SageOak Financial, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 138,177
- 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 |
|---|---|---|---|---|---|
| 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):
9
(0.0% of total reported value)
· QoQ Δ:
+9
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126.9 K | 91.9% | 1.916 K | 0 | 1.916 K |
| ETFs | 11.24 K | 8.1% | 276 | 0 | 276 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
138,177
Holdings
33
QoQ value change ($000)
2,199
(1.6%)
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.