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 901–950 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BIIB | BIOGEN INC COM | 185 | $15K–$50K | SH |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | 1K | $15K–$50K | SH |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | 699 | $15K–$50K | SH |
| AFRM | AFFIRM HLDGS INC COM CL A | 434 | $15K–$50K | SH |
| EES | WISDOMTREE U.S. SMALLCAP FUND | 567 | $15K–$50K | SH |
| AOS | SMITH A O CORP COM | 481 | $15K–$50K | SH |
| BG | BUNGE GLOBAL SA COM SHS | 361 | $15K–$50K | SH |
| JD | JD.COM INC SPON ADS CL A | 1K | $15K–$50K | SH |
| R | RYDER SYS INC COM | 167 | $15K–$50K | SH |
| CRL | CHARLES RIV LABS INTL INC COM | 160 | $15K–$50K | SH |
| LEN | LENNAR CORP CL A | 310 | $15K–$50K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 464 | $15K–$50K | SH |
| CPNG | COUPANG INC CL A | 1K | $15K–$50K | SH |
| CSL | CARLISLE COS INC COM | 98 | $15K–$50K | SH |
| RRX | REGAL REXNORD CORPORATION COM | 223 | $15K–$50K | SH |
| AR | ANTERO RESOURCES CORP COM | 908 | $15K–$50K | SH |
| POR | PORTLAND GEN ELEC CO COM NEW | 651 | $15K–$50K | SH |
| IRTC | IRHYTHM HOLDINGS INC COM | 176 | $15K–$50K | SH |
| USRT | ISHARES CORE U.S. REIT ETF | 548 | $15K–$50K | SH |
| TOST | TOAST INC CL A | 879 | $15K–$50K | SH |
| PCG | PG&E CORP COM | 2K | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC NEW COM CL A | 901 | $15K–$50K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 322 | $15K–$50K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 363 | $15K–$50K | SH |
| HOLX | HOLOGIC INC COM | 416 | $15K–$50K | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 852 | $15K–$50K | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 583 | $15K–$50K | SH |
| BEN | FRANKLIN RESOURCES INC COM | 1K | $15K–$50K | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | 588 | $15K–$50K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 261 | $15K–$50K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL COM | 22 | $15K–$50K | SH |
| STRL | STERLING INFRASTRUCTURE INC COM | 100 | $15K–$50K | SH |
| EQT | EQT CORP COM | 571 | $15K–$50K | SH |
| ACWI | ISHARES MSCI ACWI ETF | 216 | $15K–$50K | SH |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | 119 | $15K–$50K | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | 193 | $15K–$50K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC COM | 350 | $15K–$50K | SH |
| FTV | FORTIVE CORP COM | 553 | $15K–$50K | SH |
| KNSL | KINSALE CAP GROUP INC COM | 78 | $15K–$50K | SH |
| MRP | MILLROSE PPTYS INC COM CL A | 1K | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC COM | 197 | $15K–$50K | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 438 | $15K–$50K | SH |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | 519 | $15K–$50K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 267 | $15K–$50K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 143 | $15K–$50K | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | 229 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP COM | 734 | $15K–$50K | SH |
| FCFS | FIRSTCASH HOLDINGS INC COM | 189 | $15K–$50K | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 1K | $15K–$50K | SH |
| PRI | PRIMERICA INC COM | 116 | $15K–$50K | SH |