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Portfolio (Quarterly) Guide ↗

SageOak Financial, LLC

· CIK 0002055829
13F Portfolio $154M AUM 37 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 13 Added 14 Reduced 1 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SO SOUTHERN CO Utilities 7,844.0 $751K 0.49% $95.71 -7.8%
22 NVDL CALL GRANITESHARES ETF TR 25,000.0 $745K 0.48% +9K +56.2% $29.81 +13.2%
23 DOV DOVER CORP Industrials 2,729.0 $612K 0.40% $224.28 -11.4%
24 DUSB DIMENSIONAL ETF TRUST 11,518.0 $585K 0.38% NEW $50.78 -0.0%
25 DFAX DIMENSIONAL ETF TRUST 15,406.0 $568K 0.37% +2K +17.3% $36.84 +4.0%
26 WMT WALMART INC Consumer Defensive 4,287.0 $486K 0.32% -41.0 -0.9% $113.26 -9.0%
27 VANGUARD MALVERN FDS 7,760.0 $398K 0.26% NEW $51.29
28 AAPL APPLE INC Technology 1,361.0 $394K 0.26% NEW $289.36 +10.5%
29 FDVV FIDELITY COVINGTON TRUST 5,567.0 $336K 0.22% -481.0 -8.0% $60.29 +4.9%
30 MSFT MICROSOFT CORP Technology 797.0 $297K 0.19% $373.02 +37.7%
31 BLES NORTHERN LTS FD TR IV 5,719.0 $273K 0.18% $47.69 +4.9%
32 SPSK TIDAL TRUST I 14,944.0 $269K 0.17% +1K +10.8% $18.01 -0.7%
33 FDL FIRST TR EXCHANGE-TRADED FD 5,067.0 $247K 0.16% $48.66 +9.2%
34 VTI VANGUARD INDEX FDS 655.0 $242K 0.16% NEW $370.04 +2.5%
35 DFSU DIMENSIONAL ETF TRUST 4,792.0 $223K 0.14% -61.0 -1.3% $46.63 +3.8%
36 FV FIRST TR EXCHANGE TRADED FD 2,883.0 $219K 0.14% NEW $75.88 -3.5%
37 DFIP DIMENSIONAL ETF TRUST 5,169.0 $213K 0.14% -199.0 -3.7% $41.25 -2.5%
Page 2 of 2  ·  37 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 49.3%
Utilities 15.0%
Technology 13.8%
Industrials 12.2%
Consumer Defensive 9.7%