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 201–250 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 8K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC COM | 2K | $100K–$500K | SH |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 6K | $100K–$500K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 4K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 3K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 3K | $100K–$500K | SH |
| TPR | TAPESTRY INC COM | 3K | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 4K | $100K–$500K | SH |
| O | REALTY INCOME CORP COM | 6K | $100K–$500K | SH |
| SCHH | SCHWAB U.S. REIT ETF | 16K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 8K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 951 | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 4K | $100K–$500K | SH |
| ARDX | ARDELYX INC COM | 58K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 490 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 680 | $100K–$500K | SH |
| KFY | KORN FERRY COM NEW | 5K | $100K–$500K | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 3K | $100K–$500K | SH |
| — | ASTRAZENECA PLC ORD | 4K | $100K–$500K | SH |
| MMM | 3M CO COM | 2K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 7K | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 5K | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2K | $100K–$500K | SH |
| AVUS | AVANTIS U.S. EQUITY ETF | 3K | $100K–$500K | SH |
| F | FORD MTR CO COM | 23K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 2K | $100K–$500K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 6K | $100K–$500K | SH |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 10K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 1K | $100K–$500K | SH |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | 3K | $100K–$500K | SH |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | 7K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 936 | $100K–$500K | SH |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | 4K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 972 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 3K | $100K–$500K | SH |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 465 | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC CL A | 3K | $100K–$500K | SH |
| T | AT&T INC COM | 11K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 1K | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 907 | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 1K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 11K | $100K–$500K | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 1K | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 926 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 550 | $100K–$500K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 1K | $100K–$500K | SH |