# EDGAR Filing Document

**Accession Number:** 0001844024
**File Stem:** 0001941040-26-000290
**Filing Date:** 2026-5
**Character Count:** 11801
**Document Hash:** d76fbf244247e244fe35c9a8fb1a1df9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001941040-26-000290.hdr.sgml**: 20260501

**ACCESSION NUMBER**: 0001941040-26-000290

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260501

**DATE AS OF CHANGE**: 20260501

**EFFECTIVENESS DATE**: 20260501

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Oakwell Private Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001844024

**ORGANIZATION NAME:**
- **EIN:** 454479773
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20653
- **FILM NUMBER:** 26931655

**BUSINESS ADDRESS:**
- **STREET 1:** 3200 STECK AVE
- **STREET 2:** STE 200
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78757
- **BUSINESS PHONE:** 512-640-3610

**MAIL ADDRESS:**
- **STREET 1:** 3200 STECK AVE
- **STREET 2:** STE 200
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78757

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Oakwell Private Wealth Management LLC<br>**Address:** 3200 Steck Ave<br>Ste 200<br>Austin, TX 78757

**Form 13F File Number:** 028-20653

**CRD Number (if applicable):** 000162096

**SEC File Number (if applicable):** 801-110263

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:** Audrey Westfall<br>**Title:** Chief Compliance Officer<br>**Phone:** 512-640-3610

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

Audrey Westfall  Austin, TX  05-01-2026<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:** 79

