Sign In
test

Audrey Westfall

Oakwell Private Wealth Management, Llc

Assets Managed
$560.203M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
4.59%(2Q avg: 6.09%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Oakwell Private Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Oakwell Private Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 560.203M in assets, with a quarterly growth rate of 4.59% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Audrey Westfall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.99%
33.44%
$187.307M
583,858 shares@ $320.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.37%
12.9%
$72.234M
1.127M shares@ $64.08 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 5.38%
6.91%
$38.665M
1.119M shares@ $34.55 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 6.56%
5.23%
$29.275M
235,502 shares@ $124.31 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 7.73%
5.07%
$28.379M
256,892 shares@ $110.48 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 7.33%
3.39%
$18.964M
189,908 shares@ $99.86 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 0.06%
2.94%
$16.43M
115,357 shares@ $142.44 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 4.12%
2.86%
$15.999M
305,039 shares@ $52.46 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 4.14%
1.93%
$10.791M
433,206 shares@ $24.91 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.97%
1.87%
$10.475M
60,062 shares@ $174.4 avg price

1-10 of 79