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 251–300 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| APH | AMPHENOL CORP CL A | 2K | $100K–$500K | SH |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 974 | $100K–$500K | SH |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | 4K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 9K | $100K–$500K | SH |
| NKE | NIKE INC CL B | 4K | $100K–$500K | SH |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | 10K | $100K–$500K | SH |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 6K | $100K–$500K | SH |
| IAU | ISHARES GOLD TRUST | 3K | $100K–$500K | SH |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 7K | $100K–$500K | SH |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC COM | 1K | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |
| MEOH | METHANEX CORP COM | 6K | $100K–$500K | SH |
| AFL | AFLAC INC COM | 2K | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP COM | 1K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 2K | $100K–$500K | SH |
| PFE | PFIZER INC COM | 9K | $100K–$500K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 2K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC COM NEW | 3K | $100K–$500K | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 9K | $100K–$500K | SH |
| MGC | VANGUARD MEGA CAP ETF | 904 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION COM | 990 | $100K–$500K | SH |
| WMB | WILLIAMS COS INC COM | 4K | $100K–$500K | SH |
| CMI | CUMMINS INC COM | 439 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 14K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC COM | 1K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 1K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 5K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 373 | $100K–$500K | SH |
| IETC | ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF | 2K | $100K–$500K | SH |
| SLM | SLM CORP COM | 8K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC COM | 429 | $100K–$500K | SH |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS | 3K | $100K–$500K | SH |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 5K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 557 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC COM | 444 | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC COM | 155 | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC COM | 4K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP COM | 1K | $100K–$500K | SH |
| BA | BOEING CO COM | 933 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 354 | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 819 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC COM | 384 | $100K–$500K | SH |