SWM
OAKM

SpringVest Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

SpringVest Wealth Management’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
Q1 		$215K Hold
7,782
– – 0.15% 66
2025
Q4 		$221K Hold
7,782
– – 0.15% 65
2025
Q3 		$208K Buy
+7,782
New +$204K 0.15% 64

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 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 $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SpringVest Wealth Management's OAKM Position: Q1 2026 in Review

SpringVest Wealth Management held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q1 2026 at 7,782 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #66.

SpringVest Wealth Management first reported a position in OAKM in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • SpringVest Wealth Management held 7,782 shares of Oakmark U.S. Large Cap ETF worth $215K as of Q1 2026.
  • SpringVest Wealth Management left its Oakmark U.S. Large Cap ETF share count unchanged in Q1 2026.
  • Oakmark U.S. Large Cap ETF made up 0.15% of SpringVest Wealth Management's portfolio in Q1 2026, its #66 holding.
  • SpringVest Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • SpringVest Wealth Management's Oakmark U.S. Large Cap ETF position peaked at $221K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.