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 151–200 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABT | ABBOTT LABS COM | 4K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1K | $500K+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 18K | $500K+ | SH |
| GLD | SPDR GOLD SHARES | 1K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 3K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 3K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 5K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 2K | $500K+ | SH |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 6K | $500K+ | SH |
| USB | US BANCORP COM NEW | 9K | $100K–$500K | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 11K | $100K–$500K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 16K | $100K–$500K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 4K | $100K–$500K | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 14K | $100K–$500K | SH |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 12K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 641 | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 11K | $100K–$500K | SH |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2K | $100K–$500K | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 446 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 89 | $100K–$500K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 1K | $100K–$500K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 1K | $100K–$500K | SH |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 6K | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 2K | $100K–$500K | SH |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | 9K | $100K–$500K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 9K | $100K–$500K | SH |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 16K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 4K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 6K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 3K | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 9K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 645 | $100K–$500K | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 15K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 1K | $100K–$500K | SH |
| FLTR | VANECK IG FLOATING RATE ETF | 16K | $100K–$500K | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 13K | $100K–$500K | SH |
| DE | DEERE & CO COM | 880 | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 2K | $100K–$500K | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 13K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 3K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 15K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 8K | $100K–$500K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 7K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 5K | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 895 | $100K–$500K | SH |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | 5K | $100K–$500K | SH |