Bull Oak Capital, LLC Portfolio Holdings

Bull Oak Capital, LLC

  • $177 Million
  • Q1 2025

Bull Oak Capital, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Million distributed in 23 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 $54.2M, Ishares Tr with a value of $26.5M, American Centy ETF Tr Avantis with a value of $23.1M, Ishares Tr with a value of $20.4M, and American Centy ETF Tr Avantis with a value of $9.6M.

Examining the 13F form we can see an increase of $3.94M in the current position value, from $173M to 177M.

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 $177 Million
ETFs: $175 Million
Technology: $2.14 Million
Financial Services: $212,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$367,000 0.21% of portfolio
959
Q1 2025 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $177 Million
  • Prior Value $173 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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