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 101–150 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE COM NEW | 3K | $500K+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 14K | $500K+ | SH |
| AMAT | APPLIED MATLS INC COM | 4K | $500K+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 3K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2K | $500K+ | SH |
| WYNN | WYNN RESORTS LTD COM | 7K | $500K+ | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 4K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC COM | 2K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 3K | $500K+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 10K | $500K+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 7K | $500K+ | SH |
| CRM | SALESFORCE INC COM | 3K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 901 | $500K+ | SH |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 30K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 5K | $500K+ | SH |
| BRT | BRT APARTMENTS CORP COM | 52K | $500K+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 11K | $500K+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 5K | $500K+ | SH |
| UBS | UBS GROUP AG SHS | 16K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 2K | $500K+ | SH |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 17K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO COM | 5K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 1K | $500K+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 7K | $500K+ | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 8K | $500K+ | SH |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | 6K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 13K | $500K+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 8K | $500K+ | SH |
| ECL | ECOLAB INC COM | 3K | $500K+ | SH |
| BCBP | BCB BANCORP INC COM | 82K | $500K+ | SH |
| KO | COCA COLA CO COM | 9K | $500K+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 24K | $500K+ | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 7K | $500K+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 19K | $500K+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC COM | 4K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 2K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 2K | $500K+ | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 14K | $500K+ | SH |
| BLK | BLACKROCK INC COM | 555 | $500K+ | SH |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 12K | $500K+ | SH |
| WFC | WELLS FARGO & CO COM | 6K | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 8K | $500K+ | SH |
| WDAY | WORKDAY INC CL A | 3K | $500K+ | SH |
| C | CITIGROUP INC COM NEW | 5K | $500K+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 8K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 2K | $500K+ | SH |
| MS | MORGAN STANLEY COM NEW | 3K | $500K+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 4K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $500K+ | SH |