SageOak Financial, LLC

Q2 2026 13F Holdings

Location
Tulsa, OK
Holdings as of
6/30/2026
Value
$154M
Value excl. options
$153M
Num holdings
37
Date filed
7/14/2026
Form type
13F-HR
Prev filing
5/11/2026
Next filing
10/19/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type