Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $827 Billion
  • Q4 2025

Oak Root LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $827 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 $325B, American Centy ETF Tr with a value of $192B, American Centy ETF Tr Avantis with a value of $117B, American Centy ETF Tr Avantis with a value of $82.8B, and Vanguard Index Fds S&P 500 ETF with a value of $33.4B.

Examining the 13F form we can see an decrease of $36.3B in the current position value, from $864B to 827B.

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 $827 Billion
ETFs: $636 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $827 Billion
  • Prior Value $864 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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