CIK 1977181
Root Financial Partners, LLC
Institutional 13F holdings & portfolio
Holdings
2,431
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLG | INVESCO S&P 500 TOP 50 ETF | 2K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC COM | 466 | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 676 | $100K–$500K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 673 | $100K–$500K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 991 | $100K–$500K | SH |
| NRGV | ENERGY VAULT HOLDINGS INC COM | 23K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 642 | $100K–$500K | SH |
| WSO | WATSCO INC COM | 308 | $100K–$500K | SH |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 2K | $100K–$500K | SH |
| ADSK | AUTODESK INC COM | 347 | $100K–$500K | SH |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | 4K | $100K–$500K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 1K | $100K–$500K | SH |
| EOG | EOG RES INC COM | 971 | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO COM | 518 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 258 | $100K–$500K | SH |
| IRM | IRON MTN INC DEL COM | 1K | $100K–$500K | SH |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 1K | $50K–$100K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2K | $50K–$100K | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 534 | $50K–$100K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 1K | $50K–$100K | SH |
| NTRS | NORTHERN TR CORP COM | 721 | $50K–$100K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 3K | $50K–$100K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 790 | $50K–$100K | SH |
| NACP | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF | 2K | $50K–$100K | SH |
| SU | SUNCOR ENERGY INC NEW COM | 2K | $50K–$100K | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 3K | $50K–$100K | SH |
| IYG | ISHARES US FINANCIAL SERVICES ETF | 1K | $50K–$100K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | 4K | $50K–$100K | SH |
| EME | EMCOR GROUP INC COM | 156 | $50K–$100K | SH |
| JBND | JPMORGAN ACTIVE BOND ETF | 2K | $50K–$100K | SH |
| CME | CME GROUP INC COM | 348 | $50K–$100K | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 797 | $50K–$100K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 2K | $50K–$100K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 437 | $50K–$100K | SH |
| HSY | HERSHEY CO COM | 519 | $50K–$100K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2K | $50K–$100K | SH |
| FIX | COMFORT SYS USA INC COM | 101 | $50K–$100K | SH |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 4K | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 414 | $50K–$100K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 2K | $50K–$100K | SH |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 2K | $50K–$100K | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 681 | $50K–$100K | SH |
| KKR | KKR & CO INC COM | 728 | $50K–$100K | SH |
| CYTK | CYTOKINETICS INC COM NEW | 1K | $50K–$100K | SH |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | 3K | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL COM | 3K | $50K–$100K | SH |
| IDXX | IDEXX LABS INC COM | 136 | $50K–$100K | SH |
| DXCM | DEXCOM INC COM | 1K | $50K–$100K | SH |
| FETH | FIDELITY ETHEREUM FUND ETF | 3K | $50K–$100K | SH |
| SO | SOUTHERN CO COM | 1K | $50K–$100K | SH |