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Oak Root LLC

Q1 2026 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    10

  • Value ($000)

    $820,048

  • Date Filed
    04/13/2026
  • Form type
    13F-HR
  • CIK
    0002027377
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$323.08M
39 %

2,905,949

A
AVLC

AMERICAN CENTY ETF TR

AVANTIS US LARG
025072158
$182.36M
22 %

2,351,457

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$121.07M
15 %

1,427,068

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$86.66M
11 %

1,075,466

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$32.24M
4 %

53,950

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$22.3M
3 %

113,665

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$22.02M
3 %

50,403

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$18.51M
2 %

221,516

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$10.45M
1 %

149,853

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$1.36M
0 %

6,591

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