OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 43K | $7.96M |
 | KMI | 12K | $342.24K |
 | ARCC | 11K | $226.56K |
 | AAPL | 10K | $2.51M |
 | GOOGL | 8K | $2.05M |
 | OXY | 8K | $374.41K |
 | JPM | 7K | $2.36M |
 | MSFT | 7K | $3.79M |
 | GL | 7K | $1.00M |
 | WMT | 7K | $704.60K |
 | AMZN | 6K | $1.41M |
 | ORCL | 6K | $1.75M |
 | AMD | 5K | $800.10K |
 | V | 5K | $1.60M |
 | XOM | 4K | $433.30K |
 | PLTR | 4K | $646.68K |
 | BRK-B | 3K | $1.54M |
 | GOOG | 3K | $740.94K |
 | AVGO | 3K | $931.34K |
 | CVX | 3K | $425.50K |
NVIDIA Corporation
NVDA
Shares Held
43K
Value
$7.96M
Kinder Morgan, Inc.
KMI
Shares Held
12K
Value
$342.24K
Ares Capital Corporation
ARCC
Shares Held
11K
Value
$226.56K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.51M
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.05M
Occidental Petroleum Corporation
OXY
Shares Held
8K
Value
$374.41K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.36M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.79M
Globe Life Inc.
GL
Shares Held
7K
Value
$1.00M
Walmart Inc.
WMT
Shares Held
7K
Value
$704.60K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.41M
Oracle Corporation
ORCL
Shares Held
6K
Value
$1.75M
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$800.10K
Visa Inc.
V
Shares Held
5K
Value
$1.60M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$433.30K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$646.68K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.54M
Alphabet Inc.
GOOG
Shares Held
3K
Value
$740.94K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$931.34K
Chevron Corporation
CVX
Shares Held
3K
Value
$425.50K