Oakmont Advisory Group, LLC

13F filer · CIK 0002115370

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$119MU.S. long equity reported on 13F

Positions307248 new · 0 closed

Net flow last quarter+$5MBuys minus sells

Top 10 positions weight8.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026307 positions
QQQInvesco QQQ Trust, Series 1	$4.22M	3.54%	Not reported	-7.6%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.1M	0.93%	Not reported	+10.2%	Q4 2025
FMARCapital Trust Holdings Inc.	$871K	0.73%	0.08%	New	Q2 2026
GLDMWorld Gold Trust	$730K	0.61%	0.00%	+5.3%	Q4 2025
MUMicron Technology Inc	$669K	0.56%	0.00%	-33.6%	Q4 2025
FLEXFlex Ltd.	$617K	0.52%	0.00%	-39.9%	Q4 2025
NVDANvidia Corp	$590K	0.50%	0.00%	+4.5%	Q4 2025
GLDICredit Suisse AG	$557K	0.47%	0.00%	-20.7%	Q4 2025
COSTCostco Wholesale Corp	$505K	0.42%	0.00%	-32.8%	Q4 2025
GOOGLAlphabet Inc.	$478K	0.40%	0.00%	-6.2%	Q4 2025
AVGOBroadcom Inc.	$474K	0.40%	0.00%	-13.1%	Q4 2025
MSFTMicrosoft Corp	$468K	0.39%	0.00%	-2.2%	Q4 2025
AMDAdvanced Micro Devices Inc	$449K	0.38%	0.00%	New	Q2 2026
NBIXNeurocrine Biosciences Inc	$445K	0.37%	0.00%	-6.7%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$427K	0.36%	Not reported	Not reported	Q4 2025
APPAppLovin Corp	$421K	0.35%	0.00%	-13.6%	Q4 2025
LLYELI LILLY & Co	$418K	0.35%	0.00%	+5.8%	Q1 2026
EXELExelixis, Inc.	$413K	0.35%	0.00%	-3.2%	Q4 2025
RLRalph Lauren Corp	$411K	0.35%	Not reported	+7.7%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$410K	0.34%	0.00%	-13.4%	Q4 2025
VVisa Inc.	$406K	0.34%	0.00%	New	Q2 2026
THCTenet Healthcare Corp	$403K	0.34%	0.00%	+49.8%	Q4 2025
MMSIMerit Medical Systems Inc	$398K	0.33%	0.01%	+20.3%	Q4 2025
JNJJohnson & Johnson	$398K	0.33%	0.00%	+9.0%	Q4 2025
PODDInsulet Corp	$393K	0.33%	0.00%	+69.4%	Q4 2025
ELANElanco Animal Health Inc	$388K	0.33%	0.00%	+18.5%	Q4 2025
HALOHalozyme Therapeutics, Inc.	$388K	0.33%	0.00%	+1.1%	Q1 2026
MRKMerck & Co., Inc.	$386K	0.32%	0.00%	+5.6%	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$379K	0.32%	0.00%	+2.9%	Q4 2025
KMBKimberly Clark Corp	$375K	0.32%	0.00%	+14.2%	Q4 2025
SNASnap-on Inc	$374K	0.31%	0.00%	+3.9%	Q4 2025
ITWIllinois Tool Works Inc	$368K	0.31%	0.00%	+14.6%	Q4 2025
PGPROCTER & GAMBLE Co	$365K	0.31%	0.00%	+13.9%	Q4 2025
PGRProgressive Corp	$363K	0.30%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$359K	0.30%	Not reported	New	Q2 2026
TROWPrice T Rowe Group Inc	$358K	0.30%	0.00%	-10.4%	Q4 2025
MOAltria Group, Inc.	$357K	0.30%	0.00%	-0.8%	Q4 2025
ZMZoom Communications, Inc.	$356K	0.30%	Not reported	-18.6%	Q4 2025
TSLATesla, Inc.	$354K	0.30%	0.00%	+0.1%	Q4 2025
CLColgate Palmolive Co	$352K	0.30%	0.00%	+9.8%	Q4 2025
AOSSmith A O Corp	$352K	0.30%	0.00%	+31.4%	Q1 2026
UHSUniversal Health Services Inc	$350K	0.29%	Not reported	New	Q2 2026
TOSTToast, Inc.	$349K	0.29%	0.01%	+0.6%	Q1 2026
AVYAvery Dennison Corp	$338K	0.28%	0.00%	+23.2%	Q4 2025
GILDGilead Sciences, Inc.	$333K	0.28%	0.00%	+12.3%	Q4 2025
KHCKraft Heinz Co	$331K	0.28%	0.00%	+7.6%	Q4 2025
CFCF Industries Holdings, Inc.	$326K	0.27%	0.00%	-9.5%	Q4 2025
GISGeneral Mills Inc	$325K	0.27%	0.00%	+27.1%	Q4 2025
PAYXPaychex Inc	$318K	0.27%	0.00%	New	Q2 2026
VICIVici Properties Inc.	$317K	0.27%	0.00%	+7.6%	Q4 2025

