SFC
OAKM

Sprinkle Financial Consultants’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sprinkle Financial Consultants’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 		$1.96M Buy
69,650
+1,930
+3% +$54.2K 0.77% 31
2026
Q1 		$1.87M Buy
67,720
+20,395
+43% +$575K 0.86% 30
2025
Q4 		$1.34M Buy
47,325
+18,628
+65% +$506K 0.68% 35
2025
Q3 		$769K Buy
28,697
+1,096
+4% +$28.7K 0.43% 45
2025
Q2 		$709K Buy
+27,601
New +$666K 0.43% 46

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sprinkle Financial Consultants's OAKM Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 2.8% in Q2 2026, buying an estimated $54.2K and bringing the position to 69,650 shares worth $1.96M. The position accounts for 0.77% of the portfolio, ranked #31.

Sprinkle Financial Consultants first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Sprinkle Financial Consultants held 69,650 shares of Oakmark U.S. Large Cap ETF worth $1.96M as of Q2 2026.
  • Sprinkle Financial Consultants bought 1,930 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $54.2K.
  • Oakmark U.S. Large Cap ETF made up 0.77% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #31 holding.
  • Sprinkle Financial Consultants first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.