GREAT OAK CAPITAL PARTNERS, LLC
All 13F Filings
- Location
- South Easton, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 462,672
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 45 | 462,672 | 13F-HR | GREAT OAK CAPITAL PARTNERS, LLC |
| Q1 2026 | 4/10/2026 | 47 | 429,822 | 13F-HR | GREAT OAK CAPITAL PARTNERS, LLC |
| Q4 2025 | 1/6/2026 | 44 | 398,688 | 13F-HR | GREAT OAK CAPITAL PARTNERS, LLC |
| Q3 2025 | 10/17/2025 | 44 | 380,778 | 13F-HR | GREAT OAK CAPITAL PARTNERS, LLC |
| Q2 2025 | 7/15/2025 | 35 | 349,209 | 13F-HR | GREAT OAK CAPITAL PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.72 K | 2.5% | 163 | 0 | 163 |
| ETFs | 451 K | 97.5% | 32.98 K | 0 | 32.98 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
462,672
Holdings
45
QoQ value change ($000)
32,850
(7.6%)
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.