Great Oak Capital Partners, LLC Portfolio Holdings
Great Oak Capital Partners, LLC
- $349 Billion
- Q2 2025
Great Oak Capital Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Billion distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $75B, Dimensional ETF Tr Dimensional with a value of $34.7B, Dimensional ETF Tr Emerging Mk with a value of $32.7B, Dimensional ETF Tr Core Fxd In with a value of $28.2B, and Dimensional ETF Tr Dimensional with a value of $27.8B.
Examining the 13F form we can see an increase of $50B in the current position value, from $299B to 349B.
Great Oak Capital Partners, LLC is based out at South Easton, MA
Below you can find more details about Great Oak Capital Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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