Oakwell Private Wealth Management, LLC has submitted its latest 13F-HR report, detailing its investment portfolio as of September 30, 2026. The report shows a total portfolio value of approximately $656.58 million, reflecting the firm's strategic investment decisions in various sectors.

This filing is significant as it provides insight into Oakwell's investment strategies and holdings. The firm has made substantial investments in notable companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. These positions highlight Oakwell's focus on technology and consumer sectors, which are pivotal in today's market.

Founded and based in Austin, Texas, Oakwell Private Wealth Management operates within the financial services industry. The firm is registered with the SEC and is categorized under the 13F filing requirements, which obligate institutional investment managers to disclose their equity holdings on a quarterly basis.

According to the filing, the report period reflects the firm's investment activities over the last quarter. The total number of reported holdings stands at 83, indicating a diversified approach to asset management.

Among the key holdings, Oakwell has invested in:

  • Apple Inc. - 11,821 shares valued at approximately $3,936,658
  • Amazon.com Inc. - 7,810 shares valued at approximately $1,945,787
  • Alphabet Inc. (Class A and C) - 9,685 shares of Class A and 3,959 shares of Class C, demonstrating a strong position in the tech giant.

Other notable investments include significant positions in companies such as NVIDIA Corporation, Microsoft Corporation, and Tesla Inc. These holdings reflect Oakwell's commitment to growth sectors that are expected to perform well in the current economic climate.

The filing, accession number 0001941040-26-000808, was submitted on November 6, 2026, and is part of Oakwell's ongoing transparency efforts to inform stakeholders about its investment strategies and portfolio performance.

As the wealth management industry continues to adapt to changing market conditions, Oakwell's disclosures may influence investor sentiment and competitive strategies among peers. The firm’s focus on technology and consumer sectors aligns with broader trends in the financial services industry, where digital transformation and consumer engagement are increasingly prioritized.

Looking ahead, it remains to be seen how Oakwell will adjust its investment strategies in response to market dynamics and evolving client needs. The firm has previously filed several 13F-HR reports, indicating a consistent approach to portfolio management and investor communication.

Overall, this latest filing underscores Oakwell Private Wealth Management's position as a significant player in the financial services sector, with a keen focus on technology and consumer investments.