Sage Oak Financial, LLC Portfolio Holdings

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025

Sage Oak Financial, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $27.3B, Dimensional ETF Trust with a value of $17.6B, Dimensional ETF Tr Short Durat with a value of $17B, Dimensional ETF Tr Dimensional with a value of $12.3B, and Dimensional ETF Trust with a value of $11.2B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $113B to 125B.

Sage Oak Financial, LLC is based out at Tulsa, OK

Below you can find more details about Sage Oak Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $80.3 Billion
Energy: $1.98 Billion
Utilities: $720 Million
Industrials: $500 Million
Consumer Defensive: $423 Million
Technology: $396 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $125 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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