Oakmont Advisory Group Investor Activity Analysis: Q2 Portfolio Changes Detailed
A detailed look at Oakmont Advisory Group's observable portfolio adjustments for the quarter ending June 30, 2026.
For the quarter ending on June 30, 2026, Oakmont Advisory Group, Llc, also known as Oakmont AG, managed its portfolio with notable shifts. The total portfolio value stood at $118,829,056 during this period.
Significant Purchases This Quarter
Oakmont AG demonstrated substantial buying activity in several areas:
- Purchased Vanguard Index Funds (VO): Acquired shares of VANGUARD INDEX FDS (VO), increasing its position by a significant +305.89%.
- Increased holdings in First TR ETF VI: Showed strong interest in FIRST TR EXCHNG TRADED FD VI, adding positions under symbols like FAPR (+100%), FMAR (+100%), FMAY (+100%), DAPR (+100%), and DMAR (+100%).
- Boosted exposure to Dimensional ETFs: Increased shares of DIMENSIONAL ETF TRUST (DFAS) by +2.16%.
Major Sales Observed in the Portfolio
In contrast, Oakmont AG also recorded significant selling activity:
- Sold Invesco QQQ Trust (QQQ): Reduced its position by -7.57%.
- Decreased holdings in Dimensional ETFs: Sold shares of DIMENSIONAL ETF TRUST (DFUS) by -1.99%.
New Positions and Exits
The investor also noted the addition of new positions and exits during this quarter:
- Added small-cap exposure via VOO: Increased its position in VANGUARD INDEX FDS (VOO) by +1.03%.
- Reduced Consumer Defensive holdings: Decreased its stake in CONAGRA BRANDS INC (CAG), a stock categorized under Consumer Defensive, by -100%.
Detailed Holdings Changes
The following table summarizes the key changes observed across Oakmont AG's portfolio for Q2 2026:
- VOO (Vanguard S&P 500 ETF): Decreased by -1.03%.
- VEA (Vanguard Tax-Managed Small-Cap Value ETF): Increased by +2.13%.
- VIG (Vanguard Dividend Yield Fund): Increased slightly by +5.46%.
The portfolio's sector allocation remains dominated by 'Unknown' holdings at 80.17%, followed by Technology, Healthcare, and Consumer Defensive sectors with notable activity in the latter two categories this quarter.