CIK 2012868
GREAT OAK CAPITAL PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
44
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–44 of 44
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 764K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 827K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 893K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 386K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 580K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 689K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 285K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 52K | $1M+ | SH |
| MTUM | ISHARES TR | 7K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 36K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| AAPL | APPLE INC | 6K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 36K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 16K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| IMTM | ISHARES TR | 15K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 6K | $500K+ | SH |
| AVBC | AVIDIA BANCORP INC | 35K | $500K+ | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 626 | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| EDC | DIREXION SHS ETF TR | 4K | $100K–$500K | SH |
| TFLO | ISHARES TR | 4K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 845 | $100K–$500K | SH |
| NBBK | NB BANCORP INC | 11K | $100K–$500K | SH |
| UPRO | PROSHARES TR | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC | 606 | $100K–$500K | SH |