# EDGAR Filing Document

**Accession Number:** 0002109944
**File Stem:** 0002109944-26-000001
**Filing Date:** 2026-2
**Character Count:** 11424
**Document Hash:** 37cdd621655267fb0c3283a94c92300a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002109944-26-000001.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0002109944-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260211

**EFFECTIVENESS DATE**: 20260212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Oath Planning, LLC
- **CENTRAL INDEX KEY:** 0002109944

**ORGANIZATION NAME:**
- **EIN:** 832170135
- **STATE OF INCORPORATION:** OK
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26241
- **FILM NUMBER:** 26622952

**BUSINESS ADDRESS:**
- **STREET 1:** 1214 E 33RD ST
- **CITY:** TULSA
- **STATE:** OK
- **ZIP:** 74105
- **BUSINESS PHONE:** 8885344330

**MAIL ADDRESS:**
- **STREET 1:** 1214 E 33RD ST
- **CITY:** TULSA
- **STATE:** OK
- **ZIP:** 74105

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Oath Planning LLC<br>**Address:** 1214 E 33RD ST<br>TULSA, OK 74105

**Form 13F File Number:** 028-26241

**CRD Number (if applicable):** 000299187

**SEC File Number (if applicable):** 801-128168

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rodney Yancy<br>**Title:** CCO<br>**Phone:** 888-534-4330

**Signature, Place, and Date of Signing:**

/s/Rodney Yancy  Tulsa, OK  02-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $101331695

