SageOak Financial, LLC
Q4 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
33
- Value ($000)
$138,177
- Date Filed02/13/2026
- Form type13F-HR
- CIK0002055829
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $29.86M | 22 % | 754,119 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $19.48M | 14 % | 264,499 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $19.05M | 14 % | 397,214 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.6M | 10 % | 394,752 | ||
DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $12.3M | 9 % | 233,602 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $12.24M | 9 % | 287,570 | ||
DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $6.78M | 5 % | 124,996 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $6.03M | 4 % | 182,310 | ||
TIDAL TRUST I | SP FDS S&P 500 | 886364801 | $1.79M | 1 % | 34,999 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $1.72M | 1 % | 64,925 |
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