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 101–138 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 368 | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| CPNQ | CALAMOS ETF TR | 13K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| CBOO | CALAMOS ETF TR | 13K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 460 | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 8K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 443 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 856 | $100K–$500K | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 14K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 501 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 486 | $100K–$500K | SH |
| LIN | LINDE PLC | 559 | $100K–$500K | SH |
| AZO | AUTOZONE INC | 68 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 552 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 12K | $100K–$500K | SH |
| GE | GE AEROSPACE | 772 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 1K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 963 | $100K–$500K | SH |
| DDWM | WISDOMTREE TR | 4K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 831 | $100K–$500K | SH |
| FTMH | PUTNAM ETF TRUST | 11K | $100K–$500K | SH |
| BULL | WEBULL CORP | 13K | $50K–$100K | SH |
| UP | WHEELS UP EXPERIENCE INC | 45K | $15K–$50K | SH |