Oakwell Private Wealth Management, LLC
Oakwell Private Wealth Management, LLC reported 83 holdings worth US$603M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Oakwell Private Wealth Management, LLC reported 83 holdings worth US$603M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$603M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 60,213 | US$12M | 2.0% |
| Alphabet Inc (google) Class C | 12,491 | US$4.46M | 0.74% |
| Apple Inc | 11,245 | US$3.25M | 0.54% |
| Jp Morgan Chase & Co. | 7,670 | US$2.51M | 0.42% |
| Advanced Micro Devices Inc | 4,002 | US$2.32M | 0.39% |
| Amazon.com, Inc. | 7,327 | US$1.75M | 0.29% |
| Berkshire Hathaway Inc. | 3,206 | US$1.6M | 0.27% |
| Microsoft Corp. | 4,283 | US$1.6M | 0.26% |
| Arista Networks, Inc. | 8,795 | US$1.49M | 0.25% |
| Caterpillar, Inc. | 1,246 | US$1.33M | 0.22% |
| Globe Life Inc. | 7,008 | US$1.25M | 0.21% |
| Oracle Corporation | 7,218 | US$1.06M | 0.18% |
| Nextera Energy, Inc. | 11,410 | US$1M | 0.17% |
| Eli Lilly And Company | 727 | US$872K | 0.14% |
| Broadcom Inc. | 2,169 | US$819K | 0.14% |
| Walmart Inc. | 6,988 | US$791K | 0.13% |
| Exxon Mobil Corporation | 3,762 | US$514K | 0.09% |
| Tesla, Inc. | 1,133 | US$477K | 0.08% |
| Palo Alto Networks, Inc. | 1,184 | US$404K | 0.07% |
| Union Pacific Corporation | 1,365 | US$371K | 0.06% |
| Meta Platforms, Inc. | 647 | US$364K | 0.06% |
| Dell Technologies Inc. | 758 | US$327K | 0.05% |
| Ies Holdings, Inc. | 443 | US$325K | 0.05% |
| Chevron Corporation | 1,854 | US$307K | 0.05% |
| Micron Technology, Inc. | 218 | US$252K | 0.04% |
| Kinder Morgan, Inc. | 7,826 | US$250K | 0.04% |
| Martin Marietta Materials, Inc. | 357 | US$206K | 0.03% |
| Tyson Foods, Inc. | 3,565 | US$204K | 0.03% |
| Asml Holding Nv | 101 | US$201K | 0.03% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Ares Capital Corporation | 0 | US$0 | 0.00% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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