Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bull Oak Capital, LLC (CIK 1824263) reported $300.2M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($108.3M, 36.08%), IEFA ($38.9M, 12.97%), SPMO ($30.5M, 10.17%), SHV ($27.8M, 9.26%), AVUS ($13.0M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $108.3M | 36.08% | 144,614 | Added |
| 2 | IEFA | ISHARES TR | $38.9M | 12.97% | 403,026 | Added |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $30.5M | 10.17% | 189,004 | Added |
| 4 | SHV | ISHARES TR | $27.8M | 9.26% | 251,810 | Trimmed |
| 5 | AVUS | AMERICAN CENTY ETF TR | $13.0M | 4.33% | 101,602 | Trimmed |
| 6 | SGOV | ISHARES TR | $10.5M | 3.50% | 104,497 | Trimmed |
| 7 | SPYM | SPDR SERIES TRUST | $10.2M | 3.39% | 115,774 | Trimmed |
| 8 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 2.64% | 76,925 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $7.7M | 2.58% | 62,014 | Added |
| 10 | IAU | ISHARES GOLD TR | $7.4M | 2.46% | 97,670 | Trimmed |
| 11 | BSV | VANGUARD BD INDEX FDS | $6.4M | 2.12% | 81,647 | Added |
| 12 | SPAB | SPDR SERIES TRUST | $4.3M | 1.43% | 167,695 | Added |
| 13 | GOVT | ISHARES TR | $4.2M | 1.40% | 185,121 | Added |
| 14 | IBIT | ISHARES BITCOIN TRUST ETF | $3.4M | 1.12% | 100,750 | Added |
| 15 | VO | VANGUARD INDEX FDS | $2.8M | 0.93% | 34,496 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $2.5M | 0.83% | 6,721 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 0.83% | 84,472 | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $1.5M | 0.51% | 17,886 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $1.2M | 0.41% | 5,606 | Hold |
| 20 | AAPL | APPLE INC | $950,109 | 0.32% | 3,283 | Added |
| 21 | QCOM | QUALCOMM INC | $834,881 | 0.28% | 4,518 | Hold |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $761,670 | 0.25% | 1,020 | Trimmed |
| 23 | PG | PROCTER & GAMBLE CO | $703,513 | 0.23% | 4,798 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $661,641 | 0.22% | 1,774 | Added |
| 25 | WFC | WELLS FARGO & CO | $608,148 | 0.20% | 7,359 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30