13F Insight
DOSSIER · 13F-HR · Q3 2025

West Oak Capital, LLC

West Oak's family office based in Omaha, NE — $3M in tracked AUM across 285 positions as of Q3 2025.

WO
West Oak·Omaha, NE·Family Office
CIK 0001387399 · last filed Sep 30, 2025
Total AUM
$3M
▼ 3.5%
vs prior
Holdings
285
—
positions
Whale Score
26
26
tracked
Activity
—
no data
changes this Q
Top sector
Financials
46% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

West Oak Capital, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
233203281
DFA International Core Equities
$126,260347K5.0%
02
472319102
Jefferies Group Inc New
$119,789183K4.8%
03
NVDA
Nvidia Corp
$111,20060K4.4%
04
Y09827109
Broadcom Ltd
$107,07232K4.2%
05
ORCL
Oracle Corporation
$69,86025K2.8%
06
AAPL
Apple Computer Inc
$66,63226K2.6%
07
MSFT
Microsoft Corp
$64,75413K2.6%
08
JPM
J P Morgan Chase & Co
$64,19620K2.5%
09
DFSTX
DFA US Small Cap ETF
$64,04894K2.5%
10
GOOG
Alphabet Inc Class C
$57,84824K2.3%

Filing history

Filing history loading…