Oath Planning, LLC has disclosed its latest 13F-HR filing, revealing a total value of $154.1 million in securities as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various sectors, which may influence the broader asset management industry.
Oath Planning, LLC, incorporated in Oklahoma, is categorized under the asset management sector. The firm has been active in reporting its holdings, with its most recent filing dated October 20, 2026. The company has previously submitted similar filings, indicating a consistent approach to managing its investment portfolio.
The filing details that Oath Planning holds a total of 74 different securities, with a reported total value of $154,120,081. This diverse portfolio includes major companies such as Amazon, Apple, and NVIDIA, showcasing the firm's strategic investments in well-established firms across various industries.
"The filing reflects a continued commitment to managing diversified investments in the current market landscape," said Rodney Yancy, Chief Compliance Officer of Oath Planning.
Oath Planning's latest filing may affect its investors and stakeholders, as it highlights the company’s strategic positioning in the market. The reported holdings can influence investor sentiment and may provide insights into the firm's future investment decisions.
Looking ahead, Oath Planning may continue to provide updates through future filings, as it maintains its focus on managing its investment portfolio effectively. The next filing is anticipated as the company continues to navigate the complexities of the financial markets.