Oakmont Advisory Group, LLC

13F filer, CIK 2115370, ALBUQUERQUE, NM

Oakmont Advisory Group, LLC reported $98,203,936 across 119 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 43.09% of the portfolio.

Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0002085853-26-000586

Period: 2026-03-31
Reported value: $98.2M
Holdings: 119
Top 10 weight: 43.09%
New: 14
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFUSadded	+26,523	$1.88M
VOOadded	+3,104	$1.85M
VWOadded	+18,022	$974K
ICSHadded	+17,967	$909K
XLVnew	+5,700	$836K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
RSPreduced	-11,124	-$2.13M
SPLVreduced	-11,530	-$843K
FSEPexited	-15,952	-$823K
FOCTexited	-16,772	-$822K
FAUGexited	-15,501	-$821K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000586, largest first. % of portfolio is the value over $98,203,936, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	22,065	$13.2M	13.43%	+3,104	Timeline
DFUSDIMENSIONAL ETF TRUST	75,653	$5.36M	5.46%	+26,523	Timeline
VEAVANGUARD TAX-MANAGED FDS	65,827	$4.22M	4.3%	+12,761	Timeline
VWOVANGUARD INTL EQUITY INDEX F	68,824	$3.72M	3.79%	+18,022	Timeline
QQQINVESCO QQQ TR	6,199	$3.58M	3.64%	+919	Timeline
ICSHISHARES TR	65,488	$3.32M	3.38%	+17,967	Timeline
DFASDIMENSIONAL ETF TRUST	38,345	$2.73M	2.78%	+3,598	Timeline
VCITVANGUARD SCOTTSDALE FDS	28,250	$2.34M	2.38%	+832	Timeline
VIGVANGUARD SPECIALIZED FUNDS	9,714	$2.09M	2.13%	+1,815	Timeline
BNDVANGUARD BD INDEX FDS	24,241	$1.79M	1.82%	+2,713	Timeline
RSPINVESCO EXCHANGE TRADED FD T	7,657	$1.47M	1.5%	-11,124	Timeline
CWBSPDR SERIES TRUST	15,458	$1.41M	1.44%	+1,860	Timeline
VMBSVANGUARD SCOTTSDALE FDS	30,021	$1.41M	1.44%	+848	Timeline
BIVVANGUARD BD INDEX FDS	15,182	$1.17M	1.19%	+57	Timeline
VGLTVANGUARD SCOTTSDALE FDS	20,961	$1.16M	1.18%	-137	Timeline
VGITVANGUARD SCOTTSDALE FDS	19,306	$1.15M	1.17%	+582	Timeline
JNKSPDR SERIES TRUST	11,507	$1.1M	1.12%	-1,766	Timeline
BNDXVANGUARD CHARLOTTE FDS	22,800	$1.1M	1.12%	+3,866	Timeline
SHYGISHARES TR	24,942	$1.06M	1.07%	-4,218	Timeline
VYMVANGUARD WHITEHALL FDS	6,344	$940K	0.96%	-94	Timeline
VBVANGUARD INDEX FDS	3,322	$870K	0.89%	+675	Timeline
VOVANGUARD INDEX FDS	2,986	$857K	0.87%	+640	Timeline
PFFISHARES TR	27,926	$847K	0.86%	+9,181	Timeline
VNQVANGUARD INDEX FDS	9,514	$844K	0.86%	+2,091	Timeline
XLPSELECT SECTOR SPDR TR	10,276	$842K	0.86%	+170	Timeline
XLVSELECT SECTOR SPDR TR	5,700	$836K	0.85%	new	Timeline
GLDICREDIT SUISSE NASSAU BRANC	4,992	$829K	0.84%	+400	Timeline
GLDMWORLD GOLD TR	8,727	$809K	0.82%	+1,726	Timeline
COSTCOSTCO WHOLESALE CORPORATION	804	$801K	0.82%	+81	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	13,568	$758K	0.77%	new	Timeline
FNOVFIRST TR EXCHNG TRADED FD VI	13,985	$747K	0.76%	-977	Timeline
FJANFIRST TR EXCHNG TRADED FD VI	14,789	$746K	0.76%	new	Timeline
