SageOak Financial, LLC
SageOak Financial, LLC reported 37 positions worth $153.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFAC (21.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $33.1M | 21.53% | 746,357 | — | — | |
| ▸ 2 | DCOR | SH | $22.3M | 14.50% | 271,900 | — | — | |
| ▸ 3 | DFSD | SH | $20.0M | 12.99% | 418,286 | — | — | |
| ▸ 4 | DFIC | SH | $14.1M | 9.17% | 378,366 | — | — | |
| ▸ 5 | DFGX | SH | $13.2M | 8.60% | 246,732 | — | — | |
| ▸ 6 | DFCF | SH | $13.0M | 8.48% | 308,950 | — | — | |
| ▸ 7 | DGCB | SH | $7.6M | 4.95% | 139,121 | — | — | |
| ▸ 8 | DFEM | SH | $6.6M | 4.32% | 163,453 | — | — | |
| ▸ 9 | WWJD | SH | $2.2M | 1.45% | 58,611 | — | — | |
| ▸ 10 | SPUS | SH | $2.0M | 1.29% | 34,529 | — | — |
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Frequently Asked Questions
What stocks does SageOak Financial, LLC hold as of Q2 2026?
SageOak Financial, LLC reported 37 positions worth $153.8M in its Q2 2026 13F filing. Largest positions: DFAC (21.5%), DCOR (14.5%), DFSD (13.0%), DFIC (9.2%) and DFGX (8.6%).
What did SageOak Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SageOak Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.