Holdings
Oakwell Private Wealth Management, LLC
As of Jun 30, 2026, Oakwell Private Wealth Management, LLC reported 29 positions worth US$42.4M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 60,213 | US$12M | +151 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,491 | US$4.46M | −334 | Jun 30, 2026 |
| Apple Inc | 11,245 | US$3.25M | +1,419 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,670 | US$2.51M | −876 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 4,002 | US$2.32M | −1,056 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,327 | US$1.75M | +938 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,206 | US$1.6M | −1 | Jun 30, 2026 |
| Microsoft Corp. | 4,283 | US$1.6M | −3,363 | Jun 30, 2026 |
| Arista Networks, Inc. | 8,795 | US$1.49M | new | Jun 30, 2026 |
| Caterpillar, Inc. | 1,246 | US$1.33M | +842 | Jun 30, 2026 |