StockDriftsStockDriftsTop 10 Oak Root LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 41.07% | 2.91M | $372.2M | +0.00%(+0) | $77.64(+69.34%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 19.94% | 2.01M | $180.7M | -14.58%(-342.73K) | $52.65(+75.37%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 14.05% | 1.43M | $127.3M | +0.00%(+0) | $58.07(+61.76%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 11.45% | 1.08M | $103.8M | +0.00%(+0) | $54.62(+69.38%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.13% | 54.5K | $37.4M | +1.05%(+569) | $426.81(+66.59%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.14% | 330.5K | $28.5M | +9.28%(+28.07K) | $60.02(+48.40%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.02% | 125.4K | $27.3M | +10.36%(+11.77K) | $162.81(+38.69%) | 2026-06-30 | |
| IDEV | ISHARES TR | 1.68% | 171.3K | $15.2M | -22.66%(-50.20K) | $67.23(+38.84%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.34% | 147.1K | $12.2M | -1.86%(-2.79K) | $49.69(+61.44%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 0.18% | 6.6K | $1.6M | -0.12%(-8) | $159.16(+55.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +57.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.93% |
Oak Root LLC reports $906.27M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (41.1%), AVLC (19.9%) and AVDE (14.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +57.40% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oak Root LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2027377). View Oak Root LLC’s 13F filings on SEC