Red Oak Financial Group, LLC

Q3 2026 13F Holdings

Location
Towson, MD
Holdings as of
9/30/2026
Value
$519M
Num holdings
85
Date filed
11/10/2026
Form type
13F-HR
Prev filing
8/12/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type