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 51–100 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 4K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 7K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 11K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 10K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC COM | 10K | $1M+ | SH |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 41K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 10K | $1M+ | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 39K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 24K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 21K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 3K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 2K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 3K | $1M+ | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 21K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 12K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 8K | $1M+ | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 27K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 60K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 12K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 3K | $1M+ | SH |
| V | VISA INC COM CL A | 4K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 6K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 8K | $1M+ | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 42K | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 5K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 8K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 11K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 2K | $1M+ | SH |
| VFQY | VANGUARD U.S. QUALITY FACTOR ETF | 8K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 5K | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 49K | $1M+ | SH |
| CVX | CHEVRON CORPORATION COM | 8K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 4K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 20K | $1M+ | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 8K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 15K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 22K | $1M+ | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 28K | $1M+ | SH |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 9K | $1M+ | SH |
| WMT | WALMART INC COM | 9K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 16K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 38K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 32K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 4K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 10K | $500K+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 5K | $500K+ | SH |
| KLAC | KLA CORP COM NEW | 796 | $500K+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 3K | $500K+ | SH |