Sage Oak Financial, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 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 $29.7B, Dimensional ETF Trust with a value of $19.4B, Dimensional ETF Tr Short Durat with a value of $18.5B, Dimensional ETF Tr Dimensional with a value of $13.4B, and Dimensional ETF Trust with a value of $12B.
Examining the 13F form we can see an increase of $11B in the current position value, from $125B to 136B.
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.
