13F Filings History of Oak Root LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$827,265,395
Signature - Title
Kevin Charles Root - Managing Member & CCO
Location
Santa Barbara, CA
Summary
This page shows a list of all the recent 13F filings made by Oak Root LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oak Root LLC reported 11 stock holdings with total value $827,265,395 as of Q4 2025. Top holdings included AVUS, AVLC, AVDE, AVEM, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 11 $827,265,395 $0 -$61,364,967 -$61,364,967 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 16 Jan 2026, 17:19
Q3 2025 11 $863,530,729 $0 -$6,310,596 -$6,310,596 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 14 Oct 2025, 17:39
Q2 2025 11 $807,465,966 +$12,991,782 -$29,372,354 -$16,380,572 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 15 Jul 2025, 08:36
Q1 2025 14 $746,096,642 +$10,346,816 -$16,235,818 -$5,889,002 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 10 Apr 2025, 15:19
Q4 2024 15 $768,078,512 +$3,651,939 -$19,885,333 -$16,233,394 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 30 Jan 2025, 15:15
Q3 2024 15 $792,384,211 +$1,257,117 -$3,530,925 -$2,273,808 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 30 Oct 2024, 14:25
Q2 2024 15 $750,410,941 +$4,424,273 -$8,306,719 -$3,882,446 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 01 Aug 2024, 15:44
Q1 2024 15 $746,304,928 +$30,427,285 -$1,563,855 +$28,863,430 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 10 Jul 2024, 10:04
Q4 2023 15 $661,512,710 $0 $0 $0 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 24 Jun 2024, 08:52