Bull Oak Capital
Latest statistics and disclosures from Bull Oak Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, SHV, SPMO, VTI, and represent 67.79% of Bull Oak Capital's stock portfolio.
- Added to shares of these 10 stocks: SPMO, SGOV, SHV, QCOM, IVV, IEFA, XOM, PG, IBIT, VTI.
- Started 5 new stock positions in VOO, PEP, PG, QCOM, XOM.
- Reduced shares in these 10 stocks: CTAS, SPYM, VO, AVUV, IAU, AVUS, CRM, MSFT, NVDA, AAPL.
- Sold out of its position in CTAS.
- Bull Oak Capital was a net buyer of stock by $6.1M.
- Bull Oak Capital has $245M in assets under management (AUM), dropping by 3.97%.
- Central Index Key (CIK): 0001824263
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Portfolio Holdings for Bull Oak Capital
Bull Oak Capital holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 30.5 | $75M | 109k | 684.94 |
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| Ishares Tr Core Msci Eafe (IEFA) | 13.2 | $32M | 362k | 89.46 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 10.0 | $24M | +3% | 221k | 110.15 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 7.7 | $19M | +6% | 158k | 119.32 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.4 | $16M | 47k | 335.27 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.7 | $12M | 103k | 111.78 |
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| Spdr Series Trust Portfolio S&p500 (SPYM) | 3.9 | $9.5M | -2% | 118k | 80.22 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.9 | $9.5M | +13% | 94k | 100.38 |
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| Ishares Gold Tr Ishares New (IAU) | 3.1 | $7.7M | 95k | 81.17 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.8 | $6.9M | 74k | 93.97 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $5.4M | +5% | 69k | 78.81 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $3.7M | +8% | 75k | 49.65 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.5 | $3.6M | 140k | 25.75 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.5 | $3.6M | +3% | 156k | 23.02 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.3 | $3.2M | -4% | 32k | 101.98 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.8M | -7% | 9.8k | 290.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $2.3M | 85k | 26.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.5M | 3.0k | 487.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.1M | 5.6k | 190.99 |
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| Qualcomm (QCOM) | 0.3 | $773k | NEW | 4.5k | 171.05 |
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| Microsoft Corporation (MSFT) | 0.3 | $703k | -2% | 1.5k | 483.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $699k | 1.0k | 681.89 |
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| Intuit (INTU) | 0.2 | $566k | 855.00 | 662.42 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $419k | NEW | 3.5k | 120.34 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $336k | 959.00 | 349.99 |
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| Apple (AAPL) | 0.1 | $330k | -4% | 1.2k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $303k | 969.00 | 313.00 |
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| Procter & Gamble Company (PG) | 0.1 | $293k | NEW | 2.0k | 143.28 |
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| Bank of America Corporation (BAC) | 0.1 | $277k | 5.0k | 55.00 |
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| NVIDIA Corporation (NVDA) | 0.1 | $276k | -6% | 1.5k | 186.50 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $273k | 5.8k | 46.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $268k | NEW | 427.00 | 627.06 |
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| salesforce (CRM) | 0.1 | $262k | -18% | 987.00 | 264.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $253k | 411.00 | 614.31 |
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| Pepsi (PEP) | 0.1 | $250k | NEW | 1.7k | 143.52 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $228k | 3.1k | 74.17 |
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Past Filings by Bull Oak Capital
SEC 13F filings are viewable for Bull Oak Capital going back to 2021
- Bull Oak Capital 2025 Q4 filed Feb. 2, 2026
- Bull Oak Capital 2025 Q3 filed Nov. 10, 2025
- Bull Oak Capital 2025 Q2 filed Aug. 1, 2025
- Bull Oak Capital 2025 Q1 filed April 30, 2025
- Bull Oak Capital 2024 Q4 filed Feb. 5, 2025
- Bull Oak Capital 2024 Q3 filed Oct. 23, 2024
- Bull Oak Capital 2024 Q2 filed July 18, 2024
- Bull Oak Capital 2024 Q1 filed April 11, 2024
- Bull Oak Capital 2023 Q4 filed Jan. 29, 2024
- Bull Oak Capital 2023 Q3 filed Nov. 1, 2023
- Bull Oak Capital 2023 Q2 filed July 27, 2023
- Bull Oak Capital 2023 Q1 filed April 25, 2023
- Bull Oak Capital 2022 Q4 filed Jan. 13, 2023
- Bull Oak Capital 2022 Q3 filed Oct. 18, 2022
- Bull Oak Capital 2022 Q1 filed Oct. 4, 2022
- Bull Oak Capital 2022 Q2 filed Oct. 4, 2022