Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oak Root LLC (CIK 2027377) reported $820.0M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($323.1M, 39.40%), AVLC ($182.4M, 22.24%), AVDE ($121.1M, 14.76%), AVEM ($86.7M, 10.57%), VOO ($32.2M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $323.1M | 39.40% | 2.9M | Hold |
| 2 | AVLC | AMERICAN CENTY ETF TR | $182.4M | 22.24% | 2.4M | Trimmed |
| 3 | AVDE | AMERICAN CENTY ETF TR | $121.1M | 14.76% | 1.4M | Hold |
| 4 | AVEM | AMERICAN CENTY ETF TR | $86.7M | 10.57% | 1.1M | Hold |
| 5 | VOO | VANGUARD INDEX FDS | $32.2M | 3.93% | 53,950 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $22.3M | 2.72% | 113,665 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $22.0M | 2.68% | 50,403 | Added |
| 8 | IDEV | ISHARES TR | $18.5M | 2.26% | 221,516 | Added |
| 9 | IEMG | ISHARES INC | $10.5M | 1.27% | 149,853 | Trimmed |
| 10 | VXF | VANGUARD INDEX FDS | $1.4M | 0.17% | 6,591 | Trimmed |
| 11 | VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31