Oakmont Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Buffer ETF March
FMAR
|
+$857K |
| 2 |
FT Vest US Equity Buffer ETF May
FMAY
|
+$855K |
| 3 |
FT Vest US Equity Buffer ETF April
FAPR
|
+$836K |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$774K |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$700K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Buffer ETF November
FNOV
|
+$747K |
| 2 |
FT Vest US Equity Buffer ETF January
FJAN
|
+$746K |
| 3 |
FT Vest US Equity Buffer ETF December
FDEC
|
+$745K |
| 4 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$578K |
| 5 |
Hims & Hers Health
HIMS
|
+$564K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.39% |
| 2 | Healthcare | 4.59% |
| 3 | Consumer Staples | 2.56% |
| 4 | Consumer Discretionary | 1.89% |
| 5 | Financials | 1.72% |
Similar funds
Oakmont Advisory Group's Q2 2026 Portfolio in Review
As of Q2 2026, Oakmont Advisory Group held 513 positions worth $119M, up 21% from $98.2M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Oakmont Advisory Group deployed $12.5M of net new capital in Q2 2026, opening 390 new positions and adding to 74 existing holdings. Its largest new stake was FT Vest US Equity Buffer ETF March: 16,676 shares worth $871K.
By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.1% a quarter earlier, followed by Healthcare and Consumer Staples.
On the sell side, the largest reduction was Hims & Hers Health, an estimated $564K trimmed.
- Oakmont Advisory Group's largest Q2 2026 buy was FT Vest US Equity Buffer ETF March: 16,676 shares worth $871K.
- Oakmont Advisory Group added most to iShares Ultra Short Duration Bond Active ETF in Q2 2026, an estimated $774K increase.
- Oakmont Advisory Group's biggest Q2 2026 reduction was Hims & Hers Health, cutting an estimated $564K.
- Oakmont Advisory Group fully exited FT Vest US Equity Buffer ETF November in Q2 2026, selling an estimated $747K.
- Oakmont Advisory Group's ten largest holdings make up 40% of its $119M portfolio in Q2 2026.
- Oakmont Advisory Group opened 390 new positions and closed 8 in Q2 2026.
- Oakmont Advisory Group's portfolio value rose 21% quarter-over-quarter to $119M.
Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.