Oath Planning, LLC

Registered adviser

CIK

2109944

Location

TULSA, OK

Portfolio Value

Small $151,902,751

Diversification

Diversified

Filing Date

Global Rank

#7,717 / 8,811 ▲ 352 · as of Jun 2026

Top Industry

Banks - Regional 21.0%

3Y Alpha vs SPY

-17.3%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 299187

Roster of Oct 1, 2026

Regulatory AUM

$284,681,416

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$284,681,416	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$200,568,164	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$123,496,945	Individuals and high net worth (100%)
Jul 2023 to Mar 2024	$103,189,578	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.7% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 91.0%; sector active share 80.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

74 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.0%

+0.1 pts

Top 5

66.7%

−1.3 pts

Top 10

84.5%

−2.2 pts

HHI

1,183

Diversified−22

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.3%	$135,672,690	55
Industrials	2.5%	$3,864,417	4
Technology	2.5%	$3,811,061	3
Financial Services	2.2%	$3,402,578	1
Energy	1.2%	$1,872,382	2
Healthcare	0.9%	$1,393,639	4
Consumer Cyclical	0.5%	$712,799	2
Consumer Defensive	0.3%	$483,435	1
Real Estate	0.2%	$359,061	1
Basic Materials	0.2%	$330,689	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UITB	VictoryShares Core Intermediate Bond ETF	+81,655	419,333	$18,720,702
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+46,393	254,986	$19,480,930
FNDF	Schwab Fundamental International Equity ETF	+19,595	128,592	$6,911,820
FRDM	Freedom 100 Emerging Markets ETF	+17,758	87,671	$6,133,463
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+11,101	63,048	$14,565,979
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+11,043	54,101	$2,213,271
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	+10,425	67,927	$3,732,588
AVDV	Avantis International Small Cap Value ETF	+10,231	72,098	$7,886,079
XOM	ExxonMobil Holdings Corp	+4,245	9,925	$1,615,293
VTV	VANGUARD VALUE INDEX FUND	+3,707	25,017	$5,405,673
VOO	VANGUARD 500 INDEX FUND	+3,430	23,670	$16,589,356
DFAC	Dimensional U.S. Core Equity 2 ETF	+2,958	145,763	$6,479,165
NVDA	Nvidia Corp	+2,672	7,985	$1,823,614
DFNM	Dimensional National Municipal Bond ETF	+2,178	11,454	$527,227
DFSD	Dimensional Short-Duration Fixed Income ETF	+1,455	9,441	$438,742
AAPL	Apple Inc.	+1,442	4,309	$1,434,983
BSVO	EA Bridgeway Omni Small-Cap Value ETF	+969	107,225	$2,997,903
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+903	10,103	$497,269
SCHF	Schwab International Equity ETF	+857	51,027	$1,401,711
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+625	3,244	$539,412
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+513	3,286	$643,234
GLD	Spdr Gold Trust	+393	3,985	$1,517,647
CAT	Caterpillar Inc	+349	636	$515,662
JNJ	Johnson & Johnson	+268	1,535	$406,375
SPY	Spdr S&P 500 ETF Trust	+210	2,682	$2,045,373
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−2,319	40,141	$2,274,389
AGG	iShares Core U.S. Aggregate Bond ETF	−1,511	3,290	$311,036
DISV	Dimensional International Small Cap Value ETF	−935	22,598	$978,267
DFUV	Dimensional U.S. Marketwide Value ETF	−669	27,129	$1,492,095
DFIV	Dimensional International Value ETF	−619	30,166	$1,685,072
XSVM	Victory Portfolios II	−501	4,324	$0
DFIC	Dimensional International Core Equity 2 ETF	−452	13,534	$509,013
DFAU	Dimensional US Core Equity Market ETF	−351	8,002	$418,984
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−261	19,473	$773,467
QUAL	iShares MSCI USA Quality Factor ETF	−241	3,006	$0
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−118	15,259	$564,888
IEI	iShares 3-7 Year Treasury Bond ETF	−92	2,706	$306,968
DFAT	Dimensional U.S. Targeted Value ETF	−69	5,232	$347,614
MCD	Mcdonalds Corp	−16	1,465	$338,327
PNC	Pnc Financial Services Group, Inc.	−4	15,309	$3,402,578
IEMG	iShares Trust	−2	2,553	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	2,306	$627,531
AMZN	Amazon Com Inc	1,503	$374,472
NHI	National Health Investors Inc	5,471	$359,061
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	5,064	$355,239
IVV	iShares Core S&P 500 ETF	437	$334,676
NHC	National Healthcare Corp	1,500	$329,265
SLV	iShares Silver Trust	5,071	$276,420
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	350	$257,740
