Bull Oak Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Bull Oak Capital, LLC held in its portfolio 36 assets valued at $244,786,959 (i.e. $244.79M).
The most valuable assets in the portfolio included: ISHARES TR ($74.72M), ISHARES TR ($32.34M), and ISHARES TR ($24.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bull Oak Capital, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 109086 | 74717365 | CORE S&P500 ETF |
| ISHARES TR | 361470 | 32337106 | CORE MSCI EAFE |
| ISHARES TR | 221264 | 24372230 | TRUST ISHARE 0-1 |
| INVESCO EXCH TRADED FD TR II | 157953 | 18846952 | S&P 500 MOMNTM |
| VANGUARD INDEX FDS | 46721 | 15664150 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 102675 | 11477012 | US EQT ETF |
| SPDR SERIES TRUST | 118301 | 9490106 | PORTFOLIO S&P500 |
| ISHARES TR | 94437 | 9479618 | 0-3 MNTH TREASRY |
| ISHARES GOLD TR | 94637 | 7681685 | ISHARES NEW |
| AMERICAN CENTY ETF TR | 73931 | 6947296 | INTL SMCP VLU |
| VANGUARD BD INDEX FDS | 69044 | 5441358 | SHORT TRM BOND |
| ISHARES BITCOIN TRUST ETF | 75402 | 3743709 | SHS BEN INT |
| SPDR SERIES TRUST | 139902 | 3602477 | PORTFOLIO AGRGTE |
| ISHARES TR | 155747 | 3586075 | US TREAS BD ETF |
| AMERICAN CENTY ETF TR | 31848 | 3247859 | US SML CP VALU |
| VANGUARD INDEX FDS | 9807 | 2846188 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 84512 | 2274218 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 2981 | 1454311 | GROWTH ETF |
| VANGUARD INDEX FDS | 5606 | 1070690 | VALUE ETF |
| QUALCOMM INC | 4518 | 772804 | COM |
| MICROSOFT CORP | 1453 | 702700 | COM |
| SPDR S&P 500 ETF TR | 1025 | 698936 | TR UNIT |
| INTUIT | 855 | 566369 | COM |
| EXXON MOBIL CORP | 3482 | 419024 | COM |
| ADOBE INC | 959 | 335640 | COM |
| APPLE INC | 1213 | 329766 | COM |
| ALPHABET INC | 969 | 303297 | CAP STK CL A |
| PROCTER AND GAMBLE CO | 2044 | 292862 | COM |
| BANK AMERICA CORP | 5036 | 276980 | COM |
| NVIDIA CORPORATION | 1480 | 276020 | COM |
| DIMENSIONAL ETF TRUST | 5849 | 272505 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 427 | 267754 | S&P 500 ETF SHS |
| SALESFORCE INC | 987 | 261466 | COM |
| INVESCO QQQ TR | 411 | 252481 | UNIT SER 1 |
| PEPSICO INC | 1739 | 249581 | COM |
| DIMENSIONAL ETF TRUST | 3079 | 228369 | US EQUITY MARKET |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.