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 501–550 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VST | VISTRA CORP COM | 566 | $50K–$100K | SH |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 2K | $50K–$100K | SH |
| ULTA | ULTA BEAUTY INC COM | 149 | $50K–$100K | SH |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | 2K | $50K–$100K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 233 | $50K–$100K | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 3K | $50K–$100K | SH |
| JBL | JABIL INC COM | 389 | $50K–$100K | SH |
| NOW | SERVICENOW INC COM | 578 | $50K–$100K | SH |
| BP | BP PLC SPONSORED ADR | 3K | $50K–$100K | SH |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 940 | $50K–$100K | SH |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | 935 | $50K–$100K | SH |
| PTNQ | PACER TRENDPILOT 100 ETF | 1K | $50K–$100K | SH |
| MKL | MARKEL GROUP INC COM | 41 | $50K–$100K | SH |
| NDAQ | NASDAQ INC COM | 902 | $50K–$100K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 605 | $50K–$100K | SH |
| SLV | ISHARES SILVER TRUST | 1K | $50K–$100K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 1K | $50K–$100K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 3K | $50K–$100K | SH |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | 3K | $50K–$100K | SH |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | 1K | $50K–$100K | SH |
| AKRE | AKRE FOCUS ETF | 1K | $50K–$100K | SH |
| VEEV | VEEVA SYS INC CL A COM | 383 | $50K–$100K | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 645 | $50K–$100K | SH |
| UNM | UNUM GROUP COM | 1K | $50K–$100K | SH |
| GWW | WW GRAINGER INC COM | 84 | $50K–$100K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 4K | $50K–$100K | SH |
| COHR | COHERENT CORP COM | 456 | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 1K | $50K–$100K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 951 | $50K–$100K | SH |
| VMC | VULCAN MATLS CO COM | 293 | $50K–$100K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 1K | $50K–$100K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 293 | $50K–$100K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 3K | $50K–$100K | SH |
| ITT | ITT INC COM | 478 | $50K–$100K | SH |
| GRPM | INVESCO S&P MIDCAP 400 GARP ETF | 691 | $50K–$100K | SH |
| IR | INGERSOLL RAND INC COM | 1K | $50K–$100K | SH |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | 3K | $50K–$100K | SH |
| YUM | YUM BRANDS INC COM | 545 | $50K–$100K | SH |
| DEXC | DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | 1K | $50K–$100K | SH |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | 2K | $50K–$100K | SH |
| BKR | BAKER HUGHES COMPANY CL A | 2K | $50K–$100K | SH |
| SCHP | SCHWAB US TIPS ETF | 3K | $50K–$100K | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 1K | $50K–$100K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | 242 | $50K–$100K | SH |
| SCMB | SCHWAB MUNICIPAL BOND ETF | 3K | $50K–$100K | SH |
| CASY | CASEYS GEN STORES INC COM | 143 | $50K–$100K | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 884 | $50K–$100K | SH |
| MBB | ISHARES MBS ETF | 828 | $50K–$100K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 689 | $50K–$100K | SH |
| FISV | FISERV INC COM | 1K | $50K–$100K | SH |