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 1051–1100 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| Z | ZILLOW GROUP INC CL C CAP STK | 373 | $25K | SH |
| HALO | HALOZYME THERAPEUTICS INC COM | 378 | $25K | SH |
| EXPI | EXP WORLD HLDGS INC COM | 3K | $25K | SH |
| OZK | BANK OZK LITTLE ROCK ARK COM | 551 | $25K | SH |
| LFUS | LITTELFUSE INC COM | 100 | $25K | SH |
| IMO | IMPERIAL OIL LTD COM NEW | 293 | $25K | SH |
| LEA | LEAR CORP COM NEW | 220 | $25K | SH |
| OVV | OVINTIV INC COM | 641 | $25K | SH |
| ACI | ALBERTSONS COS INC COMMON STOCK | 1K | $25K | SH |
| CMS | CMS ENERGY CORP COM | 358 | $25K | SH |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | 697 | $25K | SH |
| CNQ | CANADIAN NAT RES LTD COM | 737 | $25K | SH |
| DKS | DICKS SPORTING GOODS INC COM | 126 | $25K | SH |
| CPRT | COPART INC COM | 637 | $25K | SH |
| MOG.A | MOOG INC CL A | 102 | $25K | SH |
| RPM | RPM INTL INC COM | 238 | $25K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 537 | $25K | SH |
| DINO | HF SINCLAIR CORP COM | 536 | $25K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | 62 | $25K | SH |
| WMS | ADVANCED DRAIN SYS INC DEL COM | 170 | $25K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 318 | $25K | SH |
| ARMK | ARAMARK COM | 667 | $25K | SH |
| TRU | TRANSUNION COM | 286 | $25K | SH |
| AVAV | AEROVIRONMENT INC COM | 101 | $24K | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 239 | $24K | SH |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | 508 | $24K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 330 | $24K | SH |
| IXC | ISHARES GLOBAL ENERGY ETF | 579 | $24K | SH |
| PSTL | POSTAL REALTY TRUST INC CL A | 2K | $24K | SH |
| RVTY | REVVITY INC COM | 249 | $24K | SH |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | 877 | $24K | SH |
| SCEC | STERLING CAPITAL ENHANCED CORE BOND ETF | 948 | $24K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 170 | $24K | SH |
| PODD | INSULET CORP COM | 84 | $24K | SH |
| BME | BLACKROCK HEALTH SCIENCES TR COM | 580 | $24K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 209 | $24K | SH |
| APA | APA CORPORATION COM | 969 | $24K | SH |
| DDS | DILLARDS INC CL A | 39 | $24K | SH |
| MIDD | MIDDLEBY CORP COM | 159 | $24K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 451 | $24K | SH |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 292 | $24K | SH |
| PEGA | PEGASYSTEMS INC COM | 395 | $24K | SH |
| HUM | HUMANA INC COM | 92 | $24K | SH |
| BC | BRUNSWICK CORP COM | 317 | $24K | SH |
| IEX | IDEX CORP COM | 132 | $23K | SH |
| AL | AIR LEASE CORP CL A | 365 | $23K | SH |
| G | GENPACT LIMITED SHS | 500 | $23K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 1K | $23K | SH |
| QRVO | QORVO INC COM | 276 | $23K | SH |
| EXAS | EXACT SCIENCES CORP COM | 229 | $23K | SH |