Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $864 Billion
  • Q3 2025

Oak Root LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $864 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 $330B, American Centy ETF Tr with a value of $205B, American Centy ETF Tr Avantis with a value of $119B, American Centy ETF Tr Avantis with a value of $87.7B, and Vanguard Index Fds S&P 500 ETF with a value of $37.5B.

Examining the 13F form we can see an increase of $56.1B in the current position value, from $807B to 864B.

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 $864 Billion
ETFs: $659 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 $864 Billion
  • Prior Value $807 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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