# EDGAR Filing Document

**Accession Number:** 0002012868
**File Stem:** 0001951757-26-000578
**Filing Date:** 2026-4
**Character Count:** 8533
**Document Hash:** 91d584952b70d9616178eca4f6d3c6ca
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000578.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0001951757-26-000578

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GREAT OAK CAPITAL PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0002012868

**ORGANIZATION NAME:**
- **EIN:** 474421466
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23991
- **FILM NUMBER:** 26855161

**BUSINESS ADDRESS:**
- **STREET 1:** 105R DEPOT STREET
- **STREET 2:** SUITE 5
- **CITY:** SOUTH EASTON
- **STATE:** MA
- **ZIP:** 02375
- **BUSINESS PHONE:** 508-230-7100

**MAIL ADDRESS:**
- **STREET 1:** 105R DEPOT STREET
- **STREET 2:** SUITE 5
- **CITY:** SOUTH EASTON
- **STATE:** MA
- **ZIP:** 02375

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** GREAT OAK CAPITAL PARTNERS LLC<br>**Address:** 105R DEPOT STREET<br>SUITE 5<br>SOUTH EASTON, MA 02375

**Form 13F File Number:** 028-23991

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Noonan<br>**Title:** Chief Compliance Officer<br>**Phone:** (508) 230-7100

**Signature, Place, and Date of Signing:**

John Noonan  South Easton, MA  04-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $429821635

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 |  | 240746 | 1006 | SH |  | SOLE |  | 0 | 0 | 1006 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 449125 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 860945 | 2735 | SH |  | SOLE |  | 0 | 0 | 2735 |
| AMAZON COM INC | COM | 023135106 |  | 444628 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| APPLE INC | COM | 037833100 |  | 1417583 | 5482 | SH |  | SOLE |  | 0 | 0 | 5482 |
| AVIDIA BANCORP INC | COMMON STOCK | 05369T100 |  | 691639 | 34155 | SH |  | SOLE |  | 0 | 0 | 34155 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 299364 | 624 | SH |  | SOLE |  | 0 | 0 | 624 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 335730 | 326 | SH |  | SOLE |  | 0 | 0 | 326 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 34523774 | 812515 | SH |  | SOLE |  | 0 | 0 | 812515 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 40387707 | 1102285 | SH |  | SOLE |  | 0 | 0 | 1102285 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 415475 | 11133 | SH |  | SOLE |  | 0 | 0 | 11133 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 23748905 | 703880 | SH |  | SOLE |  | 0 | 0 | 703880 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 34632003 | 838344 | SH |  | SOLE |  | 0 | 0 | 838344 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 15809162 | 287126 | SH |  | SOLE |  | 0 | 0 | 287126 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 1763093 | 36594 | SH |  | SOLE |  | 0 | 0 | 36594 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 28600473 | 595719 | SH |  | SOLE |  | 0 | 0 | 595719 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 2076225 | 51404 | SH |  | SOLE |  | 0 | 0 | 51404 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 613685 | 8325 | SH |  | SOLE |  | 0 | 0 | 8325 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 92655554 | 1432301 | SH |  | SOLE |  | 0 | 0 | 1432301 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 3755502 | 73985 | SH |  | SOLE |  | 0 | 0 | 73985 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 |  | 29557861 | 395000 | SH |  | SOLE |  | 0 | 0 | 395000 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 39754346 | 1048651 | SH |  | SOLE |  | 0 | 0 | 1048651 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 33615250 | 913706 | SH |  | SOLE |  | 0 | 0 | 913706 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 25948484 | 1055675 | SH |  | SOLE |  | 0 | 0 | 1055675 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 1389718 | 38427 | SH |  | SOLE |  | 0 | 0 | 38427 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 231952 | 6466 | SH |  | SOLE |  | 0 | 0 | 6466 |
| DIREXION SHARES ETF TRUST | DAILY MSCI EMERG | 25490K281 |  | 513985 | 7713 | SH |  | SOLE |  | 0 | 0 | 7713 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 1097405 | 15688 | SH |  | SOLE |  | 0 | 0 | 15688 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 216403 | 357 | SH |  | SOLE |  | 0 | 0 | 357 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 298461 | 1508 | SH |  | SOLE |  | 0 | 0 | 1508 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 330531 | 4686 | SH |  | SOLE |  | 0 | 0 | 4686 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 567722 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 742079 | 14432 | SH |  | SOLE |  | 0 | 0 | 14432 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1766663 | 6804 | SH |  | SOLE |  | 0 | 0 | 6804 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 313713 | 3098 | SH |  | SOLE |  | 0 | 0 | 3098 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 290713 | 5754 | SH |  | SOLE |  | 0 | 0 | 5754 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1765337 | 7316 | SH |  | SOLE |  | 0 | 0 | 7316 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1449256 | 4706 | SH |  | SOLE |  | 0 | 0 | 4706 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 218101 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 561775 | 6337 | SH |  | SOLE |  | 0 | 0 | 6337 |
| MICROSOFT CORP | COM | 594918104 |  | 883378 | 2360 | SH |  | SOLE |  | 0 | 0 | 2360 |
| NB BANCORP INC | COM | 63945M107 |  | 236013 | 10636 | SH |  | SOLE |  | 0 | 0 | 10636 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 250387 | 1376 | SH |  | SOLE |  | 0 | 0 | 1376 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 925646 | 1369 | SH |  | SOLE |  | 0 | 0 | 1369 |
| TESLA INC | COM | 88160R101 |  | 350886 | 1022 | SH |  | SOLE |  | 0 | 0 | 1022 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2403242 | 3868 | SH |  | SOLE |  | 0 | 0 | 3868 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 421010 | 1262 | SH |  | SOLE |  | 0 | 0 | 1262 |

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