Oakmont Advisory Group, LLC
Top Portfolio Positions
59 positions ·
$24,625,199 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
6,199 | $3,577,938 | 14.53% | |
| GLDI |
Credit Suisse AG
|
4,992 | $828,791 | 3.37% | |
| GLDM |
World Gold Trust
|
8,727 | $808,905 | 3.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
804 | $801,129 | 3.25% | |
| NVDA |
Nvidia Corp
Technology
|
2,824 | $492,505 | 2.00% | |
| MSFT |
Microsoft Corp
Technology
|
1,282 | $474,557 | 1.93% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
22,139 | $459,605 | 1.87% | |
| AVGO |
Broadcom Inc.
Technology
|
1,446 | $447,551 | 1.82% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
3,333 | $432,756 | 1.76% | |
| FLEX |
Flex Ltd.
Technology
|
6,332 | $414,492 | 1.68% |
Portfolio Trend
2 quarters · across all stocks
Holdings in GLDI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $828,791 | 4,992 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $797,855 | 4,592 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||