account_balance

Investment manager · 13F filer · SEC CIK 2027377

Oak Root LLC

Reported value$907Mas of Sep 30, 2026
Positions10 0 new, 0 sold out
Top 10 weight100.0%AVUS alone is 41%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 10 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 10 as a list
AVUS American Centy ETF Tr 41.0% Held
AVLC American Centy ETF Tr 20.0% Held
AVDE American Centy ETF Tr 14.2% Held
AVEM American Centy ETF Tr 11.1% Held
VOO Vanguard Index FDS 4.2% Held
VUG Vanguard Index FDS 3.3% Held
VTV Vanguard Index FDS 3.0% Held
IDEV iShares Tr 1.7% Held
IEMG iShares Inc 1.3% Held
VXF Vanguard Index FDS 0.2% Added +16489%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 13, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist