OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 60K | $10.47M |
 | KMI | 11K | $374.43K |
 | ARCC | 11K | $200.03K |
 | AAPL | 10K | $2.49M |
 | GOOGL | 9K | $2.72M |
 | JPM | 9K | $2.51M |
 | ORCL | 8K | $1.18M |
 | MSFT | 8K | $2.83M |
 | WMT | 8K | $945.62K |
 | GL | 7K | $974.33K |
 | AMZN | 6K | $1.33M |
 | OXY | 6K | $410.21K |
 | V | 5K | $1.63M |
 | AMD | 5K | $1.03M |
 | TSN | 4K | $227.09K |
 | XOM | 3K | $593.64K |
 | GOOG | 3K | $969.64K |
 | BRK-B | 3K | $1.54M |
 | PLTR | 3K | $420.85K |
 | META | 3K | $1.46M |
NVIDIA Corporation
NVDA
Shares Held
60K
Value
$10.47M
Kinder Morgan, Inc.
KMI
Shares Held
11K
Value
$374.43K
Ares Capital Corporation
ARCC
Shares Held
11K
Value
$200.03K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.49M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.72M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.51M
Oracle Corporation
ORCL
Shares Held
8K
Value
$1.18M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$2.83M
Walmart Inc.
WMT
Shares Held
8K
Value
$945.62K
Globe Life Inc.
GL
Shares Held
7K
Value
$974.33K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.33M
Occidental Petroleum Corporation
OXY
Shares Held
6K
Value
$410.21K
Visa Inc.
V
Shares Held
5K
Value
$1.63M
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$1.03M
Tyson Foods, Inc.
TSN
Shares Held
4K
Value
$227.09K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$593.64K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$969.64K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.54M
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$420.85K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.46M