HD	Home Depot, Inc.	642	$226,420
BKAG	BNY Mellon ETF Trust	5,322	$223,257
BKLC	BNY Mellon US Large Cap Core Equity ETF	3,166	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $151,902,751 total · filing declares 74 positions · $154,120,081 · as of Sep 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	254,986	+46,393	$19,480,930	+19.9%	12.82%
UITB	VictoryShares Core Intermediate Bond ETF	Added	419,333	+81,655	$18,720,702	+18.4%	12.32%
VOO	VANGUARD 500 INDEX FUND	Added	23,670	+3,430	$16,589,356	+19.3%	10.92%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	63,048	+11,101	$14,565,979	+15.4%	9.59%
AVDV	Avantis International Small Cap Value ETF	Added	72,098	+10,231	$7,886,079	+23.7%	5.19%
FNDF	Schwab Fundamental International Equity ETF	Added	128,592	+19,595	$6,911,820	+20.2%	4.55%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	145,763	+2,958	$6,479,165	+2.3%	4.27%
FRDM	Freedom 100 Emerging Markets ETF	Added	87,671	+17,758	$6,133,463	+20.3%	4.04%
VTV	VANGUARD VALUE INDEX FUND	Added	25,017	+3,707	$5,405,673	+16.4%	3.56%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Added	67,927	+10,425	$3,732,588	+18.8%	2.46%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	15,309	-4	$3,402,578	−9.8%	2.24%
BSVO	EA Bridgeway Omni Small-Cap Value ETF	Added	107,225	+969	$2,997,903	−3.3%	1.97%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	40,141	-2,319	$2,274,389	−9.2%	1.50%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	54,101	+11,043	$2,213,271	+16.7%	1.46%
SPY	Spdr S&P 500 ETF Trust	Added	2,682	+210	$2,045,373	+10.8%	1.35%
NVDA	Nvidia Corp Technology	Added	7,985	+2,672	$1,823,614	+71.5%	1.20%
HEI	Heico Corp Industrials	Held	5,808	0	$1,760,869	−14.9%	1.16%
DFIV	Dimensional International Value ETF	Reduced	30,166	-619	$1,685,072	+1.3%	1.11%
XOM	ExxonMobil Holdings Corp Energy	Added	9,925	+4,245	$1,615,293	+108.0%	1.06%
GLD	Spdr Gold Trust	Added	3,985	+393	$1,517,647	+14.7%	1.00%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	27,129	-669	$1,492,095	−2.4%	0.98%
AAPL	Apple Inc. Technology	Added	4,309	+1,442	$1,434,983	+73.0%	0.94%
SCHF	Schwab International Equity ETF	Added	51,027	+857	$1,401,711	+0.9%	0.92%
VUG	VANGUARD GROWTH INDEX FUND	Added	11,640	+5	$1,048,880	+4.7%	0.69%
DISV	Dimensional International Small Cap Value ETF	Reduced	22,598	-935	$978,267	+3.6%	0.64%
HEI-A	Heico Corp Industrials	Held	4,206	0	$960,355	−11.5%	0.63%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	19,473	-261	$773,467	−3.6%	0.51%
IEFA	iShares Core MSCI EAFE ETF	Added	7,501	+2	$726,696	—	0.48%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	3,286	+513	$643,234	+21.8%	0.42%
UNP	Union Pacific Corp Industrials	NEW	2,306	NEW	$627,531	NEW	0.41%
DFGR	Dimensional Global Real Estate ETF	Added	21,638	+28	$585,307	−6.5%	0.39%
SCHC	Schwab International Small-Cap Equity ETF	Held	11,498	0	$571,910	+3.4%	0.38%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	15,259	-118	$564,888	−0.3%	0.37%
IBM	International Business Machines Corp Technology	Added	2,512	+72	$552,464	−19.5%	0.36%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	3,244	+625	$539,412	—	0.36%
DFNM	Dimensional National Municipal Bond ETF	Added	11,454	+2,178	$527,227	+17.6%	0.35%
CAT	Caterpillar Inc Industrials	Added	636	+349	$515,662	+68.7%	0.34%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	13,534	-452	$509,013	−2.3%	0.34%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	10,103	+903	$497,269	+7.6%	0.33%
WMT	Walmart Inc. Consumer Defensive	Added	4,652	+52	$483,435	−7.2%	0.32%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	9,441	+1,455	$438,742	+15.1%	0.29%
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	Held	5,929	0	$438,568	+9.9%	0.29%
DFAU	Dimensional US Core Equity Market ETF	Reduced	8,002	-351	$418,984	−3.0%	0.28%
JNJ	Johnson & Johnson Healthcare	Added	1,535	+268	$406,375	+26.3%	0.27%
ELV	Elevance Health, Inc. Healthcare	Added	975	+4	$379,099	+1.0%	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	1,503	NEW	$374,472	NEW	0.25%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	7,179	+82	$367,780	—	0.24%
NHI	National Health Investors Inc Real Estate	NEW	5,471	NEW	$359,061	NEW	0.24%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	NEW	5,064	NEW	$355,239	NEW	0.23%
VO	VANGUARD MID-CAP INDEX FUND	Added	4,518	+17	$354,301	−2.3%	0.23%

Showing the top 50 of 74 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.