Bull Oak Capital, LLC
All 13F Filings
- Location
- Rancho Santa Fe, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 300,201
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 40 | 300,201 | 13F-HR | Bull Oak Capital, LLC |
| 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 | 6.364 K | 2.1% | 983 | 0 | 983 |
| ETFs | 287.5 K | 95.8% | 38.9 K | 0 | 38.9 K |
| Debt | 6.361 K | 2.1% | 138 | 0 | 138 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
300,201
Holdings
40
QoQ value change ($000)
40,021
(15.4%)
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.