SageOak Financial, LLC - Portfolio overview

SageOak Financial, LLC has 36 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Utilities.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 20.91%
2. DCOR - DIMENSIONAL ETF TRUST, 13.58%
3. DFSD - DIMENSIONAL ETF TRUST, 13.39%

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.