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

West Oak Capital, LLC

$3M in tracked AUM across 285 positions as of Q3 2025.

WO
CIK 0001387399 · last filed Sep 30, 2025
Total AUM
$3M
as of Q3 2025
Holdings
285
—
positions
Whale Score
26
26
tracked
Activity
—
no data
changes this Q
AI Analysis · 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
$126K347K5.0%02
472319102
Jefferies Group Inc New
$120K183K4.8%03
NVDA
Nvidia Corp
$111K60K4.4%04
Y09827109
Broadcom Ltd
$107K32K4.2%05
ORCL
Oracle Corporation
$70K25K2.8%06
AAPL
Apple Computer Inc
$67K26K2.6%07
MSFT
Microsoft Corp
$65K13K2.6%08
JPM
J P Morgan Chase & Co
$64K20K2.5%09
DFSTX
DFA US Small Cap ETF
$64K94K2.5%10
GOOG
Alphabet Inc Class C
$58K24K2.3%

Filing history

2025Q3Sep 30
$3M▼ 1.2%
285 positionsView →2025Q2Jun 30
$3M▼ 1.3%
316 positionsLocked2025Q1Mar 31
$3M▼ 8.5%
320 positionsLocked2024Q4Dec 31
$3M▼ 47.5%
320 positionsLocked2024Q3Sep 30
$5M▼ 97.8%
324 positionsLocked2024Q2Jun 30
$249M▲ 5.7%
329 positionsLocked2024Q1Mar 31
$235M▲ 10.0%
318 positionsLocked2023Q4Dec 31
$214M▲ 6.2%
324 positionsLocked2023Q3Sep 30
$201M▼ 2.2%
322 positionsLocked2023Q2Jun 30
$206M▲ 4.3%
327 positionsLocked2023Q1Mar 31
$197M▲ 103029.6%
331 positionsLocked2022Q4Dec 31
$191K▼ 99.9%
307 positionsLocked
Showing 12 of 73