**Form 13F Information Table Value Total:** $560202644

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 218795 | 1006 | SH |  | SOLE |  | 0 | 0 | 1006 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1029012 | 5058 | SH |  | SOLE |  | 0 | 0 | 5058 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2718166 | 9453 | SH |  | SOLE |  | 0 | 0 | 9453 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 969640 | 3380 | SH |  | SOLE |  | 0 | 0 | 3380 |
| AMAZON COM INC | COM | 023135106 |  | 1330608 | 6389 | SH |  | SOLE |  | 0 | 0 | 6389 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 28378861 | 256892 | SH |  | SOLE |  | 0 | 0 | 256892 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 757025 | 6809 | SH |  | SOLE |  | 0 | 0 | 6809 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 18964209 | 189908 | SH |  | SOLE |  | 0 | 0 | 189908 |
| APPLE INC | COM | 037833100 |  | 2493642 | 9826 | SH |  | SOLE |  | 0 | 0 | 9826 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 200026 | 11100 | SH |  | SOLE |  | 0 | 0 | 11100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1536833 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| BROADCOM INC | COM | 11135F101 |  | 519584 | 1679 | SH |  | SOLE |  | 0 | 0 | 1679 |
| CATERPILLAR INC | COM | 149123101 |  | 286218 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| CHEVRON CORPORATION | COM | 166764100 |  | 353799 | 1710 | SH |  | SOLE |  | 0 | 0 | 1710 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1043663 | 26857 | SH |  | SOLE |  | 0 | 0 | 26857 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 271115 | 7981 | SH |  | SOLE |  | 0 | 0 | 7981 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 38665454 | 1119116 | SH |  | SOLE |  | 0 | 0 | 1119116 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 |  | 15999448 | 305039 | SH |  | SOLE |  | 0 | 0 | 305039 |
| ELI LILLY  CO | COM | 532457108 |  | 589819 | 641 | SH |  | SOLE |  | 0 | 0 | 641 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 593640 | 3499 | SH |  | SOLE |  | 0 | 0 | 3499 |
| GLOBE LIFE INC | COM | 37959E102 |  | 974329 | 7001 | SH |  | SOLE |  | 0 | 0 | 7001 |
| IES HOLDINGS INC | COM | 44951W106 |  | 492194 | 1033 | SH |  | SOLE |  | 0 | 0 | 1033 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 432762 | 1821 | SH |  | SOLE |  | 0 | 0 | 1821 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5759560 | 9979 | SH |  | SOLE |  | 0 | 0 | 9979 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 259261 | 3717 | SH |  | SOLE |  | 0 | 0 | 3717 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 7578538 | 83713 | SH |  | SOLE |  | 0 | 0 | 83713 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1392662 | 5803 | SH |  | SOLE |  | 0 | 0 | 5803 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 3737506 | 37130 | SH |  | SOLE |  | 0 | 0 | 37130 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 581298 | 8608 | SH |  | SOLE |  | 0 | 0 | 8608 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 29275252 | 235502 | SH |  | SOLE |  | 0 | 0 | 235502 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4340639 | 6645 | SH |  | SOLE |  | 0 | 0 | 6645 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 592696 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 202114 | 474 | SH |  | SOLE |  | 0 | 0 | 474 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2274408 | 9171 | SH |  | SOLE |  | 0 | 0 | 9171 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1821022 | 18748 | SH |  | SOLE |  | 0 | 0 | 18748 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 16430365 | 115357 | SH |  | SOLE |  | 0 | 0 | 115357 |
| ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 |  | 4642954 | 52534 | SH |  | SOLE |  | 0 | 0 | 52534 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 536004 | 10514 | SH |  | SOLE |  | 0 | 0 | 10514 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 8720955 | 174454 | SH |  | SOLE |  | 0 | 0 | 174454 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2513826 | 8546 | SH |  | SOLE |  | 0 | 0 | 8546 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 374430 | 11167 | SH |  | SOLE |  | 0 | 0 | 11167 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 206038 | 350 | SH |  | SOLE |  | 0 | 0 | 350 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1464199 | 2559 | SH |  | SOLE |  | 0 | 0 | 2559 |
| MICROSOFT CORP | COM | 594918104 |  | 2830291 | 7646 | SH |  | SOLE |  | 0 | 0 | 7646 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10474802 | 60062 | SH |  | SOLE |  | 0 | 0 | 60062 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 410215 | 6311 | SH |  | SOLE |  | 0 | 0 | 6311 |
| ORACLE CORP | COM | 68389X105 |  | 1182923 | 8041 | SH |  | SOLE |  | 0 | 0 | 8041 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 420848 | 2877 | SH |  | SOLE |  | 0 | 0 | 2877 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 873034 | 16728 | SH |  | SOLE |  | 0 | 0 | 16728 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 1212623 | 25944 | SH |  | SOLE |  | 0 | 0 | 25944 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 2311475 | 70151 | SH |  | SOLE |  | 0 | 0 | 70151 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 9389675 | 386884 | SH |  | SOLE |  | 0 | 0 | 386884 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 10791154 | 433206 | SH |  | SOLE |  | 0 | 0 | 433206 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 360839 | 11655 | SH |  | SOLE |  | 0 | 0 | 11655 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1092876 | 43541 | SH |  | SOLE |  | 0 | 0 | 43541 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 8390869 | 327257 | SH |  | SOLE |  | 0 | 0 | 327257 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1965183 | 67579 | SH |  | SOLE |  | 0 | 0 | 67579 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 545422 | 4104 | SH |  | SOLE |  | 0 | 0 | 4104 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 344658 | 7550 | SH |  | SOLE |  | 0 | 0 | 7550 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R721 |  | 200403 | 4420 | SH |  | SOLE |  | 0 | 0 | 4420 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A284 |  | 2898712 | 116884 | SH |  | SOLE |  | 0 | 0 | 116884 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 382260 | 7911 | SH |  | SOLE |  | 0 | 0 | 7911 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 1480383 | 15652 | SH |  | SOLE |  | 0 | 0 | 15652 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 1946220 | 24617 | SH |  | SOLE |  | 0 | 0 | 24617 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 207055 | 318 | SH |  | SOLE |  | 0 | 0 | 318 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 210205 | 622 | SH |  | SOLE |  | 0 | 0 | 622 |
| TESLA INC | COM | 88160R101 |  | 533833 | 1436 | SH |  | SOLE |  | 0 | 0 | 1436 |
| TYSON FOODS INC | CL A | 902494103 |  | 227090 | 3544 | SH |  | SOLE |  | 0 | 0 | 3544 |
| UNION PAC CORP | COM | 907818108 |  | 335708 | 1384 | SH |  | SOLE |  | 0 | 0 | 1384 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 313621 | 818 | SH |  | SOLE |  | 0 | 0 | 818 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 324482 | 6753 | SH |  | SOLE |  | 0 | 0 | 6753 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1221338 | 2044 | SH |  | SOLE |  | 0 | 0 | 2044 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 187307422 | 583858 | SH |  | SOLE |  | 0 | 0 | 583858 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5578392 | 103208 | SH |  | SOLE |  | 0 | 0 | 103208 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 8541683 | 103223 | SH |  | SOLE |  | 0 | 0 | 103223 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 9563161 | 120640 | SH |  | SOLE |  | 0 | 0 | 120640 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 72234029 | 1127248 | SH |  | SOLE |  | 0 | 0 | 1127248 |
| VISA INC | COM CL A | 92826C839 |  | 1631567 | 5398 | SH |  | SOLE |  | 0 | 0 | 5398 |
| WALMART INC | COM | 931142103 |  | 945624 | 7609 | SH |  | SOLE |  | 0 | 0 | 7609 |

---