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Red Oak Financial Group, LLC - Portfolio Stock Holdings

Red Oak Financial Group, LLC disclosed 85 stock positions in a recent SEC 13F filing. $515,028,177 of stock holdings were filed, with the largest holdings including CGBL, SPYG, and SPYV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

Report Period:

Sept. 30, 2026

No. of Stocks:

85

Est. Stock Holding Value:

$515,028,177

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Red Oak Financial Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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