Oak Root LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 827,265
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 11 | 827,265 | 13F-HR | Oak Root LLC |
| Q3 2025 | 10/15/2025 | 11 | 863,531 | 13F-HR | Oak Root LLC |
| Q2 2025 | 7/15/2025 | 11 | 807,466 | 13F-HR | Oak Root LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 300.1 K | 36.3% | 0 | 24.05 K | -24.05 K |
| ETFs | 527.2 K | 63.7% | 0 | 12.22 K | -12.22 K |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
827,265
Holdings
11
QoQ value change ($000)
-36,266
(-4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.