Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $746 Billion
  • Q1 2025

Oak Root LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $746 Billion distributed in 14 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 $282B, American Centy ETF Tr with a value of $186B, American Centy ETF Tr Avantis with a value of $101B, American Centy ETF Tr Avantis with a value of $70.6B, and Vanguard Index Fds S&P 500 ETF with a value of $32.5B.

Examining the 13F form we can see an decrease of $22B in the current position value, from $768B to 746B.

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 $746 Billion
ETFs: $560 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$282 Billion 37.76% of portfolio
3,049,727
Q1 2025 Added 0.43%
American Centy ETF Tr
-
$186 Billion 24.89% of portfolio
-
Q1 2025 Reduced 0.55%
$0
$101 Billion 13.53% of portfolio
1,523,081
Q1 2025 Added 0.44%
$0
$70.6 Billion 9.47% of portfolio
1,174,021
Q1 2025 Added 0.44%
$0
$32.5 Billion 4.35% of portfolio
63,183
Q1 2025 Reduced 3.19%
$0
$15 Billion 2.0% of portfolio
86,571
Q1 2025 Added 26.79%
$0
$14.7 Billion 1.97% of portfolio
39,622
Q1 2025 Added 38.58%
$0
$13.9 Billion 1.86% of portfolio
257,455
Q1 2025 Reduced 10.14%
$0
$12.4 Billion 1.66% of portfolio
180,212
Q1 2025 Reduced 35.59%
$0
$8.4 Billion 1.13% of portfolio
48,752
Q1 2025 Added 13.11%
$0
$3.69 Billion 0.49% of portfolio
44,482
Q1 2025 Reduced 33.72%
$0
$2.25 Billion 0.3% of portfolio
35,448
Q1 2025 Reduced 35.56%
$0
$2.15 Billion 0.29% of portfolio
27,030
Q1 2025 Added 3.34%
$0
$2.16 Billion 0.29% of portfolio
25,994
Q1 2025 Added 4.12%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $746 Billion
  • Prior Value $768 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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