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

Western Pacific 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	$4.42M	Buy	160,370 +6,127	+4%	+$173K	4.49%	9
2025 Q4	$4.37M	Buy	154,243 +1,765	+1%	+$47.9K	4.24%	9
2025 Q3	$4.08M	Buy	152,478 +13,812	+10%	+$362K	3.99%	10
2025 Q2	$3.56M	Buy	138,666 +15,883	+13%	+$383K	3.42%	11
2025 Q1	$3M	Buy	122,783 +95,657	+353%	+$2.35M	2.71%	12
2024 Q4	$638K	Buy	+27,126	New	+$652K	0.51%	17

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Western Pacific Wealth Management's OAKM Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 4% in Q1 2026, buying an estimated $173K and bringing the position to 160,370 shares worth $4.42M. The position accounts for 4.49% of the portfolio, ranked #9.

Western Pacific Wealth Management first reported a position in OAKM in Q4 2024 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

Western Pacific Wealth Management held 160,370 shares of Oakmark U.S. Large Cap ETF worth $4.42M as of Q1 2026.
Western Pacific Wealth Management bought 6,127 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $173K.
Oakmark U.S. Large Cap ETF made up 4.49% of Western Pacific Wealth Management's portfolio in Q1 2026, its #9 holding.
Western Pacific Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.