SageOak Financial, LLC
Q1 2026 13F Holdings
- Locationtulsa, OK
- Num holdings
35
- Value ($000)
$142,342
- Date Filed 05/11/2026
- Form type13F-HR
- CIK 0002055829
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $29.99M | 21 % | 771,832 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $19.48M | 14 % | 270,193 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $19.21M | 14 % | 401,283 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.65M | 10 % | 384,266 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.44M | 9 % | 294,536 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 | $12.43M | 9 % | 237,067 | ||
DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $7.11M | 5 % | 131,266 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $6.19M | 4 % | 179,217 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $1.77M | 1 % | 66,544 | ||
NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | $1.75M | 1 % | 46,690 |
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