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Blue Oak Capital, LLC

Q2 2025 · 13F-HR

Blue Oak Capital, LLCholdings as filed

Filed 2025-07-16 · accession 0001307125-25-000008

$190.3M
Reported value
67
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$21.7M11.4%461,416CommonSHARED
464287226AGGISHARES TR$21.4M11.2%215,692CommonSHARED
25434V674DFSBDIMENSIONAL ETF TRUST$17.5M9.20%334,101CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$11.1M5.85%99,537CommonSHARED
464288653TLHISHARES TR$8.1M4.25%79,611CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$7.3M3.82%204,358CommonNONE
72201R585PYLDPIMCO ETF TR$6.8M3.59%257,411CommonNONE
46090E103QQQINVESCO QQQ TR$6.7M3.51%12,099CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$6.6M3.48%213,277CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$6.1M3.21%127,165CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$5.9M3.08%149,230CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$4.8M2.50%102,554CommonSHARED
72201R775BONDPIMCO ETF TR$4.7M2.46%50,794CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$4.5M2.34%103,917CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$4.1M2.15%138,645CommonNONE
46434V613IUSBISHARES TR$3.6M1.90%78,240CommonSHARED
464288356CMFISHARES TR$2.8M1.50%51,098CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$2.8M1.49%32,881CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$2.7M1.39%36,043CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$2.6M1.35%85,789CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$2.5M1.33%38,569CommonSHARED
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$2.3M1.20%35,639CommonSHARED
46641Q373BBINJ P MORGAN EXCHANGE TRADED F$2.0M1.07%30,102CommonSHARED
922021605VTECVANGUARD CALIF TAX FREE FDS$1.9M0.98%19,091CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$1.8M0.97%26,119CommonSHARED
037833100AAPLAPPLE INC$1.8M0.93%8,635CommonNONE
46434V316GLOFISHARES TR$1.7M0.91%35,862CommonSHARED
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$1.5M0.80%23,787CommonSHARED
46641Q266JEMAJ P MORGAN EXCHANGE TRADED F$1.4M0.75%33,088CommonSHARED
594918104MSFTMICROSOFT CORP$1.2M0.65%2,505CommonNONE
46641Q449BBCBJ P MORGAN EXCHANGE TRADED F$1.2M0.65%27,231CommonSHARED
25434V872DFCFDIMENSIONAL ETF TRUST$1.2M0.64%29,015CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$1.2M0.60%22,678CommonNONE
72201R205STPZPIMCO ETF TR$1.1M0.58%20,675CommonNONE
464287440IEFISHARES TR$1.0M0.53%10,565CommonSHARED
464287499IWRISHARES TR$917,3090.48%9,974CommonSHARED
72201R643EMNTPIMCO ETF TR$888,8850.47%9,000CommonNONE
78464A664SPTLSPDR SER TR$885,9110.47%33,330CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$880,7610.46%13,734CommonSHARED
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$714,2260.38%16,148CommonSHARED
922908637VVVANGUARD INDEX FDS$656,1380.34%2,293CommonNONE
46432F842IEFAISHARES TR$586,8640.31%7,030CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$530,2960.28%2,580CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$498,1150.26%8,295CommonSHARED
78463V107GLDSPDR GOLD TR$495,0440.26%1,624CommonNONE
464287465EFAISHARES TR$492,5390.26%5,510CommonSHARED
46434G103IEMGISHARES INC$489,1840.26%8,149CommonSHARED
78464A854SPYMSPDR SER TR$475,1750.25%6,537CommonNONE
92826C839VVISA INC$461,5650.24%1,300CommonNONE
92189F106GDXVANECK ETF TRUST$430,7970.23%8,275CommonNONE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$430,7200.23%9,329CommonSHARED
023135106AMZNAMAZON COM INC$409,1620.22%1,865CommonNONE
72201R569PMBSPIMCO ETF TR$399,2180.21%8,139CommonNONE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$354,6040.19%7,603CommonSHARED
02079K305GOOGLALPHABET INC$347,2760.18%1,971CommonNONE
464287457SHYISHARES TR$319,4250.17%3,855CommonSHARED
921932505VOOGVANGUARD ADMIRAL FDS INC$315,6460.17%796CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$310,7480.16%7,885CommonNONE
67066G104NVDANVIDIA CORPORATION$304,9400.16%1,930CommonNONE
19248Y107PSFCOHEN & STEERS SELECT PFD &$285,9680.15%14,199CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$283,0780.15%4,220CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$277,3100.15%5,446CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$244,5150.13%247CommonNONE
46434G764EMXCISHARES INC$232,9870.12%3,690CommonSHARED
464287622IWBISHARES TR$227,1720.12%669CommonSHARED
25434V104DFAUDIMENSIONAL ETF TRUST$219,4250.12%5,180CommonNONE
478160104JNJJOHNSON & JOHNSON$216,1410.11%1,415CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.