Bull Oak Capital, LLC

Q1 2026 13F-HR Holdings

Location
Rancho Santa Fe, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$260,180
Net value change ($000)
+15,393 (6.3%)
New positions
5
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHV 3,682 15.1%
IVV 3,059 4.1%
IEFA 2,237 6.9%
SGOV 2,097 22.1%
IAU 1,125 14.6%
SPMO 822 4.4%
AVUV 724 22.3%
AVDV 686 9.9%
WFC 590 NEW
SPAB 531 14.7%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -679 -18.1%
SPYM -498 -5.2%
GOOGL -303 -100.0%
BAC -277 -100.0%
CRM -261 -100.0%
INTU -196 -34.6%
QCOM -191 -24.7%
MSFT -165 -23.5%
VUG -152 -10.5%
VO -151 -5.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type