FDECFIRST TR EXCHNG TRADED FD VI	14,974	$745K	0.76%	new	Timeline
RYLDGLOBAL X FDS	49,459	$739K	0.75%	+17,717	Timeline
VCSHVANGUARD SCOTTSDALE FDS	9,323	$739K	0.75%	-3,302	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	12,660	$718K	0.73%	+3,608	Timeline
HYDVANECK ETF TRUST	13,745	$689K	0.7%	+3,668	Timeline
YYYAMPLIFY ETF TR	57,758	$637K	0.65%	+7,537	Timeline
VGSHVANGUARD SCOTTSDALE FDS	10,685	$626K	0.64%	-3,649	Timeline
FLOTISHARES TR	12,117	$617K	0.63%	-2,370	Timeline
SCHDSCHWAB STRATEGIC TR	19,796	$607K	0.62%	-708	Timeline
STIPISHARES TR	5,761	$596K	0.61%	-3,088	Timeline
XLCSELECT SECTOR SPDR TR	5,233	$580K	0.59%	-1,101	Timeline
XLBSELECT SECTOR SPDR TR	11,572	$578K	0.59%	-4,492	Timeline
QYLDGLOBAL X FDS	31,694	$544K	0.55%	-6,965	Timeline
NVDANVIDIA CORPORATION	2,824	$492K	0.5%	+220	Timeline
XLESELECT SECTOR SPDR TR	7,931	$486K	0.49%	new	Timeline
XYLDGLOBAL X FDS	12,301	$481K	0.49%	-1,949	Timeline
MSFTMICROSOFT CORP	1,282	$474K	0.48%	+236	Timeline
HDVISHARES TR	3,449	$468K	0.48%	-115	Timeline
DGROISHARES TR	6,670	$468K	0.48%	+260	Timeline
SPLVINVESCO EXCH TRADED FD TR II	6,368	$466K	0.47%	-11,530	Timeline
HIMSHIMS & HERS HEALTH INC	22,139	$460K	0.47%	+14,155	Timeline
AVGOBROADCOM INC	1,446	$447K	0.46%	+250	Timeline
HYGVFLEXSHARES TR	10,857	$435K	0.44%	+1,432	Timeline
CFCF INDUSTRIES HOLD	3,333	$433K	0.44%	-823	Timeline
USMVISHARES TR	4,665	$433K	0.44%	-8,748	Timeline
DDECFIRST TR EXCHNG TRADED FD VI	9,625	$426K	0.43%	new	Timeline
DJANFIRST TR EXCHNG TRADED FD VI	10,001	$425K	0.43%	new	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	8,932	$423K	0.43%	new	Timeline
DNOVFIRST TR EXCHNG TRADED FD VI	8,812	$422K	0.43%	-159	Timeline
FLEXFLEX LTD	6,332	$414K	0.42%	+179	Timeline
GOOGLALPHABET INC	1,426	$410K	0.42%	+95	Timeline
IDVISHARES TR	9,578	$408K	0.42%	+103	Timeline
ZMZOOM COMMUNICATIONS INC	5,063	$407K	0.41%	+926	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	680	$403K	0.41%	+16	Timeline
LNGCHENIERE ENERGY INC	1,378	$391K	0.4%	+1	Timeline
APPAPPLOVIN CORP	946	$377K	0.38%	+284	Timeline
MPWRMONOLITHIC PWR SYS INC	343	$375K	0.38%	-33	Timeline
EOGEOG RES INC	2,579	$373K	0.38%	-339	Timeline
NBIXNEUROCRINE BIOSCIENCES INC	2,827	$372K	0.38%	+477	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	572	$372K	0.38%	+4	Timeline
VZVERIZON COMMUNICATIONS INC	7,005	$352K	0.36%	-1,307	Timeline
FOXAFOX CORP	6,015	$351K	0.36%	+902	Timeline
JNJJOHNSON & JOHNSON	1,436	$351K	0.36%	-234	Timeline
MRKMERCK & CO INC	2,847	$342K	0.35%	-433	Timeline
CHWYCHEWY INC	12,538	$339K	0.34%	+3,302	Timeline
EXELEXELIXIS INC	7,831	$336K	0.34%	+506	Timeline
DVYEISHARES INC	9,737	$335K	0.34%	+213	Timeline
TOSTTOAST INC	12,461	$330K	0.34%	new	Timeline
MOALTRIA GROUP INC	5,005	$330K	0.34%	-702	Timeline
