§ 13F · FUND PROFILE
Bull Oak Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $235M (13F)Positions · 32Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 119K | $78M | 29.9% | +9% |
| 2 | IEFA | ISHARES TR | 382K | $35M | 13.3% | +6% |
| 3 | SHV | ISHARES TR | 254K | $28M | 10.8% | +15% |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 175K | $20M | 7.6% | +11% |
| 5 | VTI | VANGUARD INDEX FDS | 49K | $16M | 6.0% | +5% |
| 6 | SGOV | ISHARES TR | 115K | $12M | 4.4% | +22% |
| 7 | AVUS | AMERICAN CENTY ETF TR | 102K | $11M | 4.4% | ±0% |
| 8 | SPYM | SPDR SERIES TRUST | 117K | $9M | 3.5% | −1% |
| 9 | IAU | ISHARES GOLD TR | 100K | $9M | 3.4% | +6% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 76K | $8M | 2.9% | +3% |
§ 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 $235 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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