Bull Oak Capital, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $215 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 $65M, Ishares Tr with a value of $29.6M, Ishares Tr with a value of $23.9M, Invesco ETF Tr Ii S&P 500 Mome with a value of $12.8M, and Vanguard Total Stock Market Et with a value of $12.4M.

Examining the 13F form we can see an increase of $38.1M in the current position value, from $177M to 215M.

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 $215 Million
ETFs: $212 Million
Technology: $2.65 Million
Financial Services: $238,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $215 Million
  • Prior Value $177 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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