SageOak Financial, LLC - Portfolio Stock Holdings
SageOak Financial, LLC disclosed 37 stock positions in a recent SEC 13F filing. $153,023,556 of stock holdings were filed, with the largest holdings including DFAC, DCOR, and DFSD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $174,816,282 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
37Est. Stock Holding Value:
$153,023,556Top Stock Holdings By Sector
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Portfolio Stock Holdings - SageOak Financial, LLC
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Portfolio Options Holdings - SageOak Financial, LLC
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