Arkolith/Funds/Oak Root LLC

Oak Root LLC

CIK 2027377
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Oak Root LLC holds a concentrated book of 10 stocks worth $906.3M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they trimmed AMERICAN CENTY ETF TR. Their largest long position is AMERICAN CENTY ETF TR at 41% of the equity book.

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Use Arkolith to show Oak Root LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
3
existing
Trimmed
4
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
91%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • VANGUARD INDEX FDS
    ▲+556%$24.1M
  • VANGUARD INDEX FDS
    ▲+10%$2.6M
  • VANGUARD INDEX FDS
    ▲+1.1%$391K
Trimmed / exited
  • AMERICAN CENTY ETF TR
    ▼−15%$30.8M
  • ISHARES TR
    ▼−23%$4.5M
  • ISHARES INC
    ▼−1.9%$231K
  • VANGUARD INDEX FDS
    ▼−0.1%$2K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1American Centy ETF TR
US EQT ETF
$372.2M2.91M
41.1%
—Held
2American Centy ETF TR
AVANTIS US LARG
$180.7M2.01M
19.9%
▼−15%
Reduced · −343K sh
3American Centy ETF TR
INTL EQT ETF
$127.3M1.43M
14.0%
—Held
4American Centy ETF TR
AVANTIS EMGMKT
$103.8M1.08M
11.5%
—Held
5Vanguard Index FDS
S&P 500 ETF SHS
$37.4M54.5K
4.1%
▲+1.1%
Added · +569 sh
6Vanguard Index FDS
GROWTH ETF
$28.5M330.5K
3.1%
▲+556%
Added · +280K sh
7Vanguard Index FDS
VALUE ETF
$27.3M125.4K
3.0%
▲+10%
Added · +12K sh
8Ishares TR
CORE MSCI INTL
$15.2M171.3K
1.7%
▼−23%
Reduced · −50K sh
9Ishares Inc
CORE MSCI EMKT
$12.2M147.1K
1.3%
▼−1.9%
Reduced · −3K sh
10Vanguard Index FDS
EXTEND MKT ETF
$1.6M6.6K
0.2%
▼−0.1%
Reduced · −8 sh
Showing all 10 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202610$906.3M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202610$820.0M13F-HR
Q4 2025Dec 31, 2025Jan 16, 202611$827.3M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202511$863.5M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202511$807.5M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202514$746.1M13F-HR
Q4 2024Dec 31, 2024Jan 30, 202515$768.1M13F-HR
Q3 2024Sep 30, 2024Oct 30, 202415$792.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.