Red Oak Financial Group, LLC
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 519,245
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/10/2026 | 85 | 519,245 | 13F-HR | Red Oak Financial Group, LLC |
| Q2 2026 | 8/12/2026 | 84 | 519,166 | 13F-HR | Compton Financial Group, LLC |
| Q1 2026 | 4/28/2026 | 71 | 452,684 | 13F-HR | Compton Financial Group, LLC |
| Q4 2025 | 2/5/2026 | 62 | 441,607 | 13F-HR | Compton Financial Group, LLC |
| Q3 2025 | 11/12/2025 | 52 | 415,265 | 13F-HR | Compton Financial Group, LLC |
| Q2 2025 | 8/5/2025 | 48 | 384,505 | 13F-HR | Compton Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 169.4 K | 32.6% | 5.227 K | 0 | 5.227 K |
| ETFs | 327.2 K | 63.0% | 4.699 K | 0 | 4.699 K |
| Debt | 22.64 K | 4.4% | 0 | 9.843 K | -9.843 K |
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Fund Snapshot
Q3 2026
Latest filed
11/10/2026
Total value ($000)
519,245
Holdings
85
QoQ value change ($000)
79
(0.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.