§ 13F · FUND PROFILE
Bull Oak Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $219.5T (13F)Positions · 32Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 109K | $74.7T | 30.5% | +1% |
| 2 | IEFA | ISHARES TR | 361K | $32.3T | 13.2% | +1% |
| 3 | SHV | ISHARES TR | 221K | $24.4T | 10.0% | +4% |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 158K | $18.8T | 7.7% | +7% |
| 5 | VTI | VANGUARD INDEX FDS | 47K | $15.7T | 6.4% | +2% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 103K | $11.5T | 4.7% | −1% |
| 7 | SPYM | SPDR SERIES TRUST | 118K | $9.5T | 3.9% | −2% |
| 8 | SGOV | ISHARES TR | 94K | $9.5T | 3.9% | +14% |
| 9 | IAU | ISHARES GOLD TR | 95K | $7.7T | 3.1% | −1% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 74K | $6.9T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BULL SIGNAL
AC read
Bull Oak Capital, LLC is a Other fund managing $219483.2 trillion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed