CIK 1963732
Rooted Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
138
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAUM | ISHARES GOLD TR | 24K | $1M+ | SH |
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 11K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 10K | $1M+ | SH |
| COM | DIREXION SHS ETF TR | 36K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 43K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| FCLD | FIDELITY COVINGTON TRUST | 37K | $1M+ | SH |
| TLT | ISHARES TR | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| FTNT | FORTINET INC | 12K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 18K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 11K | $500K+ | SH |
| PSN | PARSONS CORP DEL | 13K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 18K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 17K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| HYG | ISHARES TR | 10K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 5K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 636 | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 9K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| NET | CLOUDFLARE INC | 3K | $500K+ | SH |
| NKE | NIKE INC | 8K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 767 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 401 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 558 | $100K–$500K | SH |
| IWY | ISHARES TR | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 909 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| CPRO | CALAMOS ETF TR | 13K | $100K–$500K | SH |
| CPSO | CALAMOS ETF TR | 12K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |