Oath Planning, LLC
•CIK: 2109944•Filing: Q4 2025
**Oath Planning, LLC** manages $101M across a diversified portfolio of 68 positions. The fund exhibits notable concentration in digital assets and established indices, highlighted by top holdings including BSV at $10.9M and UITB at $10.5M. Further allocations include significant exposure to broad market ETFs like VOO ($9.7M) and VBR ($8.0M). This structure suggests a tactical blend of high-growth digital assets alongside core, diversified equity market exposure.
Total AUM
$101.3M
QoQ Performance
N/A
Positions
34
Top 10 Concentration
62.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BSV
UITB
VOO
VBR
DFAC
BSV10.7%
UITB10.4%
VOO9.5%
VBR7.9%
DFAC5.5%
AVDV4.8%
FNDF4.1%
FRDM3.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other84.1%
ETF11.4%
Technology2.3%
Consumer1.4%
Energy0.6%
Healthcare0.2%