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 551–600 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CBRE | CBRE GROUP INC CL A | 483 | $50K–$100K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 366 | $50K–$100K | SH |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 587 | $50K–$100K | SH |
| FOXA | FOX CORP CL A COM | 1K | $50K–$100K | SH |
| NET | CLOUDFLARE INC CL A COM | 393 | $50K–$100K | SH |
| DASH | DOORDASH INC CL A | 342 | $50K–$100K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 199 | $50K–$100K | SH |
| FAST | FASTENAL CO COM | 2K | $50K–$100K | SH |
| IYF | ISHARES U.S. FINANCIALS ETF | 597 | $50K–$100K | SH |
| MTB | M & T BK CORP COM | 382 | $50K–$100K | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 748 | $50K–$100K | SH |
| GPC | GENUINE PARTS CO COM | 622 | $50K–$100K | SH |
| HPQ | HP INC COM | 3K | $50K–$100K | SH |
| FSLR | FIRST SOLAR INC COM | 292 | $50K–$100K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | 4K | $50K–$100K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 822 | $50K–$100K | SH |
| TWLO | TWILIO INC CL A | 528 | $50K–$100K | SH |
| VDE | VANGUARD ENERGY ETF | 596 | $50K–$100K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 1K | $50K–$100K | SH |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | 1K | $50K–$100K | SH |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | 2K | $50K–$100K | SH |
| CL | COLGATE PALMOLIVE CO COM | 943 | $50K–$100K | SH |
| EXC | EXELON CORP COM | 2K | $50K–$100K | SH |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | 2K | $50K–$100K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 632 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 638 | $50K–$100K | SH |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | 1K | $50K–$100K | SH |
| CPRI | CAPRI HOLDINGS LIMITED SHS | 3K | $50K–$100K | SH |
| GEN | GEN DIGITAL INC COM | 3K | $50K–$100K | SH |
| NI | NISOURCE INC COM | 2K | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 720 | $50K–$100K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 234 | $50K–$100K | SH |
| SRE | SEMPRA COM | 819 | $50K–$100K | SH |
| STT | STATE STR CORP COM | 559 | $50K–$100K | SH |
| NUE | NUCOR CORP COM | 441 | $50K–$100K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | 4K | $50K–$100K | SH |
| STLD | STEEL DYNAMICS INC COM | 424 | $50K–$100K | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 1K | $50K–$100K | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 737 | $50K–$100K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 275 | $50K–$100K | SH |
| CW | CURTISS WRIGHT CORP COM | 129 | $50K–$100K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 931 | $50K–$100K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 896 | $50K–$100K | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 822 | $50K–$100K | SH |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | 13K | $50K–$100K | SH |
| SYY | SYSCO CORP COM | 945 | $50K–$100K | SH |
| CAG | CONAGRA BRANDS INC COM | 4K | $50K–$100K | SH |
| EVR | EVERCORE PARTNERS INC CLASS A | 204 | $50K–$100K | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 398 | $50K–$100K | SH |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | 716 | $50K–$100K | SH |