1%
140 VXF VANGUARD INDEX FDS 416.0 $102K 0.09% NEW $245.94 -0.1%
Page 7 of 27  ·  526 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
Financial Services 26.6%
Technology 21.3%
Healthcare 17.9%
Consumer Defensive 10.0%
Industrials 7.2%
Consumer Cyclical 6.3%
Communication Services 5.2%
Energy 2.8%
Real Estate 1.4%
Basic Materials 1.3%