CIK 1977181
Root Financial Partners, LLC
Institutional 13F holdings & portfolio
Holdings
2,431
Portfolio Value
$1.94B
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1001–1050 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEF | JEFFERIES FINANCIAL GROUP INC COM | 440 | $27K | SH |
| ON | ON SEMICONDUCTOR CORP COM | 503 | $27K | SH |
| NWG | NATWEST GROUP PLC SPONS ADR | 2K | $27K | SH |
| — | AMCOR PLC COM NEW | 3K | $27K | SH |
| APPF | APPFOLIO INC COM CL A | 117 | $27K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 98 | $27K | SH |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | 767 | $27K | SH |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | 614 | $27K | SH |
| SNDK | SANDISK CORP COM | 114 | $27K | SH |
| CNP | CENTERPOINT ENERGY INC COM | 705 | $27K | SH |
| MAS | MASCO CORP COM | 426 | $27K | SH |
| ESNT | ESSENT GROUP LTD COM | 415 | $27K | SH |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | 520 | $27K | SH |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | 659 | $27K | SH |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | 620 | $27K | SH |
| FFIV | F5 INC COM | 105 | $27K | SH |
| IDCC | INTERDIGITAL INC COM | 84 | $27K | SH |
| VOYA | VOYA FINANCIAL INC COM | 359 | $27K | SH |
| DOX | AMDOCS LTD SHS | 332 | $27K | SH |
| DB | DEUTSCHE BANK A G NAMEN AKT | 692 | $27K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC COM | 259 | $27K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 1K | $27K | SH |
| UGI | UGI CORP NEW COM | 708 | $27K | SH |
| VRSN | VERISIGN INC COM | 109 | $26K | SH |
| HLI | HOULIHAN LOKEY INC CL A | 152 | $26K | SH |
| NYT | NEW YORK TIMES CO MTN BE CL A | 380 | $26K | SH |
| ESE | ESCO TECHNOLOGIES INC COM | 135 | $26K | SH |
| CR | CRANE COMPANY COMMON STOCK | 143 | $26K | SH |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | 315 | $26K | SH |
| BITW | BITWISE 10 CRYPTO INDEX ETF | 448 | $26K | SH |
| AVT | AVNET INC COM | 547 | $26K | SH |
| AM | ANTERO MIDSTREAM CORP COM | 1K | $26K | SH |
| M | MACYS INC COM | 1K | $26K | SH |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 484 | $26K | SH |
| COO | COOPER COS INC COM | 317 | $26K | SH |
| MHK | MOHAWK INDS INC COM | 237 | $26K | SH |
| TM | TOYOTA MOTOR CORP ADS | 121 | $26K | SH |
| AGCO | AGCO CORP COM | 248 | $26K | SH |
| CELH | CELSIUS HLDGS INC COM NEW | 564 | $26K | SH |
| EQH | EQUITABLE HLDGS INC COM | 541 | $26K | SH |
| RRC | RANGE RES CORP COM | 730 | $26K | SH |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | 400 | $26K | SH |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | 339 | $26K | SH |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 499 | $26K | SH |
| OKTA | OKTA INC CL A | 296 | $26K | SH |
| THG | HANOVER INS GROUP INC COM | 140 | $26K | SH |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 559 | $26K | SH |
| QBTS | D-WAVE QUANTUM INC COM | 976 | $26K | SH |
| EXLS | EXLSERVICE HOLDINGS INC COM | 601 | $26K | SH |
| OKE | ONEOK INC NEW COM | 347 | $26K | SH |