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 301–350 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC COM | 1K | $100K–$500K | SH |
| CCL | CARNIVAL CORP COMMON STOCK | 6K | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 5K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 5K | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 872 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 218 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 2K | $100K–$500K | SH |
| FCX | FREEPORT MCMORAN INC CL B | 4K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP COM | 562 | $100K–$500K | SH |
| FTNT | FORTINET INC COM | 2K | $100K–$500K | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 485 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP COM | 1K | $100K–$500K | SH |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | 3K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 435 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS COM | 2K | $100K–$500K | SH |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | 4K | $100K–$500K | SH |
| PSX | PHILLIPS 66 COM | 1K | $100K–$500K | SH |
| FDX | FEDEX CORP COM | 626 | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 219 | $100K–$500K | SH |
| ELF | E L F BEAUTY INC COM | 2K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP COM | 3K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 632 | $100K–$500K | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 4K | $100K–$500K | SH |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | 5K | $100K–$500K | SH |
| CTAS | CINTAS CORP COM | 922 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 3K | $100K–$500K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 2K | $100K–$500K | SH |
| CSX | CSX CORP COM | 5K | $100K–$500K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 2K | $100K–$500K | SH |
| INTU | INTUIT COM | 256 | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP COM | 4K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 621 | $100K–$500K | SH |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | 6K | $100K–$500K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 3K | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 507 | $100K–$500K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 1K | $100K–$500K | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 1K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 2K | $100K–$500K | SH |
| SNA | SNAP ON INC COM | 446 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION COM | 429 | $100K–$500K | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 3K | $100K–$500K | SH |
| ROST | ROSS STORES INC COM | 823 | $100K–$500K | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 1K | $100K–$500K | SH |
| SA | SEABRIDGE GOLD INC COM | 5K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 851 | $100K–$500K | SH |