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 1301–1350 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRLN | ISHARES FLOATING RATE LOAN ACTIVE ETF | 298 | $15K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 314 | $15K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 150 | $15K | SH |
| SIG | SIGNET JEWELERS LIMITED SHS | 184 | $15K | SH |
| REZI | RESIDEO TECHNOLOGIES INC COM | 434 | $15K | SH |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 238 | $15K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | 151 | $15K | SH |
| SNEX | STONEX GROUP INC COM | 160 | $15K | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 519 | $15K | SH |
| LKQ | LKQ CORP COM | 502 | $15K | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 225 | $15K | SH |
| SFM | SPROUTS FMRS MKT INC COM | 189 | $15K | SH |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | 233 | $15K | SH |
| TAGG | T. ROWE PRICE QM U.S. BOND ETF | 349 | $15K | SH |
| OC | OWENS CORNING NEW COM | 134 | $15K | SH |
| DUOL | DUOLINGO INC CL A COM | 85 | $15K | SH |
| ACIW | ACI WORLDWIDE INC COM | 312 | $15K | SH |
| WEX | WEX INC COM | 100 | $15K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 145 | $15K | SH |
| BKU | BANKUNITED INC COM | 333 | $15K | SH |
| MHO | M/I HOMES INC COM | 116 | $15K | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | 119 | $15K | SH |
| LMND | LEMONADE INC COM | 208 | $15K | SH |
| FLR | FLUOR CORP NEW COM | 373 | $15K | SH |
| BCO | BRINKS CO COM | 126 | $15K | SH |
| HRB | BLOCK H & R INC COM | 337 | $15K | SH |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | 907 | $15K | SH |
| TRIN | TRINITY CAP INC COM | 1K | $15K | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 146 | $15K | SH |
| WFRD | WEATHERFORD INTL PLC ORD SHS | 187 | $15K | SH |
| MSM | MSC INDL DIRECT INC CL A | 174 | $15K | SH |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 81 | $15K | SH |
| PSN | PARSONS CORP DEL COM | 235 | $15K | SH |
| ACA | ARCOSA INC COM | 136 | $14K | SH |
| LUMN | LUMEN TECHNOLOGIES INC COM | 2K | $14K | SH |
| VFC | V F CORP COM | 797 | $14K | SH |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | 69 | $14K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 891 | $14K | SH |
| RKLB | ROCKET LAB CORP COM | 205 | $14K | SH |
| OSIS | OSI SYSTEMS INC COM | 56 | $14K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 299 | $14K | SH |
| HRL | HORMEL FOODS CORP COM | 600 | $14K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | 1K | $14K | SH |
| FT | FRANKLIN UNVL TR SH BEN INT | 2K | $14K | SH |
| LII | LENNOX INTL INC COM | 29 | $14K | SH |
| RELX | RELX PLC SPONSORED ADR | 348 | $14K | SH |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | 107 | $14K | SH |
| DORM | DORMAN PRODS INC COM | 114 | $14K | SH |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 383 | $14K | SH |
| PLXS | PLEXUS CORP COM | 95 | $14K | SH |