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Oak Root LLC’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Oak Root LLC’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$181M Hold
2,008,725
– – 19.99% 2
2026
Q2 		$181M Sell
2,008,725
-342,732
-15% -$29.6M 19.94% 2
2026
Q1 		$182M Sell
2,351,457
-85,700
-4% -$6.87M 22.24% 2
2025
Q4 		$192M Sell
2,437,157
-235,818
-9% -$18.3M 23.16% 2
2025
Q3 		$205M Sell
2,672,975
-47,645
-2% -$3.51M 23.68% 2
2025
Q2 		$193M Sell
2,720,620
-172,150
-6% -$11.3M 23.94% 2
2025
Q1 		$186M Sell
2,892,770
-15,900
-0.5% -$1.08M 24.89% 2
2024
Q4 		$196M Hold
2,908,670
– – 25.58% 2
2024
Q3 		$192M Hold
2,908,670
– – 24.23% 2
2024
Q2 		$183M Sell
2,908,670
-58,830
-2% -$3.6M 24.33% 2
2024
Q1 		$183M Hold
2,967,500
– – 24.58% 2
2023
Q4 		$165M Buy
+2,967,500
New +$154M 24.95% 2

Other funds holding AVLC

RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Oak Root LLC's AVLC Position: Q3 2026 in Review

Oak Root LLC held its Avantis US Large Cap Equity ETF (AVLC) position steady in Q3 2026 at 2,008,725 shares worth $181M. The position accounts for 19.99% of the portfolio, ranked #2.

Oak Root LLC first reported a position in AVLC in Q4 2023 and has held it in 12 quarters since. The position peaked at $205M in Q3 2025. 14 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Oak Root LLC held 2,008,725 shares of Avantis US Large Cap Equity ETF worth $181M as of Q3 2026.
  • Oak Root LLC left its Avantis US Large Cap Equity ETF share count unchanged in Q3 2026.
  • Avantis US Large Cap Equity ETF made up 19.99% of Oak Root LLC's portfolio in Q3 2026, its #2 holding.
  • Oak Root LLC first reported a position in Avantis US Large Cap Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Oak Root LLC's Avantis US Large Cap Equity ETF position peaked at $205M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Oak Root LLC's 13F filing for Q3 2026, filed 9 Oct 2026.