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 801–850 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CII | BLACKROCK ENHANCED LARGE CAP C COM | 2K | $15K–$50K | SH |
| PZT | INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF | 2K | $15K–$50K | SH |
| XPO | XPO INC COM | 299 | $15K–$50K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 3K | $15K–$50K | SH |
| MTCH | MATCH GROUP INC NEW COM | 1K | $15K–$50K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 342 | $15K–$50K | SH |
| WWD | WOODWARD INC COM | 133 | $15K–$50K | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 311 | $15K–$50K | SH |
| AN | AUTONATION INC COM | 194 | $15K–$50K | SH |
| APG | API GROUP CORP COM STK | 1K | $15K–$50K | SH |
| ELAN | ELANCO ANIMAL HEALTH INC COM | 2K | $15K–$50K | SH |
| GPI | GROUP 1 AUTOMOTIVE INC COM | 101 | $15K–$50K | SH |
| ENSG | ENSIGN GROUP INC COM | 228 | $15K–$50K | SH |
| BITB | BITWISE BITCOIN ETF TRUST | 834 | $15K–$50K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 330 | $15K–$50K | SH |
| MAIN | MAIN STR CAP CORP COM | 650 | $15K–$50K | SH |
| COKE | COCA COLA CONS INC COM | 256 | $15K–$50K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 407 | $15K–$50K | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 662 | $15K–$50K | SH |
| OSK | OSHKOSH CORP COM | 309 | $15K–$50K | SH |
| FIS | FIDELITY NATL INFORMATION SVCS COM | 583 | $15K–$50K | SH |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 3K | $15K–$50K | SH |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | 332 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 176 | $15K–$50K | SH |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 120 | $15K–$50K | SH |
| HUBS | HUBSPOT INC COM | 96 | $15K–$50K | SH |
| INCY | INCYTE CORP COM | 390 | $15K–$50K | SH |
| CF | CF INDUSTRIES HOLD COM | 498 | $15K–$50K | SH |
| HL | HECLA MNG CO COM | 2K | $15K–$50K | SH |
| LECO | LINCOLN ELEC HLDGS INC COM | 160 | $15K–$50K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 371 | $15K–$50K | SH |
| DY | DYCOM INDS INC COM | 112 | $15K–$50K | SH |
| GAP | GAP INC COM | 1K | $15K–$50K | SH |
| HTT | HIGH TEMPLAR TECHNOLOGY LTD SPON ADS | 11K | $15K–$50K | SH |
| AFG | AMERICAN FINANCIAL GROUP INC COM | 274 | $15K–$50K | SH |
| FHN | FIRST HORIZON CORPORATION COM | 2K | $15K–$50K | SH |
| AZO | AUTOZONE INC COM | 11 | $15K–$50K | SH |
| FLCB | FRANKLIN U.S CORE BOND ETF | 2K | $15K–$50K | SH |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 400 | $15K–$50K | SH |
| AMKR | AMKOR TECHNOLOGY INC COM | 937 | $15K–$50K | SH |
| PPG | PPG INDS INC COM | 361 | $15K–$50K | SH |
| AXS | AXIS CAP HLDGS LTD SHS | 344 | $15K–$50K | SH |
| HTZWW | HERTZ GLOBAL HLDGS INC WT EXP 063051 | 14K | $15K–$50K | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 438 | $15K–$50K | SH |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 970 | $15K–$50K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 127 | $15K–$50K | SH |
| MDB | MONGODB INC CL A | 87 | $15K–$50K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 2K | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY COM | 538 | $15K–$50K | SH |
| OMF | ONEMAIN HLDGS INC COM | 535 | $15K–$50K | SH |