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Portfolio (Quarterly) Guide ↗

SageOak Financial, LLC

· CIK 0002055829
13F Portfolio $136M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UMMA LISTED FDS TR 26,266.0 $724K 0.53% NEW $27.56 +33.3%
22 DOV DOVER CORP Industrials 2,729.0 $455K 0.34% NEW $166.83 +24.5%
23 WMT WALMART INC Consumer Defensive 4,328.0 $446K 0.33% NEW $103.06 +27.0%
24 MSFT MICROSOFT CORP Technology 797.0 $413K 0.30% NEW $517.95 -19.1%
25 DFAX DIMENSIONAL ETF TRUST 13,131.0 $412K 0.30% NEW $31.38 +18.1%
26 DFUS DIMENSIONAL ETF TRUST 4,755.0 $344K 0.25% NEW $72.44 +11.5%
27 FDVV FIDELITY COVINGTON TRUST 6,075.0 $338K 0.25% NEW $55.71 +8.0%
28 SPSK TIDAL TRUST I 13,259.0 $245K 0.18% NEW $18.48 -2.8%
29 BLES NORTHERN LTS FD TR IV 5,719.0 $243K 0.18% NEW $42.46 +11.9%
30 FDL FIRST TR EXCHANGE-TRADED FD 5,275.0 $229K 0.17% NEW $43.41 +16.2%
31 DFIP DIMENSIONAL ETF TRUST 5,331.0 $225K 0.17% NEW $42.23 -1.4%
32 DFSU DIMENSIONAL ETF TRUST 4,853.0 $206K 0.15% NEW $42.47 +8.0%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 47.4%
Utilities 19.0%
Industrials 11.6%
Consumer Defensive 11.4%
Technology 10.6%