Oak Root LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$820M
Holdings
10
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Sold 4.2% (3.03M → 2.91M shares)
39.4%
02
$AVLC
AMERICAN CENTY ETF TR
Q4 2025: Sold 8.8% (2.67M → 2.44M shares)
22.2%
03
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Sold 5.8% (1.51M → 1.43M shares)
14.8%
04
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: Sold 7.9% (1.17M → 1.08M shares)
10.6%
05
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 12.9% (61.2k → 53.3k shares)
3.9%
06
$VTV
VANGUARD INDEX FDS
Q4 2025: Sold 2.7% (120.2k → 117.0k shares)
2.7%
07
$VUG
VANGUARD INDEX FDS
Q4 2025: Sold 5.3% (49.1k → 46.5k shares)
2.7%
08
$IDEV
ISHARES TR
Q4 2025: Sold 9.4% (195.6k → 177.2k shares)
2.3%
09
$IEMG
ISHARES INC
Q4 2025: Sold 33.6% (246.4k → 163.6k shares)
1.3%
10
$VXF
VANGUARD INDEX FDS
Q4 2025: Sold 12.5% (11.7k → 10.2k shares)
0.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.