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 951–1000 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NXT | NEXTPOWER INC CLASS A COM | 343 | $15K–$50K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 401 | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP COM | 820 | $15K–$50K | SH |
| ATI | ATI INC COM | 258 | $15K–$50K | SH |
| PNW | PINNACLE WEST CAP CORP COM | 330 | $15K–$50K | SH |
| JXN | JACKSON FINANCIAL INC COM CL A | 274 | $15K–$50K | SH |
| NVR | NVR INC COM | 4 | $15K–$50K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 74 | $15K–$50K | SH |
| NWSA | NEWS CORP NEW CL A | 1K | $15K–$50K | SH |
| HSIC | HENRY SCHEIN INC COM | 385 | $15K–$50K | SH |
| CRBG | COREBRIDGE FINL INC COM | 964 | $15K–$50K | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 206 | $15K–$50K | SH |
| BBAI | BIGBEAR AI HLDGS INC COM | 5K | $15K–$50K | SH |
| CFR | CULLEN FROST BANKERS INC COM | 229 | $15K–$50K | SH |
| VMI | VALMONT INDS INC COM | 72 | $15K–$50K | SH |
| IP | INTERNATIONAL PAPER CO COM | 734 | $15K–$50K | SH |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 1K | $15K–$50K | SH |
| GGG | GRACO INC COM | 352 | $15K–$50K | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 423 | $15K–$50K | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 851 | $15K–$50K | SH |
| ARKW | ARK NEXT GENERATION INTERNET ETF | 195 | $15K–$50K | SH |
| BALL | BALL CORP COM | 541 | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 328 | $15K–$50K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC COM | 104 | $15K–$50K | SH |
| JHG | JANUS HENDERSON GROUP PLC ORD SHS | 599 | $15K–$50K | SH |
| SPGP | INVESCO S&P 500 GARP ETF | 250 | $15K–$50K | SH |
| PTC | PTC INC COM | 163 | $15K–$50K | SH |
| SEIC | SEI INVTS CO COM | 346 | $15K–$50K | SH |
| CLH | CLEAN HARBORS INC COM | 121 | $15K–$50K | SH |
| ATO | ATMOS ENERGY CORP COM | 169 | $15K–$50K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | 199 | $15K–$50K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 498 | $15K–$50K | SH |
| NEU | NEWMARKET CORP COM | 41 | $15K–$50K | SH |
| SJM | SMUCKER J M CO COM NEW | 288 | $15K–$50K | SH |
| JKHY | HENRY JACK & ASSOC INC COM | 154 | $15K–$50K | SH |
| ONTO | ONTO INNOVATION INC COM | 178 | $15K–$50K | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 341 | $15K–$50K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 485 | $15K–$50K | SH |
| WELL | WELLTOWER INC COM | 151 | $15K–$50K | SH |
| CCI | CROWN CASTLE INC COM | 314 | $15K–$50K | SH |
| BOKF | BOK FINL CORP COM NEW | 235 | $15K–$50K | SH |
| ORA | ORMAT TECHNOLOGIES INC COM | 252 | $15K–$50K | SH |
| WAL | WESTERN ALLIANCE BANCORP COM | 330 | $15K–$50K | SH |
| RDN | RADIAN GROUP INC COM | 770 | $15K–$50K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | 145 | $15K–$50K | SH |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | 470 | $15K–$50K | SH |
| ACM | AECOM COM | 289 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 306 | $15K–$50K | SH |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | 1K | $15K–$50K | SH |
| LNC | LINCOLN NATL CORP IND COM | 615 | $15K–$50K | SH |