Bull Oak Capital, LLC - Portfolio Stock Holdings
Bull Oak Capital, LLC disclosed 41 stock positions in a recent SEC 13F filing. $299,723,845 of stock holdings were filed, with the largest holdings including IVV, IEFA, and SPMO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $261,648,815 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$299,723,845Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bull Oak Capital, LLC
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Stock
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% of Portfolio
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