StockDriftsStockDriftsTop 40 Bull Oak Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 36.08% | 144.6K | $108.3M | +21.46%(+25.55K) | $551.36(+41.27%) | 2026-06-30 | |
| IEFA | ISHARES TR | 12.97% | 403.0K | $38.9M | +5.53%(+21.12K) | $70.41(+43.90%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 10.17% | 189.0K | $30.5M | +7.73%(+13.56K) | $109.46(+40.06%) | 2026-06-30 | |
| SHV | ISHARES TR | 9.26% | 251.8K | $27.8M | -0.91%(-2.32K) | $110.33(-0.08%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.33% | 101.6K | $13.0M | -0.60%(-611) | $85.10(+55.57%) | 2026-06-30 | |
| SGOV | ISHARES TR | 3.5% | 104.5K | $10.5M | -9.14%(-10.51K) | $100.64(-0.07%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.39% | 115.8K | $10.2M | -1.45%(-1.71K) | $58.69(+55.48%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 2.64% | 76.9K | $7.9M | +0.63%(+483) | $67.19(+65.27%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.58% | 62.0K | $7.7M | +72.46%(+26.06K) | $95.94(+33.57%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.46% | 97.7K | $7.4M | -2.23%(-2.23K) | $61.32(+35.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.81% | +51.32% | — | — | +30.18% |
| Top 20 Holdings Unweighted | +14.73% | +51.01% | — | — | +29.91% |
Bull Oak Capital, LLC reports $300.20M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are IVV (36.1%), IEFA (13.0%) and SPMO (10.2%). The top 20 holdings account for 97.28% of reported assets. Its disclosed equity book has returned +51.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bull Oak Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1824263). View Bull Oak Capital, LLC’s 13F filings on SEC