Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $807 Billion
  • Q2 2025

Oak Root LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $807 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $306B, American Centy ETF Tr with a value of $193B, American Centy ETF Tr Avantis with a value of $112B, American Centy ETF Tr Avantis with a value of $80B, and Vanguard Index Fds S&P 500 ETF with a value of $35.6B.

Examining the 13F form we can see an increase of $61.4B in the current position value, from $746B to 807B.

Oak Root LLC is based out at Santa Barbara, CA

Below you can find more details about Oak Root LLC portfolio as well as his latest detailed transactions.

Portfolio value $807 Billion
ETFs: $614 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$306 Billion 37.87% of portfolio
3,032,705
Q2 2025 Reduced 0.56%
American Centy ETF Tr
-
$193 Billion 23.94% of portfolio
-
Q2 2025 Reduced 5.95%
$0
$112 Billion 13.88% of portfolio
1,514,299
Q2 2025 Reduced 0.58%
$0
$80 Billion 9.91% of portfolio
1,167,215
Q2 2025 Reduced 0.58%
$0
$35.6 Billion 4.4% of portfolio
62,595
Q2 2025 Reduced 0.93%
$0
$22.1 Billion 2.73% of portfolio
50,306
Q2 2025 Added 26.96%
$0
$21.7 Billion 2.68% of portfolio
122,588
Q2 2025 Added 41.6%
$0
$15.1 Billion 1.88% of portfolio
199,151
Q2 2025 Added 10.51%
$0
$15.1 Billion 1.87% of portfolio
251,809
Q2 2025 Reduced 2.19%
$0
$4.51 Billion 0.56% of portfolio
50,054
Q2 2025 Added 12.53%
$0
$2.32 Billion 0.29% of portfolio
12,013
Q2 2025 Reduced 75.36%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $807 Billion
  • Prior Value $746 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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