SageOak Financial, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 153,769
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 37 | 153,769 | 13F-HR | SageOak Financial, LLC |
| Q1 2026 | 5/11/2026 | 35 | 142,342 | 13F-HR | SageOak Financial, LLC |
| Q4 2025 | 2/13/2026 | 33 | 138,177 | 13F-HR | SageOak Financial, LLC |
| Q3 2025 | 10/28/2025 | 32 | 135,978 | 13F-HR | SageOak Financial, LLC |
| Q2 2025 | 8/8/2025 | 32 | 125,017 | 13F-HR | SageOak Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
745
(0.5% of total reported value)
· QoQ Δ:
+19
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.49 K | 7.5% | 0 | 98 | -98 |
| ETFs | 141.5 K | 92.5% | 11.51 K | 0 | 11.51 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
153,769
Holdings
37
QoQ value change ($000)
11,427
(8.0%)
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.