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Manager record

Oakmont Advisory Group, LLC

Albuquerque, NM · CIK 2115370 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$119.06MReported 13F valueQ2 2026 · as filed
526Holdings listed
+21.2%vs prior quartervalue change includes market moves
3Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $93.7M$93.7MQ4 2025116 holdingsQ1 2026: $98.2M$98.2MQ1 2026119 holdingsQ2 2026: $119.1M$119.1MQ2 2026526 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR · period Q2 2026

$119.06M · 526 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$98.20M · 119 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q4 2025

$93.71M · 116 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology