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David Bradford Hicks

Oakmont Advisory Group, Llc

Assets Managed
$98.204M
Holdings
119
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
4.81%(2Q avg: 2.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Oakmont Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Oakmont Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 98.204M in assets, with a quarterly growth rate of 4.81% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by David Bradford Hicks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 16.38%
13.43%
$13.185M
22,065 shares@ $597.56 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 53.99%
5.47%
$5.365M
75,653 shares@ $70.92 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 24.05%
4.3%
$4.218M
65,827 shares@ $64.08 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 35.48%
3.79%
$3.72M
68,824 shares@ $54.05 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 17.41%
3.65%
$3.578M
6,199 shares@ $577.23 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 37.81%
3.38%
$3.315M
65,488 shares@ $50.63 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 10.36%
2.78%
$2.727M
38,345 shares@ $71.13 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.04%
2.39%
$2.338M
28,250 shares@ $82.75 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 22.98%
2.13%
$2.089M
9,714 shares@ $215.07 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 12.61%
1.82%
$1.785M
24,241 shares@ $73.65 avg price

1-10 of 119