13F Insight
DOSSIER · 13F-HR · Q2 2026

Bull Oak Capital, LLC

$300M in tracked AUM across 40 positions as of Q2 2026.

BO
CIK 0001824263 · last filed Jun 30, 2026
Total AUM
$300M
as of Q2 2026
Holdings
40
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bull Oak Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$108M145K36.1%02
IEFA
ISHARES TR
$39M403K13.0%03
SPMO
INVESCO EXCH TRADED FD TR II
$31M189K10.2%04
SHV
ISHARES TR
$28M252K9.3%05
AVUS
AMERICAN CENTY ETF TR
$13M102K4.3%06
SGOV
ISHARES TR
$11M104K3.5%07
SPYM
SPDR SERIES TRUST
$10M116K3.4%08
AVDV
AMERICAN CENTY ETF TR
$8M77K2.6%09
AVUV
AMERICAN CENTY ETF TR
$8M62K2.6%10
IAU
ISHARES GOLD TR
$7M98K2.5%

Filing history

2026Q2Jun 30
$300M▲ 15.4%
40 positionsView →2026Q1Mar 31
$260M▲ 6.3%
38 positionsView →2025Q4Dec 31
$245M▲ 4.0%
36 positionsView →2025Q3Sep 30
$235M▲ 7.3%
32 positionsView →2025Q2Jun 30
$219M▲ 19.6%
32 positionsLocked2025Q1Mar 31
$183M▲ 2.0%
23 positionsLocked2024Q4Dec 31
$180M▲ 3.3%
26 positionsLocked2024Q3Sep 30
$174M▲ 12.1%
124 positionsLocked2024Q2Jun 30
$155M▲ 4.1%
45 positionsLocked2024Q1Mar 31
$149M▼ 61.6%
39 positionsLocked2023Q4Dec 31
$389M▲ 325.4%
43 positionsLocked2023Q3Sep 30
$91M▼ 33.1%
86 positionsLocked
Showing 12 of 19