IPA
OAKM

Investment Planning Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Investment Planning Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.45M Buy
122,307
+823
+0.7% +$23.1K 0.8% 18
2026
Q1 		$3.35M Buy
121,484
+8,649
+8% +$244K 0.92% 19
2025
Q4 		$3.2M Buy
+112,835
New +$3.06M 0.93% 20

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investment Planning Advisors's OAKM Position: Q2 2026 in Review

Investment Planning Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 0.68% in Q2 2026, buying an estimated $23.1K and bringing the position to 122,307 shares worth $3.45M. The position accounts for 0.8% of the portfolio, ranked #18.

Investment Planning Advisors first reported a position in OAKM in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Investment Planning Advisors held 122,307 shares of Oakmark U.S. Large Cap ETF worth $3.45M as of Q2 2026.
  • Investment Planning Advisors bought 823 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $23.1K.
  • Oakmark U.S. Large Cap ETF made up 0.8% of Investment Planning Advisors's portfolio in Q2 2026, its #18 holding.
  • Investment Planning Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.