13F Filings History of Oak Root LLC
- Latest 13F filing
- Q1 2026 - 13 Apr 2026
- Latest reported 13F value
- $820,047,588
- Largest 13F holdings
-
AVUS AVLC AVDE AVEM VOO VTV VUG IDEV IEMG VXF
- Form 13F summary
-
- Oak Root LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Oak Root LLC reported 10 equity holdings with a total reported market value of $820,047,588 for Q1 2026. Top reported holdings included AVUS, AVLC, AVDE, AVEM, and VOO.
- Manager signature
- Kevin Charles Root - Managing Member & CCO
- Manager location
- Santa Barbara, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Oak Root LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$820,047,588
Quarter delta
-$7,217,807
Accepted
10 Apr 2026, 17:34
Rows shown
1-10 of 10
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 10 | $820,047,588 | +$5,809,001 | -$13,333,033 | -$7,524,032 | AVUS, AVLC, AVDE, AVEM, VOO | 13F-HR | 10 Apr 2026, 17:34 |
| 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 | -$29,372,353 | -$16,380,571 | AVUS, AVLC, AVDE, AVEM, VOO | 13F-HR | 15 Jul 2025, 08:36 |
| Q1 2025 | 14 | $746,096,642 | +$10,346,815 | -$16,235,818 | -$5,889,003 | 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 | -$1,563,854 | +$28,863,431 | 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 |