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Sageoak Financial, LLC
SageOak Financial, LLC is a Tulsa, Oklahoma-based registered investment adviser and financial planning firm. Founded in 2013, the firm offers financial planning, investment management, wealth management, and institutional advisory services, with a focus on serving individuals, families, and institutions. SageOak incorporates biblical wisdom and academic research into its advice. As of now, the firm operates under the alternate name Seasons Financial Group and is led by managing director Tyler A. Gray. The firm employs a small team of financial professionals and serves clients primarily in the United States.
Investment Strategy
SageOak Financial uses a personalized, client-centric approach focusing on long-term financial planning, low-cost and tax-efficient investing, and holistic wealth management. Advice is rooted in both biblical principles and modern financial science, with portfolios tailored to individual or institutional goals. The firm acts as a fiduciary, emphasizing transparency, prudent risk management, and helping clients achieve financial peace.
Latest 13F Filing Activity
Sageoak Financial, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $125M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Sageoak Financial, LLC reduced exposure to Dimensional Etf Trust, Timothy Plan, Northern LTS FD TR IV among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 21.85% | $27.3M | 762,261 | $34.45 | $35.84 | +$4.2M |
D DCOR | DIMENSIONAL ETF TRUST | 14.06% | $17.6M | 262,918 | $64.24 | $66.85 | +$3.6M |
D DFSD | DIMENSIONAL ETF TRUST | 13.58% | $17.0M | 353,618 | $47.02 | $48.01 | -$983.4K |
D DFIC | DIMENSIONAL ETF TRUST | 9.83% | $12.3M | 395,146 | $26.33 | $31.09 | +$2.2M |
D DFGX | DIMENSIONAL ETF TRUST | 8.99% | $11.2M | 210,523 | $52.30 | $53.36 | +$181.3K |
Industry Allocation
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