Institutional
SageOak Financial, LLC
CIK 0002055829
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-11
Filed
The Brief · SageOak Financial, LLC · Q1 2026
AI · grounded in 13F
SageOak Financial, LLC reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions. Total assets under management remained at $0.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
No holdings ingested yet.
Source: SEC EDGAR · accession 0002055829-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.