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 273442 | 1184 | SH |  | SOLE |  | 0 | 0 | 1184 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | BBG00Q9MR7Z1 | 4888832 | 52025 | SH |  | SOLE |  | 0 | 0 | 52025 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 246055 | 2413 | SH |  | SOLE |  | 0 | 0 | 2413 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 585858 | 2155 | SH |  | SOLE |  | 0 | 0 | 2155 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | BBG001S9Z3V8 | 2128256 | 44237 | SH |  | SOLE |  | 0 | 0 | 44237 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | BBG017159MD8 | 671389 | 20296 | SH |  | SOLE |  | 0 | 0 | 20296 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | BBG01BN60P09 | 509847 | 19298 | SH |  | SOLE |  | 0 | 0 | 19298 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 1430756 | 28672 | SH |  | SOLE |  | 0 | 0 | 28672 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | BBG01631TNW2 | 446154 | 12947 | SH |  | SOLE |  | 0 | 0 | 12947 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | BBG01633Y2Y6 | 950752 | 25020 | SH |  | SOLE |  | 0 | 0 | 25020 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | BBG01254JDW6 | 417357 | 8704 | SH |  | SOLE |  | 0 | 0 | 8704 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | BBG00Y2JG0C0 | 409968 | 8760 | SH |  | SOLE |  | 0 | 0 | 8760 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 5601268 | 141482 | SH |  | SOLE |  | 0 | 0 | 141482 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 259631 | 6827 | SH |  | SOLE |  | 0 | 0 | 6827 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 1279095 | 27454 | SH |  | SOLE |  | 0 | 0 | 27454 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | BBG011DXXVM0 | 212839 | 3055 | SH |  | SOLE |  | 0 | 0 | 3055 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | BBG015DG3GG1 | 252562 | 7679 | SH |  | SOLE |  | 0 | 0 | 7679 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 338485 | 5685 | SH |  | SOLE |  | 0 | 0 | 5685 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | BBG012G2PD33 | 517671 | 15816 | SH |  | SOLE |  | 0 | 0 | 15816 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | BBG01FN0H876 | 2510072 | 107728 | SH |  | SOLE |  | 0 | 0 | 107728 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | BBG00P7KKMR2 | 3746081 | 73066 | SH |  | SOLE |  | 0 | 0 | 73066 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | BBG001S6KBQ8 | 336428 | 960 | SH |  | SOLE |  | 0 | 0 | 960 |
| EQT CORP | COM | 26884L109 | BBG001S5QXJ4 | 214405 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 596947 | 4961 | SH |  | SOLE |  | 0 | 0 | 4961 |
| HEICO CORP NEW | CL A | 422806208 | BBG001S96YM2 | 1062420 | 4209 | SH |  | SOLE |  | 0 | 0 | 4209 |
| HEICO CORP NEW | COM | 422806109 | BBG001S5RVC4 | 2117249 | 6543 | SH |  | SOLE |  | 0 | 0 | 6543 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 213769 | 621 | SH |  | SOLE |  | 0 | 0 | 621 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 707263 | 2388 | SH |  | SOLE |  | 0 | 0 | 2388 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 | BBG00KJR2B26 | 251294 | 4239 | SH |  | SOLE |  | 0 | 0 | 4239 |
| INVESCO EXCHANGE TRADED FD T | S SMCP VLU MNT | 46137V480 | BBG001SJW5Z0 | 787345 | 13779 | SH |  | SOLE |  | 0 | 0 | 13779 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 214537 | 349 | SH |  | SOLE |  | 0 | 0 | 349 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | BBG001SSD812 | 329276 | 2759 | SH |  | SOLE |  | 0 | 0 | 2759 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 592689 | 6625 | SH |  | SOLE |  | 0 | 0 | 6625 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 389230 | 2618 | SH |  | SOLE |  | 0 | 0 | 2618 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 210652 | 308 | SH |  | SOLE |  | 0 | 0 | 308 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 440091 | 4406 | SH |  | SOLE |  | 0 | 0 | 4406 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | BBG001SSD858 | 368226 | 6963 | SH |  | SOLE |  | 0 | 0 | 6963 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 588297 | 2962 | SH |  | SOLE |  | 0 | 0 | 2962 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | BBG001S56277 | 313968 | 1733 | SH |  | SOLE |  | 0 | 0 | 1733 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 307752 | 1451 | SH |  | SOLE |  | 0 | 0 | 1451 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 213704 | 1033 | SH |  | SOLE |  | 0 | 0 | 1033 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 415046 | 1358 | SH |  | SOLE |  | 0 | 0 | 1358 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1026028 | 5501 | SH |  | SOLE |  | 0 | 0 | 5501 |
| ONEOK INC NEW | COM | 682680103 | BBG001S5TWK1 | 210725 | 2867 | SH |  | SOLE |  | 0 | 0 | 2867 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | BBG001S5V947 | 3186681 | 15267 | SH |  | SOLE |  | 0 | 0 | 15267 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | BBG0051K49J8 | 4118292 | 91092 | SH |  | SOLE |  | 0 | 0 | 91092 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 1232773 | 51280 | SH |  | SOLE |  | 0 | 0 | 51280 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | BBG001T6L7C0 | 522327 | 11472 | SH |  | SOLE |  | 0 | 0 | 11472 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 | BBG00B597137 | 1304273 | 32324 | SH |  | SOLE |  | 0 | 0 | 32324 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 398790 | 2770 | SH |  | SOLE |  | 0 | 0 | 2770 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1072275 | 2706 | SH |  | SOLE |  | 0 | 0 | 2706 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 | BBG001TC9HP5 | 364207 | 5861 | SH |  | SOLE |  | 0 | 0 | 5861 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 1694805 | 2485 | SH |  | SOLE |  | 0 | 0 | 2485 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | BBG004T58LZ5 | 369487 | 7885 | SH |  | SOLE |  | 0 | 0 | 7885 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | BBG001SG4284 | 243344 | 4283 | SH |  | SOLE |  | 0 | 0 | 4283 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 10857547 | 137769 | SH |  | SOLE |  | 0 | 0 | 137769 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 778000 | 1595 | SH |  | SOLE |  | 0 | 0 | 1595 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 324322 | 1118 | SH |  | SOLE |  | 0 | 0 | 1118 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 309532 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 9674060 | 15426 | SH |  | SOLE |  | 0 | 0 | 15426 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 7982359 | 37690 | SH |  | SOLE |  | 0 | 0 | 37690 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 3055498 | 15998 | SH |  | SOLE |  | 0 | 0 | 15998 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | BBG001T2YZG9 | 226824 | 1608 | SH |  | SOLE |  | 0 | 0 | 1608 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 476406 | 9632 | SH |  | SOLE |  | 0 | 0 | 9632 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 2321894 | 38743 | SH |  | SOLE |  | 0 | 0 | 38743 |
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 | BBG00HZ6RB06 | 10501299 | 221758 | SH |  | SOLE |  | 0 | 0 | 221758 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 474539 | 4260 | SH |  | SOLE |  | 0 | 0 | 4260 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | BBG001S6DSP0 | 258450 | 2199 | SH |  | SOLE |  | 0 | 0 | 2199 |

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