Sageoak Financial, LLC - Q42025 Holdings

Sageoak Financial, LLC holds 33 stocks with a total portfolio value of $ 138.18M as of Q42025. In Q42025, Sageoak Financial, LLC added 33 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 21.61% of the total portfolio.