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13F-HR filed by Oak Root LLC

Oak Root LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 10 holding rows worth $820,047,588.

Accession
0002085853-26-000342
Filed
2026-04-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 10 entries on the cover page, a total value of $820,047,588 stated on the cover page (in dollars after the unit check, H1), rows summing to $820,047,588 with VALUE read as dollars as filed, 13F file number 028-24203. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Avantis US Equity ETF025072885SHS2,905,949$323,083,410dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG2,351,457$182,355,490dollars as filed
Avantis International Equity ETF025072703SHS1,427,068$121,072,449dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS1,075,466$86,661,050dollars as filed
Vanguard S&P 500 ETF922908363COM53,950$32,237,823dollars as filed
Vanguard Value ETF922908744SHS113,665$22,301,073dollars as filed
Vanguard Growth922908736COM50,403$22,015,526dollars as filed
ISHARES TR46435G326CORE MSCI INTL221,516$18,512,092dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS149,853$10,452,247dollars as filed
Vanguard Extended Market ETF922908652SHS6,591$1,356,428dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000342this filing2026-04-13acceptance time not in the bulk data set