MMSIMERIT MED SYS INC	4,775	$329K	0.34%	+800	Timeline
GILDGILEAD SCIENCES INC	2,351	$328K	0.33%	-380	Timeline
CMECME GROUP INC	1,107	$327K	0.33%	-118	Timeline
RLRALPH LAUREN CORP	950	$327K	0.33%	+68	Timeline
CBOECBOE GLOBAL MKTS INC	1,162	$327K	0.33%	-158	Timeline
SNASNAP ON INC	893	$324K	0.33%	-87	Timeline
PODDINSULET CORP	1,525	$320K	0.33%	+395	Timeline
ELANELANCO ANIMAL HEALTH INC	13,304	$318K	0.32%	-670	Timeline
TROWPRICE T ROWE GROUP INC	3,517	$317K	0.32%	+402	Timeline
HALOHALOZYME THERAPEUTICS INC	4,899	$317K	0.32%	new	Timeline
PGPROCTER & GAMBLE CO	2,186	$316K	0.32%	-115	Timeline
TSLATESLA INC	841	$313K	0.32%	+4	Timeline
VIGIVANGUARD WHITEHALL FDS	3,499	$310K	0.32%	+117	Timeline
ITWILLINOIS TOOL WKS INC	1,188	$309K	0.31%	-166	Timeline
PEPPEPSICO INC	1,968	$306K	0.31%	-182	Timeline
ABTABBOTT LABORATORIES	2,965	$304K	0.31%	+464	Timeline
VICIVICI PPTYS INC	11,106	$303K	0.31%	-306	Timeline
CMCSACOMCAST CORP NEW	10,566	$303K	0.31%	-991	Timeline
LLYELI LILLY & CO	329	$303K	0.31%	new	Timeline
ACNACCENTURE PLC IRELAND	1,512	$300K	0.31%	+273	Timeline
PHMPULTE GROUP INC	2,539	$299K	0.3%	+20	Timeline
CLCOLGATE PALMOLIVE CO	3,502	$299K	0.3%	-642	Timeline
DECKDECKERS OUTDOOR CORP	2,959	$296K	0.3%	-543	Timeline
MUMICRON TECHNOLOGY INC	874	$295K	0.3%	-500	Timeline
KHCKRAFT HEINZ CO	13,039	$293K	0.3%	+300	Timeline
AVYAVERY DENNISON CORP	1,689	$292K	0.3%	-140	Timeline
KMBKIMBERLY-CLARK CORP	2,994	$289K	0.29%	+10	Timeline
AOSSMITH A O CORP	4,275	$282K	0.29%	new	Timeline
PLTRPALANTIR TECHNOLOGIES INC	1,898	$278K	0.28%	+90	Timeline
VYMIVANGUARD WHITEHALL FDS	2,907	$274K	0.28%	-149	Timeline
GISGENERAL MILLS INC	7,356	$274K	0.28%	+652	Timeline
CAGCONAGRA BRANDS INC	17,338	$273K	0.28%	+85	Timeline
THCTENET HEALTHCARE CORP	1,439	$272K	0.28%	-61	Timeline
AAPLAPPLE INC	967	$245K	0.25%	+105	Timeline
SPYDSPDR SERIES TRUST	5,219	$238K	0.24%	new	Timeline
IJRISHARES TR	1,844	$229K	0.23%	-11	Timeline
VTEBVANGUARD MUN BD FDS	4,456	$222K	0.23%	new	Timeline
KBWDINVESCO EXCH TRADED FD TR II	12,678	$159K	0.16%	-1,312	Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FSEPFIRST TR EXCHNG TRADED FD VI	15,952	$823K	shares
FOCTFIRST TR EXCHNG TRADED FD VI	16,772	$822K	shares
FAUGFIRST TR EXCHNG TRADED FD VI	15,501	$821K	shares
XLRESELECT SECTOR SPDR TR	17,740	$716K	shares
DJULFIRST TR EXCHNG TRADED FD VI	11,021	$524K	shares
DOCTFIRST TR EXCHNG TRADED FD VI	11,816	$523K	shares
DSEPFIRST TR EXCHNG TRADED FD VI	11,619	$522K	shares
USBUS BANCORP	6,379	$340K	shares
CHTRCHARTER COMMUNICATIONS INC	1,629	$340K	shares
PANWPALO ALTO NETWORKS INC	1,814	$334K	shares
PINSPINTEREST INC	11,666	$302K	shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002085853-26-000586	base		2026-05-12	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC