§ 13F · FUND PROFILE
Oak Root LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $807.5T (13F)Positions · 11Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$827.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 2.91M | $324.8T | 39.3% | NEW |
| 2 | AVLC | AMERICAN CENTY ETF TR | 2.44M | $191.6T | 23.2% | NEW |
| 3 | AVDE | AMERICAN CENTY ETF TR | 1.43M | $117.5T | 14.2% | NEW |
| 4 | AVEM | AMERICAN CENTY ETF TR | 1.08M | $82.8T | 10.0% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 53K | $33.4T | 4.0% | NEW |
| 6 | VUG | VANGUARD INDEX FDS | 46K | $22.7T | 2.7% | NEW |
| 7 | VTV | VANGUARD INDEX FDS | 117K | $22.3T | 2.7% | NEW |
| 8 | IDEV | ISHARES TR | 177K | $14.6T | 1.8% | NEW |
| 9 | IEMG | ISHARES INC | 164K | $11.0T | 1.3% | NEW |
| 10 | VIGI | VANGUARD WHITEHALL FDS | 47K | $4.3T | 0.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAK SIGNAL
AC read
Oak Root LLC is a Other fund managing $807466.0 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed