Great Oak Capital Partners, LLC - Q42025 Holdings

Great Oak Capital Partners, LLC holds 44 stocks with a total portfolio value of $ 398.69M as of Q42025. In Q42025, Great Oak Capital Partners, LLC added 6 new positions, increased stakes in 20 stocks, reduced 14 holdings, and fully exited 6 positions. The largest holding is Dimensional Etf Trust (DFAT), representing 21.04% of the total portfolio.