• 13F History

Oak Root LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$746M
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 14 stock holdings with total value $746M as of Q1 2025. Top holdings included AVUS, AVLC, AVDE, AVEM, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 14 $746M +$10.3M -$16.2M -$5.89M AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 4/10/2025, 03:19 PM
Q4 2024 15 $768M +$3.65M -$19.9M -$16.2M AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 1/30/2025, 03:15 PM
Q3 2024 15 $792M +$1.26M -$3.53M -$2.27M AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 10/30/2024, 02:25 PM
Q2 2024 15 $750M +$4.42M -$8.31M -$3.88M AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 8/1/2024, 03:44 PM
Q1 2024 15 $746M +$30.4M -$1.56M +$28.9M AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 7/10/2024, 10:04 AM
Q4 2023 15 $662M $0 $0 AVUS, AVLC, AVDE, AVEM, VOO 13F-HR 6/24/2024, 08:52 AM