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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 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. 44 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.
  • 44 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.