Oakworth Capital
$1.9B Assets Reported
891 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE (MKT) | 862,297 | $184M | 9.8% |
| BND | VANGUARD TOTAL BOND MARKET ETF | 2,206,842 | $163M | 8.6% |
| IWF | ISHARES RUSSELL 1000 GROWTH | 360,833 | $154M | 8.1% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 2,337,244 | $150M | 7.9% |
| IWR | ISHARES RUSSELL MID-CAP (MKT) | 1,215,916 | $118M | 6.3% |
| VCSH | VANGUARD SHORT-TERM CORP BD IDX | 1,260,594 | $100M | 5.3% |
| SHV | ISHARES 0-1 YEAR TREASURY BOND | 698,718 | $77M | 4.1% |
| JPM | JP MORGAN CHASE & CO | 200,723 | $59M | 3.1% |
| GLD | SPDR GOLD SHARES (MKT) | 135,959 | $59M | 3.1% |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 456,736 | $57M | 3.0% |
Track Oakworth Capital's 13F portfolio: $1.9B in reported holdings, 891 positions. Top holdings, AUM, and quarterly changes on SentiSense.