Oak Root
Latest statistics and disclosures from Oak Root's latest quarterly 13F-HR filing:
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Portfolio Holdings for Oak Root
Oak Root holds 10 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 41.0 | $372M | 2.9M | 128.09 |
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| American Centy Etf Tr Avantis Us Larg (AVLC) | 20.0 | $181M | 2.0M | 90.27 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 14.2 | $129M | 1.4M | 90.11 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 11.1 | $101M | 1.1M | 94.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $38M | 55k | 700.86 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 3.3 | $30M | 331k | 90.11 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 3.0 | $27M | 125k | 216.08 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.7 | $15M | 171k | 89.48 |
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| Ishares Core Msci Emkt (IEMG) | 1.3 | $12M | 147k | 81.16 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.5M | +16489% | 1.1M | 1.40 |
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Past Filings by Oak Root
SEC 13F filings are viewable for Oak Root going back to 2023
- Oak Root 2026 Q3 filed Oct. 9, 2026
- Oak Root 2026 Q2 filed July 13, 2026
- Oak Root 2026 Q1 filed April 13, 2026
- Oak Root 2025 Q4 filed Jan. 16, 2026
- Oak Root 2025 Q3 filed Oct. 15, 2025
- Oak Root 2025 Q2 filed July 15, 2025
- Oak Root 2025 Q1 filed April 10, 2025
- Oak Root 2024 Q4 filed Jan. 30, 2025
- Oak Root 2024 Q3 filed Oct. 30, 2024
- Oak Root 2024 Q2 filed Aug. 1, 2024
- Oak Root 2024 Q1 filed July 10, 2024
- Oak Root 2023 Q4 filed June 24, 2024