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Oak Root LLC

Q2 2026 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    10

  • Value ($000)

    $906,266

  • Date Filed
    07/13/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$372.19M
41 %

2,905,949

A
AVLC

AMERICAN CENTY ETF TR

AVANTIS US LARG
025072158
$180.7M
20 %

2,008,725

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$127.29M
14 %

1,427,068

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$103.77M
12 %

1,075,466

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$37.44M
4 %

54,519

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$28.47M
3 %

330,492

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$27.34M
3 %

125,436

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$15.25M
2 %

171,318

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$12.18M
1 %

147,059

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$1.62M
0 %

6,583

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