Bull Oak Capital, LLC
All 13F Filings
- Location
- Rancho Santa Fe, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 260,180
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 38 | 260,180 | 13F-HR | Bull Oak Capital, LLC |
| Q4 2025 | 2/2/2026 | 36 | 244,787 | 13F-HR | Bull Oak Capital, LLC |
| Q3 2025 | 11/10/2025 | 32 | 235,445 | 13F-HR | Bull Oak Capital, LLC |
| Q2 2025 | 8/1/2025 | 32 | 219,483 | 13F-HR | Bull Oak Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.381 K | 2.1% | 0 | 128.6 K | -128.6 K |
| ETFs | 248.6 K | 95.5% | 143.2 K | 0 | 143.2 K |
| Debt | 6.223 K | 2.4% | 782 | 0 | 782 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
260,180
Holdings
38
QoQ value change ($000)
15,393
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.