13F Filings History of SageOak Financial, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$138,168,342
Signature - Title
Aryn Sands - Agent
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by SageOak Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SageOak Financial, LLC reported 32 stock holdings with total value $138,168,342 as of Q4 2025. Top holdings included DFAC, DCOR, DFSD, DFIC, and DFGX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $138,168,342 +$2,228,655 -$1,834,541 +$394,114 DFAC, DCOR, DFSD, DFIC, DFGX 13F-HR 13 Feb 2026, 11:37
Q3 2025 32 $135,977,953 +$5,613,611 -$390,661 +$5,222,950 DFAC, DCOR, DFSD, DFIC, DFGX 13F-HR 28 Oct 2025, 15:08
Q2 2025 32 $125,017,058 +$9,740,274 -$3,863,545 +$5,876,729 DFAC, DCOR, DFSD, DFIC, DFGX 13F-HR 08 Aug 2025, 10:02
Q1 2025 32 $112,798,498 +$19,726,722 -$15,885,555 +$3,841,167 DFAC, DFSD, DCOR, DFGX, DFCF 13F-HR 02 May 2025, 10:14
Q4 2024 45 $109,449,863 $0 $0 $0 DFAC, DFSD, DCOR, DFIC, DFGX 13F-HR 10 Feb 2025, 18:42