Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $768 Billion
  • Q4 2024

Oak Root LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $768 Billion distributed in 15 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 $294B, American Centy ETF Tr with a value of $196B, American Centy ETF Tr Avantis with a value of $93.1B, American Centy ETF Tr Avantis with a value of $68.7B, and Vanguard Index Fds S&P 500 ETF with a value of $35.2B.

Examining the 13F form we can see an decrease of $24.3B in the current position value, from $792B to 768B.

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 $768 Billion
ETFs: $572 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $768 Billion
  • Prior Value $792 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Oak Root LLC Portfolio

Follow Oak Root LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Root LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Root LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email