account_balance
Investment manager · 13F filer · SEC CIK 1588871
Oakworth Capital, Inc.
Reported value$2.12Bas of Sep 30, 2026
Positions973 93 new, 59 sold out
Top 10 weight58.3%IWD alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWDiShares Russell 1000 Value (mkt)
10.2%
IWFiShares Russell 1000 Growth
8.7%
VEAVanguard Ftse Developed Markets
8.0%
BNDVanguard Total Bond Market ETF
8.0%Added +3%
IWRiShares Russell Mid-cap (mkt)
6.3%
VCSHVanguard Short-term Corp Bd Idx
4.9%Added +2%
SHViShares 0-1 Year Treasury Bond
3.3%Added +3%
JPMJp Morgan Chase & Co
3.2%
IJRiShares Core S&P Small-cap (mkt)
3.0%
GLDSPDR Gold Shares (mkt)
2.8%
GOOGAlphabet Inc Sr
2.8%
AAPLApple Inc
2.5%
IWDiShares Russell 1000 Value (mkt)
10.2%
IWFiShares Russell 1000 Growth
8.7%
VEA8.0%
BND8.0%
IWR6.3%
VCSH4.9%
SHV3.3%
JPM3.2%IJR3.0%
GLD2.8%GOOG2.8%AAPL2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWD iShares Russell 1000 Value (mkt) 10.2% Held
IWF iShares Russell 1000 Growth 8.7% Held
VEA Vanguard Ftse Developed Markets 8.0% Held
BND Vanguard Total Bond Market ETF 8.0% Added +3%
IWR iShares Russell Mid-cap (mkt) 6.3% Held
VCSH Vanguard Short-term Corp Bd Idx 4.9% Added +2%
SHV iShares 0-1 Year Treasury Bond 3.3% Added +3%
JPM Jp Morgan Chase & Co 3.2% HeldIJR iShares Core S&P Small-cap (mkt) 3.0% Held
GLD SPDR Gold Shares (mkt) 2.8% HeldGOOG Alphabet Inc Sr 2.8% HeldAAPL Apple Inc 2.5% HeldWhat changed