Q1 2026Reported May 12, 202660 positions
QQQInvesco QQQ Trust, Series 1	$3.58M	3.64%	Not reported	+17.4%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$940K	0.96%	Not reported	-1.5%	Q4 2025
GLDICredit Suisse AG	$829K	0.84%	0.00%	+8.7%	Q4 2025
GLDMWorld Gold Trust	$809K	0.82%	0.00%	+24.7%	Q4 2025
COSTCostco Wholesale Corp	$801K	0.82%	0.00%	+11.2%	Q4 2025
NVDANvidia Corp	$492K	0.50%	0.00%	+8.5%	Q4 2025
MSFTMicrosoft Corp	$474K	0.48%	0.00%	+22.6%	Q4 2025
HIMSHims & Hers Health, Inc.	$460K	0.47%	Not reported	+177.3%	Q4 2025
AVGOBroadcom Inc.	$447K	0.46%	0.00%	+20.9%	Q4 2025
CFCF Industries Holdings, Inc.	$433K	0.44%	0.00%	-19.8%	Q4 2025
FLEXFlex Ltd.	$414K	0.42%	0.00%	+2.9%	Q4 2025
GOOGLAlphabet Inc.	$410K	0.42%	0.00%	+7.1%	Q4 2025
ZMZoom Communications, Inc.	$407K	0.41%	Not reported	+22.4%	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$403K	0.41%	0.00%	+2.4%	Q4 2025
LNGCheniere Energy, Inc.	$391K	0.40%	0.00%	+0.1%	Q4 2025
APPAppLovin Corp	$377K	0.38%	0.00%	+42.9%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$375K	0.38%	0.00%	-8.8%	Q4 2025
EOGEog Resources Inc	$373K	0.38%	0.00%	-11.6%	Q4 2025
NBIXNeurocrine Biosciences Inc	$372K	0.38%	0.00%	+20.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$372K	0.38%	Not reported	+0.7%	Q4 2025
VZVerizon Communications Inc	$352K	0.36%	0.00%	-15.7%	Q4 2025
FOXAFox Corp	$351K	0.36%	601500.00%	+17.6%	Q4 2025
JNJJohnson & Johnson	$351K	0.36%	0.00%	-14.0%	Q4 2025
MRKMerck & Co., Inc.	$342K	0.35%	0.00%	-13.2%	Q4 2025
CHWYChewy, Inc.	$339K	0.34%	12538.00%	+35.8%	Q4 2025
EXELExelixis, Inc.	$336K	0.34%	0.00%	+6.9%	Q4 2025
TOSTToast, Inc.	$330K	0.34%	0.01%	New	Q1 2026
MOAltria Group, Inc.	$330K	0.34%	0.00%	-12.3%	Q4 2025
MMSIMerit Medical Systems Inc	$329K	0.34%	0.01%	+20.1%	Q4 2025
GILDGilead Sciences, Inc.	$328K	0.33%	0.00%	-13.9%	Q4 2025
CMECme Group Inc.	$327K	0.33%	0.00%	-9.6%	Q4 2025
RLRalph Lauren Corp	$327K	0.33%	Not reported	+7.7%	Q4 2025
CBOECboe Global Markets, Inc.	$327K	0.33%	0.00%	-12.0%	Q4 2025
SNASnap-on Inc	$324K	0.33%	0.00%	-8.9%	Q4 2025
PODDInsulet Corp	$320K	0.33%	0.00%	+35.0%	Q4 2025
ELANElanco Animal Health Inc	$318K	0.32%	0.00%	-4.8%	Q4 2025
TROWPrice T Rowe Group Inc	$317K	0.32%	0.00%	+12.9%	Q4 2025
HALOHalozyme Therapeutics, Inc.	$317K	0.32%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$316K	0.32%	0.00%	-5.0%	Q4 2025
TSLATesla, Inc.	$313K	0.32%	0.00%	+0.5%	Q4 2025
ITWIllinois Tool Works Inc	$309K	0.31%	0.00%	-12.3%	Q4 2025
PEPPepsico Inc	$306K	0.31%	0.00%	-8.5%	Q4 2025
ABTAbbott Laboratories	$304K	0.31%	0.00%	+18.6%	Q4 2025
VICIVici Properties Inc.	$303K	0.31%	0.00%	-2.7%	Q4 2025
CMCSAComcast Corp	$303K	0.31%	0.00%	-8.6%	Q4 2025
LLYELI LILLY & Co	$303K	0.31%	0.00%	New	Q1 2026
ACNAccenture plc	$300K	0.31%	0.00%	+22.0%	Q4 2025
PHMPultegroup Inc	$299K	0.30%	0.00%	+0.8%	Q4 2025
CLColgate Palmolive Co	$299K	0.30%	0.00%	-15.5%	Q4 2025
DECKDeckers Outdoor Corp	$296K	0.30%	0.00%	-15.5%	Q4 2025

