13F Filings History of Bull Oak Capital, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$244,786,959
Signature - Title
Ryan Hughes - Chief Executive Officer, CCO
Location
Rancho Santa Fe, CA
Summary
This page shows a list of all the recent 13F filings made by Bull Oak Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bull Oak Capital, LLC reported 36 stock holdings with total value $244,786,959 as of Q4 2025. Top holdings included IVV, IEFA, SHV, SPMO, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $244,786,959 +$7,280,543 -$1,226,950 +$6,053,593 IVV, IEFA, SHV, SPMO, VTI 13F-HR 02 Feb 2026, 11:41
Q3 2025 32 $235,444,710 +$9,315,736 -$6,462,983 +$2,852,753 IVV, IEFA, SHV, SPMO, VTI 13F-HR 10 Nov 2025, 09:23
Q2 2025 32 $219,483,159 +$51,535,559 -$31,659,988 +$19,875,571 IVV, IEFA, SHV, SPMO, VTI 13F-HR 01 Aug 2025, 16:45
Q1 2025 23 $183,445,619 +$15,643,635 -$7,875,006 +$7,768,629 IVV, IEFA, AVUS, SHV, AVUV 13F-HR 30 Apr 2025, 10:13
Q4 2024 26 $179,828,448 +$29,975,321 -$22,065,642 +$7,909,679 IVV, AVUS, IEFA, SHV, AVUV 13F-HR 04 Feb 2025, 18:58
Q3 2024 124 $174,097,940 +$59,988,584 -$48,142,429 +$11,846,155 IVV, AVUS, IEFA, SPAB, AVUV 13F-HR 23 Oct 2024, 12:25
Q2 2024 45 $155,290,840 +$55,160,715 -$50,361,516 +$4,799,199 IVV, AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF, IEFA, AMERICAN CENTURY ETF TRUST AVANTIS U S SMALL CAP VALUE ETF, SPAB 13F-HR 18 Jul 2024, 13:07
Q1 2024 38 $149,237,130 +$59,529,024 -$323,360,647 -$263,831,623 IVV, AVUS, SHV, IEFA, SPAB 13F-HR 11 Apr 2024, 09:47
Q4 2023 39 $388,905,747 +$326,804,425 -$38,863,643 +$287,940,782 SPY, AAPL, FSLR, IVV, AVUV 13F-HR 29 Jan 2024, 16:55
Q3 2023 81 $91,413,362 +$91,413,362 $0 +$91,413,362 AVUV, IVV, SPLG, SPAB, SHV 13F-HR 01 Nov 2023, 09:03
Q2 2023 0 $0 $0 $0 $0 13F-HR 26 Jul 2023, 20:38
Q1 2023 0 $0 $0 -$118,387,438 -$118,387,438 13F-HR 24 Apr 2023, 21:42
Q4 2022 15 $118,387,438 +$53,467,384 -$41,312,030 +$12,155,354 IVV, SPLG, AVUV, SPAB, QQQ 13F-HR 13 Jan 2023, 17:22
Q3 2022 20 $102,553,000 +$37,260,858 -$37,711,502 -$450,644 IVV, SPLG, HDV, KMLM, AVUV 13F-HR 18 Oct 2022, 08:05
Q2 2022 19 $108,133,000 +$60,745,457 -$64,425,123 -$3,679,666 HDV, IVV, SPLG, AVUV, BSV 13F-HR 04 Oct 2022, 17:31
Q1 2022 25 $121,979,000 +$35,258,635 -$19,713,528 +$15,545,107 SPLG, IVV, VT, QQQ, VTV 13F-HR 04 Oct 2022, 17:31
Q4 2021 19 $110,354,000 $0 $0 $0 IVV, SPLG, VTV, QQQ, VT 13F-HR 28 Sep 2022, 11:00