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CIK: 0001824263
Total reported value
$300.2M
$300.2M
36 檔
55.3%
As reported in its official Q4 2025 Form 13F filing, Bull Oak Capital, LLC's tracked investment portfolio stood at $300.2M with 36 total positions.
In Q4 2025, Bull Oak Capital, LLC displayed an active expansion posture, initiating 5 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 30.52% | +6.19% | +0.93% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.21% | -0.32% | +1.38% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.96% | -1.52% | +3.54% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.70% | +2.61% | +6.66% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.40% | -5.21% | +1.76% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.69% | -0.04% | -0.80% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | -0.07% | -2.49% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.87% | -0.95% | +13.53% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.14% | -0.92% | -1.31% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.84% | -0.29% | +0.39% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.22% | -0.27% | +5.24% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.53% | -0.06% | +8.33% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.47% | -0.16% | +0.61% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.46% | -0.17% | +3.65% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.33% | +1.05% | -4.64% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.16% | -0.11% | -7.19% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | — | -0.15% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.01% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.01% | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.32% | +0.06% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | +0.01% | -2.81% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | -0.01% | — | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.23% | -0.14% | EXIT | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.07% | — | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 0.14% | -0.09% | EXIT | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.20% | -4.41% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.12% | NEW | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.04% | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | -6.62% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.11% | +0.03% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.11% | — | -18.09% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.04% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.02% | — | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +13.53% | Add |
| 2 | IAU | Ishares Gold Trust | +0.2% | -1.31% | Trim |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +6.66% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +0.39% | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | 0% | +5.24% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | +1.76% | Add |
| 8 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 9 | BAC | Bank Of America CORP | — | — | Unchanged |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 11 | DFUV | Dimensional US Marketwide Va | — | — | Unchanged |
| 12 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 13 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 14 | ADBE | Adobe Inc | — | — | Unchanged |
| 15 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.38% | Add |
| 16 | CRM | Salesforce Inc | 0% | -18.09% | Trim |
| 17 | AAPL | Apple Inc | 0% | -4.41% | Trim |
| 18 | GOVT | Ishares US Treasury Bond ETF | 0% | +3.65% | Add |
| 19 | SCHX | Schwab US Large-cap ETF | 0% | -0.15% | Trim |
| 20 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | 0% | -6.62% | Trim |
| 22 | INTU | Intuit Inc | 0% | — | Unchanged |
| 23 | MSFT | Microsoft CORP | 0% | -2.81% | Trim |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | +0.61% | Add |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | +3.54% | Add |
| 26 | AVUV | Avantis US Small Cap Value | -0.1% | -4.64% | Trim |
| 27 | AVUS | Avantis U.s. Equity ETF | -0.1% | -0.80% | Trim |
| 28 | VO | Vanguard Mid-cap ETF | -0.2% | -7.19% | Trim |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -2.49% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.93% | Add |
| 31 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +8.33% | Add |
| 32 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | CTAS | Cintas CORP | — | EXIT | Sold out |
| 35 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 36 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bull Oak Capital, LLC reported a total U.S. public equity portfolio value of $300.2M across 36 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SHV) accounted for 55.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
QCOM
市值: $772.8K
Top Position Liquidated / Trimmed
CTAS
前期市值: $296.4K
During Q4 2025, Bull Oak Capital, LLC's top holdings by market value included IVV (30.5%)、IEFA (13.2%)、SHV (10.0%). The largest single position, IVV, represented 30.5% of total portfolio value.
In Q4 2025, Bull Oak Capital, LLC made 27 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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