account_balance

Investment manager · 13F filer · SEC CIK 2012868

Great Oak Capital Partners, LLC

Reported value$257Mas of Sep 30, 2026
Positions36 3 new, 12 sold out
Top 10 weight93.3%DFEM alone is 17%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFEM Dimensional ETF Trust 17.4% Added +2%
DFLV Dimensional ETF Trust 14.9% Added +3%
DISV Dimensional ETF Trust 14.9% Added +3%
DFCF Dimensional ETF Trust 13.9% Held
DFSD Dimensional ETF Trust 12.0% Held
DIHP Dimensional ETF Trust 9.8% Added +4%
DFIV Dimensional ETF Trust 6.6% Added +2%
DUSB Dimensional ETF Trust 1.9% Added +13%
VOO Vanguard Index FDS 1.1% Held
MTUM iShares Tr 0.8% Trimmed −6%
AAPL Apple Inc. 0.7% Added +6%JNJ Johnson & Johnson 0.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • DUSB +13%
  • EDC +6%
  • AAPL +6%
  • DIHP +4%
arrow_downwardTrimmed
  • DFNM −68%
  • MTUM −6%
  • GOOG −5%
remove_circleSold out
  • DFAT $100M
  • DUHP $44.5M
  • DCOR $33M
  • DFAR $28.7M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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