Great Oak Capital Partners, LLC (CIK: 0002012868) is a financial institution headquartered at 105R Depot Street, Suite 5, South Easton, Massachusetts 02375. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $429.82 M, comprising 47 distinct securities. Over its filing history, it has submitted 10 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 89.2%. Quarterly turnover: 0.2%. ▲ 6 new, +25 added, −14 reduced, ×2 exited.

Top Buys

Q1 2026

1. DFAT Dimensional Us Targeted Value Etf

+$2.24 M

2. DFCF Dimensional Core Fixed Income Etf

+$2.06 M

3. DUHP Dimensional Us High Profitability Etf

+$1.47 M

4. DFAR Dimensional Us Real Estate Etf

+$1.23 M

5. DFSD Dimensional Short-Duration Fixed Income Etf

+$776,609.86

Top Sells

Q1 2026

1. MGC Vanguard Mega Cap Etf

−$212,205

2. UPRO Proshares Ultrapro S&P500

−$205,299

3. MTUM Ishares Msci Usa Momentum Factor Etf

−$48,035.37

4. IMTM Ishares Msci Intl Momentum Factor Etf

−$30,542.89

5. GOOGL Alphabet

−$24,757.42

Stocks/ETFs

+7.87%

$429.82 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Targeted Value Etf ETF-DFAT	1.43 M	$92.66 M	21.56%	▲ 34,647	Add 2.5%
Dimensional Emerging Markets Core Equity 2 Etf ETF-DFEM	1.1 M	$40.39 M	9.40%	▲ 12,396	Add 1.1%
Dimensional Us High Profitability Etf ETF-DUHP	1.05 M	$39.75 M	9.25%	▲ 38,770	Add 3.8%
Dimensional International Small Cap Value Etf ETF-DISV	838,344	$34.63 M	8.06%	▲ 11,161	Add 1.4%
Dimensional Core Fixed Income Etf ETF-DFCF	812,515	$34.52 M	8.03%	▲ 48,366	Add 6.3%
Dimensional Us Large Cap Value Etf ETF-DFLV	913,706	$33.62 M	7.82%	▲ 20,223	Add 2.3%
Dimensional Us Core Equity 1 Etf ETF-DCOR	395,000	$29.56 M	6.88%	▲ 8,896	Add 2.3%
Dimensional Short-Duration Fixed Income Etf ETF-DFSD	595,719	$28.6 M	6.65%	▲ 16,176	Add 2.8%
Dimensional Us Real Estate Etf ETF-DFAR	1.06 M	$25.95 M	6.04%	▲ 50,120	Add 5.0%
Dimensional International High Profitability Etf ETF-DIHP	703,880	$23.75 M	5.53%	▲ 15,172	Add 2.2%

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Great Oak Capital Partners, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Great Oak Capital Partners, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 10 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Great Oak Capital Partners, LLC Quarterly 13F Statistics

Discover detailed insights into Great Oak Capital Partners, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Great Oak Capital Partners, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Great Oak Capital Partners, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Great Oak Capital Partners, LLC 13F Filings, Portfolio & Analysis

Great Oak Capital Partners, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Great Oak Capital Partners, LLC's Portfolio

Great Oak Capital Partners, LLC Quarterly 13F Statistics

Great Oak Capital Partners, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)