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 651–700 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JLL | JONES LANG LASALLE INC COM | 175 | $50K–$100K | SH |
| TER | TERADYNE INC COM | 300 | $50K–$100K | SH |
| FAF | FIRST AMERN FINL CORP COM | 934 | $50K–$100K | SH |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 800 | $50K–$100K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 257 | $50K–$100K | SH |
| RWL | INVESCO S&P 500 REVENUE ETF | 499 | $50K–$100K | SH |
| CVNA | CARVANA CO CL A | 135 | $50K–$100K | SH |
| TGRT | T. ROWE PRICE GROWTH ETF | 1K | $50K–$100K | SH |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 754 | $50K–$100K | SH |
| SWKS | SKYWORKS SOLUTIONS INC COM | 885 | $50K–$100K | SH |
| AME | AMETEK INC COM | 273 | $50K–$100K | SH |
| PHM | PULTE GROUP INC COM | 477 | $50K–$100K | SH |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 2K | $50K–$100K | SH |
| DOV | DOVER CORP COM | 286 | $50K–$100K | SH |
| LAMR | LAMAR ADVERTISING CO CL A | 439 | $50K–$100K | SH |
| WRB | BERKLEY W R CORP COM | 792 | $50K–$100K | SH |
| EFX | EQUIFAX INC COM | 255 | $50K–$100K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 1K | $50K–$100K | SH |
| TXT | TEXTRON INC COM | 630 | $50K–$100K | SH |
| APLD | APPLIED DIGITAL CORP COM NEW | 2K | $50K–$100K | SH |
| AEE | AMEREN CORP COM | 548 | $50K–$100K | SH |
| TVAL | T. ROWE PRICE VALUE ETF | 2K | $50K–$100K | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 361 | $50K–$100K | SH |
| TGT | TARGET CORP COM | 555 | $50K–$100K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 299 | $50K–$100K | SH |
| SNPS | SYNOPSYS INC COM | 115 | $50K–$100K | SH |
| MTZ | MASTEC INC COM | 248 | $50K–$100K | SH |
| FLEX | FLEX LTD ORD | 890 | $50K–$100K | SH |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | 2K | $50K–$100K | SH |
| GIS | GENERAL MILLS INC COM | 1K | $50K–$100K | SH |
| KDP | KEURIG DR PEPPER INC COM | 2K | $50K–$100K | SH |
| DG | DOLLAR GEN CORP NEW COM | 402 | $50K–$100K | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 1K | $50K–$100K | SH |
| THC | TENET HEALTHCARE CORP COM NEW | 267 | $50K–$100K | SH |
| EWBC | EAST WEST BANCORP INC COM | 470 | $50K–$100K | SH |
| HAS | HASBRO INC COM | 643 | $50K–$100K | SH |
| DD | DUPONT DE NEMOURS INC COM | 1K | $50K–$100K | SH |
| RJF | RAYMOND JAMES FINL INC COM | 328 | $50K–$100K | SH |
| TOL | TOLL BROTHERS INC COM | 389 | $50K–$100K | SH |
| PNR | PENTAIR PLC SHS | 505 | $50K–$100K | SH |
| MPWR | MONOLITHIC PWR SYS INC COM | 58 | $50K–$100K | SH |
| PPL | PPL CORP COM | 2K | $50K–$100K | SH |
| ICLO | INVESCO AAA CLO FLOATING RATE NOTE ETF | 2K | $50K–$100K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 231 | $50K–$100K | SH |
| CYBR | CYBERARK SOFTWARE LTD SHS | 117 | $50K–$100K | SH |
| HAL | HALLIBURTON CO COM | 2K | $50K–$100K | SH |
| LUV | SOUTHWEST AIRLS CO COM | 1K | $50K–$100K | SH |
| VPL | VANGUARD FTSE PACIFIC ETF | 570 | $50K–$100K | SH |
| HUBB | HUBBELL INC COM | 116 | $50K–$100K | SH |
| FN | FABRINET SHS | 113 | $50K–$100K | SH |