Oath Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists the firm's principal executive officer as Rodney Yancy, with a business address located at 1214 E 33rd St in Tulsa, Oklahoma.
The portfolio consists of 74 individual securities. The largest holding by number of shares is Victory Portfolios II Core Bd ETF, which accounts for 419,333 shares. Other significant positions include Vanguard Total Bond Market Index Fds, with 506,640 shares, and Vanguard Index Fds S&P 500 ETF Shs, which holds 23,670 shares.
The filing indicates that all positions are held in a sole capacity, with no shared ownership reported. The report was signed by Rodney Yancy on October 20, 2026.
