GREAT OAK CAPITAL PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, GREAT OAK CAPITAL PARTNERS, LLC held in its portfolio 44 assets valued at $398,687,686 (i.e. $398.69M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($83.90M), DIMENSIONAL ETF TRUST ($38.45M), and DIMENSIONAL ETF TRUST ($36.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GREAT OAK CAPITAL PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1397654 | 83901147 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 1009881 | 38446173 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 1089889 | 36870949 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 764149 | 32514519 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 827183 | 31705923 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 893483 | 30941330 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 386104 | 28565909 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 579543 | 27806459 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 1005555 | 23067423 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 688708 | 22042108 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 285209 | 14408779 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 66200 | 3355007 | ULTRASHORT FIXED |
| VANGUARD INDEX FDS | 3902 | 2451629 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 51647 | 2055037 | US CORE EQUITY 2 |
| ISHARES TR | 6989 | 1766408 | MSCI USA MMENTM |
| DIMENSIONAL ETF TRUST | 36264 | 1746836 | NATL MUN BD ETF |
| JPMORGAN CHASE & CO. | 4684 | 1524519 | COM |
| JOHNSON & JOHNSON | 7322 | 1518255 | COM |
| APPLE INC | 5500 | 1490840 | COM |
| DIMENSIONAL ETF TRUST | 35872 | 1191593 | US SMALL CAP VAL |
| MICROSOFT CORP | 2421 | 1144806 | COM |
| EVERSOURCE ENERGY | 15709 | 1069170 | COM |
| SPDR S&P 500 ETF TR | 1366 | 933179 | TR UNIT |
| ALPHABET INC | 2712 | 855018 | CAP STK CL C |
| ISHARES TR | 15026 | 731487 | MSCI INTL MOMENT |
| DIMENSIONAL ETF TRUST | 8298 | 616935 | US EQUITY MARKET |
| MEDTRONIC PLC | 6337 | 608669 | SHS |
| AVIDIA BANCORP INC | 35108 | 579984 | COMMON STOCK |
| ALPHABET INC | 1493 | 470518 | CAP STK CL A |
| AMAZON COM INC | 2037 | 463346 | COM |
| TESLA INC | 1018 | 446247 | COM |
| DIMENSIONAL ETF TRUST | 11435 | 397934 | INTL CORE EQUITY |
| VANGUARD INDEX FDS | 1043 | 350655 | TOTAL STK MKT |
| BERKSHIRE HATHAWAY INC DEL | 626 | 311028 | CL B NEW |
| ISHARES TR | 3090 | 300723 | RUS MID CAP ETF |
| NVIDIA CORPORATION | 1508 | 284715 | COM |
| ISHARES TR | 2099 | 254803 | CORE S&P SCP ETF |
| DIREXION SHS ETF TR | 4064 | 239747 | DLY EMG MK BL 3X |
| ISHARES TR | 4286 | 216358 | TRS FLT RT BD |
| DIMENSIONAL ETF TRUST | 6455 | 214316 | WORLD EX US CORE |
| VANGUARD WORLD FD | 845 | 212205 | MEGA CAP INDEX |
| NB BANCORP INC | 10636 | 207721 | COM |
| PROSHARES TR | 1765 | 205299 | ULTRPRO S&P500 |
| ADOBE INC | 606 | 201980 | COM |
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