Latest Oak Root LLC Stock Portfolio

About Oak Root LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Oak Root LLC reported an equity portfolio of $863.5 Millions as of 30 Sep, 2025.

The top stock holdings of Oak Root LLC are AEMB, AEMB, AEMB. The fund has invested 38.2% of it's portfolio in AMERICAN CENTY ETF TR and 23.7% of portfolio in AMERICAN CENTY ETF TR.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES INC (EMGF) and ISHARES TR (AGT).

New Buys

No new stocks were added by Oak Root LLC

Additions

No additions were made to existing positions by Oak Root LLC

Reductions

Ticker	% Reduced
vanguard index fds	-2.51
vanguard index fds	-2.46
vanguard index fds	-2.25
ishares inc	-2.15
vanguard index fds	-1.94
ishares tr	-1.8
american centy etf tr	-1.75
vanguard whitehall fds	-1.29

Oak Root LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Oak Root LLC

Oak Root LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Oak Root LLC

Last Reported on: 15 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AEMB	american centy etf tr	38.17	3,032,700	329,655,000	unchanged	0.00

AEMB	american centy etf tr	23.68	2,672,980	204,509,000	reduced	-1.75

AEMB	american centy etf tr	13.84	1,514,300	119,478,000	unchanged	0.00

AEMB	american centy etf tr	10.15	1,167,220	87,669,500	unchanged	0.00

AGT	ishares tr	1.82	195,576	15,679,300	reduced	-1.8

EMGF	ishares inc	1.88	246,389	16,242,000	reduced	-2.15

VB	vanguard index fds	4.34	61,187	37,469,700	reduced	-2.25

VB	vanguard index fds	2.72	49,066	23,532,500	reduced	-2.46

VB	vanguard index fds	2.60	120,210	22,418,000	reduced	-1.94

VB	vanguard index fds	0.28	11,712	2,451,790	reduced	-2.51

VIGI	vanguard whitehall fds	0.51	49,407	4,425,380	reduced	-1.29