Bull Oak Capital
Bull Oak Capital reported 39 stocks worth $306M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IVV (37.4%), IEFA (13.0%) and SPMO (9.8%). Compared with Q2 2026, the fund opened new positions in XOM and ADBE, added to IVV, IEFA and SPMO, trimmed AVUS, SPYM and SGOV and sold out of XOM, OKLO and VBR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $114M | 37.4% | 149K | +4,743 (+3%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $39.8M | 13.0% | 411K | +8,218 (+2%) | 8 of 8 | |
| 3 |  SPMO Invesco S&P | $29.9M | 9.8% | 197K | +8,097 (+4%) | 6 of 8 | |
| 4 |  SHV Ishares TR | $27.8M | 9.1% | 252K | +617 (+0%) | 8 of 8 | |
| 5 |  AVUS Avantis U.s. Equity ETF | $12.9M | 4.2% | 101K | −501 (−0%) | 8 of 8 | |
| 6 |  SPYM Spdr Series Trust | $10.2M | 3.3% | 114K | −2,069 (−2%) | 8 of 8 | |
| 7 |  AVDV Avantis International Small Cap Value ETF | $8.6M | 2.8% | 78K | +1,344 (+2%) | 8 of 8 | |
| 8 |  SGOV Ishares TR | $8M | 2.6% | 80K | −25K (−24%) | 6 of 8 | |
| 9 |  IAU Ishares Gold TR | $7.8M | 2.5% | 100K | +2,303 (+2%) | 6 of 8 | |
| 10 |  AVUV American Centy ETF TR | $7.5M | 2.5% | 64K | +1,677 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bull Oak Capital 13F FAQ
What does Bull Oak Capital own?
Bull Oak Capital reported 39 stocks worth $306M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IVV (37.4%), IEFA (13.0%) and SPMO (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Bull Oak Capital buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 8 added to, 10 trimmed and 3 sold out. New positions include XOM and ADBE. It sold all of XOM, OKLO and VBR.
When will Bull Oak Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bull Oak Capital's portfolio worth?
The Q3 2026 filing reports $306M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.