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 Q2	$319K	Buy	11,333 +3,551	+46%	+$99.6K	0.2%	59
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 $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SpringVest Wealth Management's OAKM Position: Q2 2026 in Review

SpringVest Wealth Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 46% in Q2 2026, buying an estimated $99.6K and bringing the position to 11,333 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #59.

SpringVest Wealth Management first reported a position in OAKM in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

SpringVest Wealth Management held 11,333 shares of Oakmark U.S. Large Cap ETF worth $319K as of Q2 2026.
SpringVest Wealth Management bought 3,551 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $99.6K.
Oakmark U.S. Large Cap ETF made up 0.2% of SpringVest Wealth Management's portfolio in Q2 2026, its #59 holding.
SpringVest Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.