GREAT OAK CAPITAL PARTNERS, LLC - Portfolio overview

GREAT OAK CAPITAL PARTNERS, LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 21.40%
2. DFEM - DIMENSIONAL ETF TRUST, 9.33%
3. DUHP - DIMENSIONAL ETF TRUST, 9.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.