Sageoak Financial, LLC - Q12026 Holdings

Sageoak Financial, LLC holds 35 stocks with a total portfolio value of $ 142.34M as of Q12026. In Q12026, Sageoak Financial, LLC added 3 new positions, increased stakes in 14 stocks, reduced 12 holdings, and fully exited 1 position. The largest holding is Dimensional Etf Trust (DFAC), representing 21.07% of the total portfolio.