Latest Oak Root LLC Stock Portfolio
$907Million
About Oak Root LLC and 13F Hedge Fund Stock Holdings
On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Oak Root LLC reported an equity portfolio of $907.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Oak Root LLC are AEMB, AEMB, AEMB. The fund has invested 41% of it's portfolio in AMERICAN CENTY ETF TR and 20% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB).
Oak Root LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$907Million
as of Oct 09, 2026New Buys
No new stocks were added by Oak Root LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 16,489 |
Additions to existing portfolio by Oak Root LLC
Reductions
None of the existing positions were reduced by Oak Root LLC
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
$907.14MTotal Value
10.00Positions
09 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 41.03% | 2,905,950 | $372.22M 41.03% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 19.99% | 2,008,720 | $181.33M 19.99% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 14.18% | 1,427,070 | $128.59M 14.18% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 11.15% | 1,075,470 | $101.11M 11.15% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 1.69% | 171,318 | $15.33M 1.69% | 0%unchanged 0 percentunchanged | |
 EMGF Ishares IncIshares IncEMGF | 1.32% | 147,059 | $11.94M 1.32% | 0%unchanged 0 percentunchanged | |
 VB Vanguard Index FdsVanguard Index FdsVB | 4.21% | 54,519 | $38.21M 4.21% | 0%unchanged 0 percentunchanged | |
VB Vanguard Index FdsVanguard Index FdsVB | 3.28% | 330,492 | $29.78M 3.28% | 0%unchanged 0 percentunchanged | |
VB Vanguard Index FdsVanguard Index FdsVB | 2.99% | 125,436 | $27.10M 2.99% | 0%unchanged 0 percentunchanged | |
VB Vanguard Index FdsVanguard Index FdsVB | 0.17% | 1,092,060 | $1.52M 0.17% | 16489.1%increased 16489.1 percentadded | |