§ 13F · FUND PROFILE
Bull Oak Capital, LLC.
AUM · $300M (13F)Positions · 40Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 145K | $108M | 36.1% | +21% |
| 2 | IEFA | ISHARES TR | 403K | $39M | 13.0% | +6% |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | 189K | $31M | 10.2% | +8% |
| 4 | SHV | ISHARES TR | 252K | $28M | 9.3% | −1% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 102K | $13M | 4.3% | −1% |
| 6 | SGOV | ISHARES TR | 104K | $11M | 3.5% | −9% |
| 7 | SPYM | SPDR SERIES TRUST | 116K | $10M | 3.4% | −1% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 77K | $8M | 2.6% | +1% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 62K | $8M | 2.6% | +72% |
| 10 | IAU | ISHARES GOLD TR | 98K | $7M | 2.5% | −2% |
§ 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 $300 million in assets. The fund runs a portfolio of 40 positions.
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