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CIK: 0002027377
Total reported value
$906.3M
$906.3M
11 檔
82.8%
As reported in its official Q4 2025 Form 13F filing, Oak Root LLC's tracked investment portfolio stood at $906.3M with 11 total positions.
In Q4 2025, Oak Root LLC adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, AVLC, AVDE) accounted for 82.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 39.27% | +1.67% | -4.18% | |
| 2 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 23.16% | -2.30% | -8.82% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 14.20% | -0.71% | -5.76% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 10.01% | +0.88% | -7.86% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.04% | +0.20% | -12.89% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.74% | +0.46% | -5.29% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.70% | +0.30% | -2.69% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.77% | -0.58% | -9.40% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | +0.07% | -33.58% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.52% | — | -4.33% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.26% | +0.01% | -12.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +1.1% | -4.18% | Trim |
| 2 | AVDE | Avantis International Equity | +0.4% | -5.76% | Trim |
| 3 | VTV | Vanguard Value ETF | +0.1% | -2.69% | Trim |
| 4 | VUG | Vanguard Growth ETF | 0% | -5.29% | Trim |
| 5 | VIGI | Vanguard Int Div App Indx Fd | 0% | -4.33% | Trim |
| 6 | VXF | Vanguard Extended Market ETF | 0% | -12.53% | Trim |
| 7 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -9.40% | Trim |
| 8 | AVEM | Avantis Emerging Markets Eq | -0.1% | -7.86% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | -0.3% | -12.89% | Trim |
| 10 | AVLC | Avantis US Lg Cap Eq ETF | -0.5% | -8.82% | Trim |
| 11 | IEMG | Ishares Core Msci Emerging | -0.6% | -33.58% | Trim |
According to official SEC Form 13F filings, Oak Root LLC reported a total U.S. public equity portfolio value of $906.3M across 11 disclosed positions in Q4 2025.
During Q4 2025, Oak Root LLC's top holdings by market value included AVUS (39.3%)、AVLC (23.2%)、AVDE (14.2%). The largest single position, AVUS, represented 39.3% of total portfolio value.
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Top Position Liquidated / Trimmed
AVUS
前期市值: $329.7M
In Q4 2025, Oak Root LLC made 11 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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