SageOak Financial, LLC: summary

SageOak Financial, LLC reported 35 positions with a reported value of $153.71M in its 13F for Q3 2026. Compared with Q2 2026: 3 new positions, 5 exited.

Top positions

• DIMENSIONAL ETF TRUST
• DFA US Core Equity 1 ETF
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
• NORTHERN LTS FD TR IV
• SP Funds S&P 500 Sharia Industry Exclusions ETF