SageOak Financial, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    tulsa, OK
  • CIK
    0002055829
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

32

$125.02M
DFAC, DCOR, DFSD, DFIC
13F-HR
Aug 8, 2025
000175496025000553

32

$112.80M
DFAC, DFSD, DCOR, DFGX
13F-HR
May 2, 2025
000175496025000270

45

$109.45M
DFAC, DFSD, DCOR, DFIC
13F-HR
Feb 10, 2025
000175496025000120
Sageoak Financial, Llc 13F Filings