OAKWORTH CAPITAL, INC.

OAKWORTH CAPITAL, INC. is an Investment Adviser institutional filer with the SEC under CIK 1588871, reporting 939 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: AL
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-22

Top 10 portfolio positions

The largest reported holdings in OAKWORTH CAPITAL, INC.'s most recent 13F filing, ranked by reported market value.

1. ISHARES RUSSELL 1000 VALUE (MKT) (IWD)
2. ISHARES RUSSELL 1000 GROWTH (IWF)
3. VANGUARD TOTAL BOND MARKET ETF (BND)
4. VANGUARD DEVELOPED MARKETS INDEX FUND (VEA)
5. ISHARES RUSSELL MID-CAP (MKT) (IWR)
6. VANGUARD SHORT-TERM CORP BD IDX (VCSH)
7. ISHARES CORE S&P SMALL-CAP ETF (IJR)
8. ISHARES 0-1 YEAR TREASURY BOND (SHV)
9. JP MORGAN CHASE & CO (JPM)
10. ALPHABET INC CAP STK CL C (GOOG)