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 $827.3 Millions as of 31 Dec, 2025.

The top stock holdings of Oak Root LLC are AEMB, AEMB, AEMB. The fund has invested 39.3% of it's portfolio in AMERICAN CENTY ETF TR and 23.2% of portfolio in AMERICAN CENTY ETF TR.

They significantly reduced their stock positions in ISHARES INC (EMGF), VANGUARD INDEX FDS (VB) 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
ishares inc	-33.58
vanguard index fds	-12.89
vanguard index fds	-12.53
ishares tr	-9.4
american centy etf tr	-8.82
american centy etf tr	-7.86
american centy etf tr	-5.76
vanguard index fds	-5.29

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: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AEMB	american centy etf tr	39.26	2,905,950	324,827,000	reduced	-4.18

AEMB	american centy etf tr	23.16	2,437,160	191,609,000	reduced	-8.82

AEMB	american centy etf tr	14.20	1,427,070	117,476,000	reduced	-5.76

AEMB	american centy etf tr	10.01	1,075,470	82,832,400	reduced	-7.86

AGT	ishares tr	1.77	177,188	14,614,500	reduced	-9.4

EMGF	ishares inc	1.33	163,640	10,999,900	reduced	-33.58

VB	vanguard index fds	4.04	53,303	33,427,900	reduced	-12.89

VB	vanguard index fds	2.74	46,470	22,670,900	reduced	-5.29

VB	vanguard index fds	2.70	116,982	22,342,400	reduced	-2.69

VB	vanguard index fds	0.26	10,245	2,142,430	reduced	-12.53

VIGI	vanguard whitehall fds	0.52	47,267	4,322,570	reduced	-4.33