Q4 2025Reported May 11, 202660 positions
QQQInvesco QQQ Trust, Series 1	$3.24M	3.46%	Not reported	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$924K	0.99%	Not reported	New	Q4 2025
GLDICredit Suisse AG	$798K	0.85%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$623K	0.67%	0.00%	New	Q4 2025
GLDMWorld Gold Trust	$598K	0.64%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$506K	0.54%	0.00%	New	Q4 2025
NVDANvidia Corp	$486K	0.52%	0.00%	New	Q4 2025
APPAppLovin Corp	$446K	0.48%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$417K	0.44%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$414K	0.44%	0.00%	New	Q4 2025
MUMicron Technology Inc	$392K	0.42%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$388K	0.41%	Not reported	New	Q4 2025
TSLATesla, Inc.	$376K	0.40%	0.00%	New	Q4 2025
FOXAFox Corp	$374K	0.40%	511300.00%	New	Q4 2025
FLEXFlex Ltd.	$372K	0.40%	0.00%	New	Q4 2025
DECKDeckers Outdoor Corp	$363K	0.39%	0.00%	New	Q4 2025
ZMZoom Communications, Inc.	$357K	0.38%	Not reported	New	Q4 2025
MMSIMerit Medical Systems Inc	$350K	0.37%	0.01%	New	Q4 2025
JNJJohnson & Johnson	$346K	0.37%	0.00%	New	Q4 2025
CMCSAComcast Corp	$345K	0.37%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$345K	0.37%	0.00%	New	Q4 2025
MPWRMonolithic Power Systems, Inc.	$341K	0.36%	0.00%	New	Q4 2025
USBUS Bancorp \de\	$340K	0.36%	0.00%	New	Q4 2025
CHTRCharter Communications, Inc.	$340K	0.36%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$339K	0.36%	0.00%	New	Q4 2025
SNASnap-on Inc	$338K	0.36%	0.00%	New	Q4 2025
GILDGilead Sciences, Inc.	$335K	0.36%	0.00%	New	Q4 2025
CMECme Group Inc.	$334K	0.36%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$334K	0.36%	0.00%	New	Q4 2025
ITWIllinois Tool Works Inc	$333K	0.36%	0.00%	New	Q4 2025
NBIXNeurocrine Biosciences Inc	$333K	0.36%	0.00%	New	Q4 2025
AVYAvery Dennison Corp	$333K	0.35%	0.00%	New	Q4 2025
ACNAccenture plc	$332K	0.35%	0.00%	New	Q4 2025
CBOECboe Global Markets, Inc.	$331K	0.35%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$330K	0.35%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$329K	0.35%	0.00%	New	Q4 2025
CLColgate Palmolive Co	$327K	0.35%	0.00%	New	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$324K	0.35%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$321K	0.34%	0.00%	New	Q4 2025
CFCF Industries Holdings, Inc.	$321K	0.34%	0.00%	New	Q4 2025
PODDInsulet Corp	$321K	0.34%	0.00%	New	Q4 2025
EXELExelixis, Inc.	$321K	0.34%	0.00%	New	Q4 2025
VICIVici Properties Inc.	$321K	0.34%	0.00%	New	Q4 2025
TROWPrice T Rowe Group Inc	$319K	0.34%	0.00%	New	Q4 2025
ELANElanco Animal Health Inc	$316K	0.34%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$313K	0.33%	0.00%	New	Q4 2025
RLRalph Lauren Corp	$312K	0.33%	Not reported	New	Q4 2025
GISGeneral Mills Inc	$312K	0.33%	0.00%	New	Q4 2025
KHCKraft Heinz Co	$309K	0.33%	0.00%	New	Q4 2025
PEPPepsico Inc	$309K	0.33%	0.00%	New	Q4 2025

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