Latest Oak Root LLC Stock Portfolio
About Oak Root LLC and 13F Hedge Fund Stock Holdings
On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Oak Root LLC reported an equity portfolio of $820 Millions as of 31 Mar, 2026.
The top stock holdings of Oak Root LLC are AEMB, AEMB, AEMB. The fund has invested 39.4% of it's portfolio in AMERICAN CENTY ETF TR and 22.2% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off VANGUARD WHITEHALL FDS (VIGI) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES INC (EMGF) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT) and VANGUARD INDEX FDS (VB).
The top stock holdings of Oak Root LLC are AEMB, AEMB, AEMB. The fund has invested 39.4% of it's portfolio in AMERICAN CENTY ETF TR and 22.2% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off VANGUARD WHITEHALL FDS (VIGI) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES INC (EMGF) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT) and VANGUARD INDEX FDS (VB).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 25.02 |
| vanguard index fds | 8.46 |
| vanguard index fds | 1.21 |
Additions to existing portfolio by Oak Root LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -35.67 |
| ishares inc | -8.43 |
| american centy etf tr | -3.52 |
| vanguard index fds | -2.84 |
Oak Root LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard whitehall fds | -4,322,570 |
Oak Root LLC got rid off the above stocks
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: 13 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEMB | american centy etf tr | 39.40 | 2,905,950 | 323,083,000 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 22.24 | 2,351,460 | 182,355,000 | reduced | -3.52 | ||
| AEMB | american centy etf tr | 14.76 | 1,427,070 | 121,072,000 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 10.57 | 1,075,470 | 86,661,000 | unchanged | 0.00 | ||
| AGT | ishares tr | 2.26 | 221,516 | 18,512,100 | added | 25.02 | ||
| EMGF | ishares inc | 1.27 | 149,853 | 10,452,200 | reduced | -8.43 | ||
| VB | vanguard index fds | 3.93 | 53,950 | 32,237,800 | added | 1.21 | ||
| VB | vanguard index fds | 2.72 | 113,665 | 22,301,100 | reduced | -2.84 | ||
| VB | vanguard index fds | 2.68 | 50,403 | 22,015,500 | added | 8.46 | ||
| VB | vanguard index fds | 0.16 | 6,591 | 1,356,430 | reduced | -35.67 | ||
| VIGI | vanguard whitehall fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||