Oak Root LLC
RIA/Wealth
Oak Root LLC is a RIA/Wealth led by Kevin Charles Root, managing $863.5M across 11 long positions as of Q3 2025 with 100% ETF concentration, 100% concentrated in top 10 holdings, and 38% allocation to AVUS.
Managing PartnerKevin Charles Root
- Portfolio Value
- $863.5M
- Positions
- 11
- Top Holding
- AVUS at 38.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Oak Root LLC's portfolio (99.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $329.7M | 38.18% | — | — 3.0M shares | |
ETF ETF | $204.5M | 23.68% | -$3.6M Sold | — 2.7M shares | |
ETF ETF | $119.5M | 13.84% | — | — 1.5M shares | |
ETF ETF | $87.7M | 10.15% | — | — 1.2M shares | |
ETF ETF | $37.5M | 4.34% | -$862.2K Sold | — 61.2K shares | |
ETF ETF | $23.5M | 2.73% | -$594.7K Sold | — 49.1K shares | |
ETF ETF | $22.4M | 2.60% | -$443.5K Sold | — 120.2K shares | |
ETF ETF | $16.2M | 1.88% | -$357.3K Sold | — 246.4K shares | |
ETF ETF | $15.7M | 1.82% | -$286.6K Sold | — 195.6K shares | |
ETF ETF | $4.4M | 0.51% | -$58.0K Sold | — 49.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Oak Root LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-2.51% | |
-2.46% | |
-2.25% | |
-2.15% | |
-1.94% |
Analytics
Portfolio insights and performance metrics for Oak Root LLC
GthenA