Oak Root LLC, a firm managed by Kevin Charles Root, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing, signed on October 9, 2026, lists the firm's address as 2692 Sycamore Canyon Rd, Santa Barbara, CA.
The report details a portfolio consisting of 10 equity securities. The filings indicate that Oak Root LLC holds sole voting and dispositive power over all listed positions. The total number of shares reported across the portfolio is 7,143,717.
The largest holding disclosed in the filing is the American Century International Equity ETF, for which the firm holds 1,427,066 shares. This is followed by the American Century US Equity ETF, with 2,905,949 shares, and the American Century Avantis Emerging Markets ETF, which holds 1,075,466 shares. The firm also holds positions in the Vanguard S&P 500 ETF Shares, with 54,519 shares, and the Vanguard Morningstar Growth ETF, with 330,492 shares.
The remaining positions listed in the filing include the Vanguard Morningstar Value ETF (125,436 shares), the Vanguard Extended Market Index Fund ETF Shares (1,092,060 shares), the iShares Core MSCI International ETF (171,318 shares), the iShares Core MSCI Emerging Markets ETF (147,059 shares), and the American Century Avantis US Large Cap ETF (2,008,725 shares).
