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Bull Oak Capital

Latest statistics and disclosures from Bull Oak Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, SPMO, SHV, AVUS, and represent 73.46% of Bull Oak Capital's stock portfolio.
Added to shares of these 10 stocks: IVV, SPMO, IEFA, VOO, XOM, ADBE, AVUV, IAU, AVDV, SHV.
Started 2 new stock positions in XOM, ADBE.
Reduced shares in these 10 stocks: SGOV, , VO, OKLO, VBR, SPYM, SPAB, VTI, AVUS, SCHX.
Sold out of its positions in OKLO, Exxon Mobil Corporation, VBR.
Bull Oak Capital was a net buyer of stock by $3.4M.
Bull Oak Capital has $306M in assets under management (AUM), dropping by 1.99%.
Central Index Key (CIK): 0001824263

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Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 39 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	37.4	$114M	+3%	149k	765.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	13.0	$40M	+2%	411k	96.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	9.8	$30M	+4%	197k	151.58	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	9.1	$28M		252k	110.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.2	$13M		101k	128.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.3	$10M		114k	89.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$8.6M		78k	109.38	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.6	$8.0M	-23%	80k	100.68	View chart
Ishares Gold Tr Ishares New (IAU)	2.6	$7.8M	+2%	100k	78.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$7.5M	+2%	64k	117.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$6.2M		81k	76.40	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.5	$4.7M		100k	47.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$4.0M		185k	21.87	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.3	$4.0M	-2%	164k	24.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.5M	-2%	83k	30.00	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.8	$2.4M	-2%	6.5k	374.24	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.8	$2.3M	-14%	30k	78.42	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.5	$1.6M		18k	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$1.2M		5.6k	216.08	View chart
Apple (AAPL)	0.4	$1.1M		3.3k	333.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.0M	+235%	1.4k	701.07	View chart
Microsoft Corporation (MSFT)	0.3	$910k		1.8k	512.83	View chart
Qualcomm (QCOM)	0.3	$832k		4.5k	184.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$778k		1.0k	762.60	View chart
Procter & Gamble Company (PG)	0.2	$697k		4.8k	145.27	View chart
Wells Fargo & Company (WFC)	0.2	$589k		7.4k	80.05	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$567k	NEW	3.5k	162.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$433k		7.9k	55.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$387k		523.00	739.77	View chart
Travelers Companies (TRV)	0.1	$384k		1.1k	356.51	View chart
NVIDIA Corporation (NVDA)	0.1	$376k		1.6k	228.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$357k		1.0k	344.20	View chart
Sempra Energy (SRE)	0.1	$310k		4.0k	77.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$275k		2.2k	125.67	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$256k		3.1k	83.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$233k		7.2k	32.53	View chart
Adobe Systems Incorporated (ADBE)	0.1	$228k	NEW	952.00	239.94	View chart
Pepsi (PEP)	0.1	$220k		1.7k	126.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$209k		633.00	330.83	View chart

Past Filings by Bull Oak Capital

SEC 13F filings are viewable for Bull Oak Capital going back to 2021

Bull Oak Capital 2026 Q3 filed Oct. 23, 2026
Bull Oak Capital 2026 Q2 filed Aug. 10, 2026
Bull Oak Capital 2026 Q1 filed May 11, 2026
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

View all past filings

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