Oak Root LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Oak Root LLC held in its portfolio 11 assets valued at $827,265,395 (i.e. $827.27M).

The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($324.83M), AMERICAN CENTY ETF TR ($191.61M), and AMERICAN CENTY ETF TR ($117.48M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Oak Root LLC Portfolio

AMERICAN CENTY ETF TR

VANGUARD INDEX FDS

ISHARES TR

ISHARES INC

VANGUARD WHITEHALL FDS

Oak Root LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AMERICAN CENTY ETF TR	2905949	324826979	US EQT ETF
AMERICAN CENTY ETF TR	2437157	191609283	AVANTIS US LARG
AMERICAN CENTY ETF TR	1427068	117476238	INTL EQT ETF
AMERICAN CENTY ETF TR	1075466	82832391	AVANTIS EMGMKT
VANGUARD INDEX FDS	53303	33427910	S&P 500 ETF SHS
VANGUARD INDEX FDS	46470	22670854	GROWTH ETF
VANGUARD INDEX FDS	116982	22342392	VALUE ETF
ISHARES TR	177188	14614466	CORE MSCI INTL
ISHARES INC	163640	10999881	CORE MSCI EMKT
VANGUARD WHITEHALL FDS	47267	4322567	INTL DVD ETF
VANGUARD INDEX FDS	10245	2142434	EXTEND MKT ETF