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 751–800 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RBC | RBC BEARINGS INC COM | 102 | $15K–$50K | SH |
| BLD | TOPBUILD CORP COM | 109 | $15K–$50K | SH |
| KVUE | KENVUE INC COM | 3K | $15K–$50K | SH |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 459 | $15K–$50K | SH |
| JBHT | HUNT J B TRANS SVCS INC COM | 232 | $15K–$50K | SH |
| IVZ | INVESCO LTD SHS | 2K | $15K–$50K | SH |
| AYI | ACUITY INC COM | 124 | $15K–$50K | SH |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | 771 | $15K–$50K | SH |
| SNX | TD SYNNEX CORPORATION COM | 296 | $15K–$50K | SH |
| LYV | LIVE NATION ENTERTAINMENT INC COM | 312 | $15K–$50K | SH |
| CAKE | CHEESECAKE FACTORY INC COM | 880 | $15K–$50K | SH |
| PKG | PACKAGING CORP AMER COM | 215 | $15K–$50K | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 597 | $15K–$50K | SH |
| NDSN | NORDSON CORP COM | 184 | $15K–$50K | SH |
| CPAY | CORPAY INC COM SHS | 147 | $15K–$50K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 172 | $15K–$50K | SH |
| MTG | MGIC INVT CORP WIS COM | 2K | $15K–$50K | SH |
| VAW | VANGUARD MATERIALS ETF | 212 | $15K–$50K | SH |
| AAL | AMERICAN AIRLS GROUP INC COM | 3K | $15K–$50K | SH |
| Q | QNITY ELECTRONICS INC COMMON STOCK | 536 | $15K–$50K | SH |
| SNY | SANOFI SA SPONSORED ADR | 902 | $15K–$50K | SH |
| WAT | WATERS CORP COM | 115 | $15K–$50K | SH |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | 510 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 56 | $15K–$50K | SH |
| SFY | SOFI SELECT 500 ETF | 327 | $15K–$50K | SH |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | 2K | $15K–$50K | SH |
| ING | ING GROEP N.V. SPONSORED ADR | 2K | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S ADR | 837 | $15K–$50K | SH |
| AX | AXOS FINANCIAL INC COM | 494 | $15K–$50K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | 779 | $15K–$50K | SH |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | 1K | $15K–$50K | SH |
| SAN | BANCO SANTANDER SA ADR | 4K | $15K–$50K | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 245 | $15K–$50K | SH |
| ALB | ALBEMARLE CORP COM | 299 | $15K–$50K | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 458 | $15K–$50K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 310 | $15K–$50K | SH |
| RGA | REINSURANCE GROUP AMER INC COM NEW | 207 | $15K–$50K | SH |
| RS | RELIANCE INC COM | 145 | $15K–$50K | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 300 | $15K–$50K | SH |
| NTR | NUTRIEN LTD COM | 677 | $15K–$50K | SH |
| ALLE | ALLEGION PLC ORD SHS | 262 | $15K–$50K | SH |
| PDN | INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | 986 | $15K–$50K | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 778 | $15K–$50K | SH |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | 2K | $15K–$50K | SH |
| TIP | ISHARES TIPS BOND ETF | 377 | $15K–$50K | SH |
| CHWY | CHEWY INC CL A | 1K | $15K–$50K | SH |
| TXRH | TEXAS ROADHOUSE INC COM | 247 | $15K–$50K | SH |
| SCCO | SOUTHERN COPPER CORP COM | 286 | $15K–$50K | SH |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | 419 | $15K–$50K | SH |
| NYF | ISHARES NEW YORK MUNI BOND ETF | 765 | $15K–$50K | SH |