Oakwell Private Wealth Management, LLC

RIA/Wealth

Oakwell Private Wealth Management, LLC is a RIA/Wealth led by Deon Maryann Blaney, managing $497.9M across 78 long positions as of Q3 2025 with 93% ETF concentration, 75% concentrated in top 10 holdings, and 34% allocation to VTI.

Managing PartnerDeon Maryann Blaney

Portfolio Value: $497.9M
Positions: 78
Top Holding: VTI at 34.05%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Oakwell Private Wealth Management, LLC's portfolio (75.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$169.5M	34.05%	+$7.1M Bought	— 516.6K shares	Q4 2020 Held for 4y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$60.4M	12.14%	+$2.7M Bought	— 1.0M shares	Q4 2020 Held for 4y 11m
3 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$33.0M	6.63%	+$765.9K Bought	— 1.0M shares	Q1 2023 Held for 2y 8m
4 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$25.1M	5.04%	+$758.4K Bought	— 211.0K shares	Q4 2020 Held for 4y 11m
5 Avantis U.S. Small Cap Value AVUV	ETF ETF	$22.5M	4.52%	+$1.1M Bought	— 226.1K shares	Q2 2021 Held for 4y 5m
6 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$16.8M	3.38%	-$209.9K Sold	— 115.4K shares	Q4 2020 Held for 4y 11m
7 Avantis International Small Cap Value AVDV	ETF ETF	$15.6M	3.13%	+$429.0K Bought	— 175.0K shares	Q3 2021 Held for 4y 2m
8 DFGX Dimensional Global ex US Core Fixed Income DFGX	ETF ETF	$14.1M	2.84%	+$14.1M New	— 261.8K shares	Q3 2025 Held for 2 months
9 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$9.4M	1.90%	+$676.8K Bought	— 375.9K shares	Q4 2020 Held for 4y 11m
10 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$8.6M	1.73%	-$9.1K Sold	— 327.8K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Oakwell Private Wealth Management, LLC's latest filing

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Market Value

$497.9M

Prior: $434.2M

Q/Q Change

+14.67%

+$63.7M

Net Flows % of MV

+6.12%

Turnover Ratio

4.93%

New Purchases

5 stocks

$24.0M

Added To

23 stocks

+$15.6M

Sold Out Of

2 stocks

$1.1M

Reduced Holdings

26 stocks

-$8.0M

Increased Positions

Position	Shares Δ	Change
1 DFGX Dimensional Global ex US Core Fixed Income DFGX	New	0 → 261.8K +$14.1M
2 SCHO Schwab Short-Term U.S. Treasury SCHO	New	0 → 336.3K +$8.2M
3 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	New	0 → 16.7K +$874.5K
4 MicroStrategy MSTR	New	0 → 1.6K +$521.3K
5 Martin Marietta Materials MLM	New	0 → 350.0 +$220.6K

Decreased Positions

Position	Shares Δ	Change
1 S&P Global SPGI	Sold	1.7K → 0 −$922.2K
2 Palo Alto Networks, Inc. PANW	Sold	995.0 → 0 −$203.6K
3 Tesla, Inc. TSLA	-46.21%	2.6K → 1.4K −$542.1K
4 Vanguard Intermediate-Term Corporate Bond VCIT	-45.51%	166.5K → 90.7K −$6.4M
5 TFI SPDR Nuveen Bloomberg Municipal Bond TFI	-13.85%	5.2K → 4.5K −$32.9K