Oak Root
$906M 13F equity value
10 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oak Root covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 2,905,949 | $372M | 41.1% |
| AVLC | AMERICAN CENTY ETF TR | 2,008,725 | $181M | 19.9% |
| AVDE | AMERICAN CENTY ETF TR | 1,427,068 | $127M | 14.0% |
| AVEM | AMERICAN CENTY ETF TR | 1,075,466 | $104M | 11.5% |
| VOO | VANGUARD INDEX FDS | 54,519 | $37M | 4.1% |
| VUG | VANGUARD INDEX FDS | 330,492 | $28M | 3.1% |
| VTV | VANGUARD INDEX FDS | 125,436 | $27M | 3.0% |
| IDEV | ISHARES TR | 171,318 | $15M | 1.7% |
| IEMG | ISHARES INC | 147,059 | $12M | 1.3% |
| VXF | VANGUARD INDEX FDS | 6,583 | $2M | 0.2% |
Track Oak Root's 13F portfolio: $906M in reported holdings, 10 positions. Top holdings and quarterly changes on SentiSense.
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