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 701–750 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MEDP | MEDPACE HLDGS INC COM | 91 | $50K–$100K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 655 | $50K–$100K | SH |
| HEI.A | HEICO CORP NEW CL A | 202 | $50K–$100K | SH |
| FSBW | FS BANCORP INC COM | 1K | $50K–$100K | SH |
| PAYX | PAYCHEX INC COM | 453 | $50K–$100K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD FD COM | 8K | $50K–$100K | SH |
| CMA | COMERICA INC COM | 581 | $50K–$100K | SH |
| LVS | LAS VEGAS SANDS CORP COM | 773 | $50K–$100K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 258 | $50K–$100K | SH |
| WCC | WESCO INTL INC COM | 205 | $50K–$100K | SH |
| SF | STIFEL FINL CORP COM | 400 | $50K–$100K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC COM | 98 | $50K–$100K | SH |
| TRGP | TARGA RES CORP COM | 270 | $15K–$50K | SH |
| GL | GLOBE LIFE INC COM | 356 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | 245 | $15K–$50K | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 146 | $15K–$50K | SH |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | 334 | $15K–$50K | SH |
| MLI | MUELLER INDS INC COM | 428 | $15K–$50K | SH |
| MOD | MODINE MFG CO COM | 368 | $15K–$50K | SH |
| DEED | FIRST TRUST SECURITIZED PLUS ETF | 2K | $15K–$50K | SH |
| ABNB | AIRBNB INC COM CL A | 359 | $15K–$50K | SH |
| CCK | CROWN HLDGS INC COM | 473 | $15K–$50K | SH |
| WSM | WILLIAMS SONOMA INC COM | 272 | $15K–$50K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 313 | $15K–$50K | SH |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | 2K | $15K–$50K | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 506 | $15K–$50K | SH |
| DLTR | DOLLAR TREE INC COM | 393 | $15K–$50K | SH |
| VONE | VANGUARD RUSSELL 1000 ETF | 156 | $15K–$50K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 552 | $15K–$50K | SH |
| AMG | AFFILIATED MANAGERS GROUP INC COM | 167 | $15K–$50K | SH |
| RNR | RENAISSANCERE HLDGS LTD COM | 171 | $15K–$50K | SH |
| CACI | CACI INTL INC CL A | 90 | $15K–$50K | SH |
| STE | STERIS PLC SHS USD | 189 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 136 | $15K–$50K | SH |
| SLB | SLB LIMITED COM STK | 1K | $15K–$50K | SH |
| AA | ALCOA CORP COM | 895 | $15K–$50K | SH |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 1K | $15K–$50K | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 245 | $15K–$50K | SH |
| ROL | ROLLINS INC COM | 782 | $15K–$50K | SH |
| KEY | KEYCORP COM | 2K | $15K–$50K | SH |
| ZM | ZOOM COMMUNICATIONS INC CL A | 542 | $15K–$50K | SH |
| XYL | XYLEM INC COM | 342 | $15K–$50K | SH |
| AIZ | ASSURANT INC COM | 193 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 104 | $15K–$50K | SH |
| CRS | CARPENTER TECHNOLOGY CORP COM | 147 | $15K–$50K | SH |
| XYZ | BLOCK INC CL A | 711 | $15K–$50K | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 212 | $15K–$50K | SH |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 2K | $15K–$50K | SH |
| VTRS | VIATRIS INC COM | 4K | $15K–$50K | SH |
| EVRG | EVERGY INC COM | 631 | $15K–$50K | SH |