Latest Oak Root LLC Stock Portfolio
$906Million
About Oak Root LLC and 13F Hedge Fund Stock Holdings
On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Oak Root LLC reported an equity portfolio of $906.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Oak Root LLC are AEMB, AEMB, AEMB. The fund has invested 41.1% of it's portfolio in AMERICAN CENTY ETF TR and 19.9% of portfolio in AMERICAN CENTY ETF TR. <br><br> They significantly reduced their stock positions in ISHARES TR (AGT), AMERICAN CENTY ETF TR (AEMB) and ISHARES INC (EMGF). 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: 13 Jul, 2026
$906Million
as of Jul 13, 2026New Buys
No new stocks were added by Oak Root LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 555 |
| vanguard index fds | 10.36 |
| vanguard index fds | 1.05 |
Additions to existing portfolio by Oak Root LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -22.66 |
| american centy etf tr | -14.58 |
| ishares inc | -1.86 |
| vanguard index fds | -0.12 |
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
$906.27MTotal Value
10.00Positions
13 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 41.07% | 2,905,950 | $372.19M 41.07% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 19.94% | 2,008,720 | $180.71M 19.94% | 14.58%decreased 14.58 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 14.05% | 1,427,070 | $127.29M 14.05% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 11.45% | 1,075,470 | $103.77M 11.45% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 1.68% | 171,318 | $15.25M 1.68% | 22.66%decreased 22.66 percentreduced | |
 EMGF Ishares IncIshares IncEMGF | 1.34% | 147,059 | $12.18M 1.34% | 1.86%decreased 1.86 percentreduced | |
 VB Vanguard Index FdsVanguard Index FdsVB | 4.13% | 54,519 | $37.44M 4.13% | 1.05%increased 1.05 percentadded | |
VB Vanguard Index FdsVanguard Index FdsVB | 3.14% | 330,492 | $28.47M 3.14% | 555.7%increased 555.7 percentadded | |
VB Vanguard Index FdsVanguard Index FdsVB | 3.02% | 125,436 | $27.34M 3.02% | 10.36%increased 10.36 percentadded | |
VB Vanguard Index FdsVanguard Index FdsVB | 0.18% | 6,583 | $1.62M 0.18% | 0.12%decreased 0.12 percentreduced | |