Great Oak Capital Partners, LLC - Q12026 Holdings

Great Oak Capital Partners, LLC holds 47 stocks with a total portfolio value of $ 429.82M as of Q12026. In Q12026, Great Oak Capital Partners, LLC added 5 new positions, increased stakes in 26 stocks, reduced 14 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFAT), representing 21.56% of the total portfolio.