Bull Oak Capital, LLC Portfolio Holdings

Bull Oak Capital, LLC

  • $231 Million
  • Q3 2025

Bull Oak Capital, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $231 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $72.3M, Ishares Tr with a value of $31.1M, Ishares Tr with a value of $23.6M, Invesco ETF Tr Ii S&P 500 Mome with a value of $17.9M, and Vanguard Total Stock Market Et with a value of $15.1M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $215M to 231M.

Bull Oak Capital, LLC is based out at San Diego, CA

Below you can find more details about Bull Oak Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $228 Million
Technology: $2.6 Million
Industrials: $296,000
Financial Services: $259,000
Communication Services: $235,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$774,000 0.34% of portfolio
1,495
Q3 2025 Reduced 0.66%
$4.3T
$323,000 0.14% of portfolio
1,269
Q3 2025 Added 18.71%
$465B
$295,000 0.13% of portfolio
1,585
Q2 2025 New
$237B
$285,000 0.12% of portfolio
1,205
Q3 2025 Reduced 11.79%
$413B
$259,000 0.11% of portfolio
5,036
Q2 2025 Reduced 0.91%
$1.65T
$235,000 0.1% of portfolio
969
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $231 Million
  • Prior Value $215 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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