Oakmont Partners LLC
RIA/Wealth
Oakmont Partners LLC is a RIA/Wealth based in Palm Beach Gardens, FL led by Peter John Raimondi, reporting $6.3B in AUM as of Q3 2025 with 34% ETF concentration and 19% allocation to KLAC.
CEOPeter John Raimondi
- Portfolio Value
- $4.9B
- Positions
- 643
- Top Holding
- KLAC at 19.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Oakmont Partners LLC's portfolio (38% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $941.7M | 19.13% | -$1.2M Sold | 0.66% 873.1K shares | |
ETF ETF | $178.0M | 3.62% | -$2.5M Sold | — 265.9K shares | |
Consumer Electronics Technology | $147.7M | 3.00% | -$539.6K Sold | 0.00% 580.0K shares | |
Software - Infrastructure Technology | $122.2M | 2.48% | -$4.9M Sold | 0.00% 236.0K shares | |
ETF ETF | $119.1M | 2.42% | +$2.1M Bought | — 1.3M shares | |
Specialty Retail Consumer Cyclical | $77.6M | 1.58% | -$7.4M Sold | 0.00% 353.3K shares | |
Banks - Diversified Financial Services | $75.4M | 1.53% | -$4.3M Sold | 0.01% 238.9K shares | |
ETF ETF | $71.7M | 1.46% | -$413.5K Sold | — 377.9K shares | |
Semiconductors Technology | $69.3M | 1.41% | -$9.2M Sold | 0.00% 371.4K shares | |
ETF ETF | $66.2M | 1.34% | +$12.4M Bought | — 99.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Oakmont Partners LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Oakmont Partners LLC
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