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 351–400 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MPC | MARATHON PETE CORP COM | 905 | $100K–$500K | SH |
| SSD | SIMPSON MFG INC COM | 911 | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 1K | $100K–$500K | SH |
| BIDU | BAIDU INC SPON ADR REP A | 1K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE ACT | 2K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC COM | 1K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC COM | 336 | $100K–$500K | SH |
| BF.B | BROWN FORMAN CORP CL B | 5K | $100K–$500K | SH |
| HNST | HONEST CO INC COM | 54K | $100K–$500K | SH |
| MET | METLIFE INC COM | 2K | $100K–$500K | SH |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 3K | $100K–$500K | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 3K | $100K–$500K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 981 | $100K–$500K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 3K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEW | 858 | $100K–$500K | SH |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 2K | $100K–$500K | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 3K | $100K–$500K | SH |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 2K | $100K–$500K | SH |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | 830 | $100K–$500K | SH |
| PLD | PROLOGIS INC. COM | 1K | $100K–$500K | SH |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | 4K | $100K–$500K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 4K | $100K–$500K | SH |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 3K | $100K–$500K | SH |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | 2K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC COM | 596 | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 967 | $100K–$500K | SH |
| SAP | SAP SE SPON ADR | 541 | $100K–$500K | SH |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 3K | $100K–$500K | SH |
| GSK | GSK PLC SPONSORED ADR | 3K | $100K–$500K | SH |
| CTVA | CORTEVA INC COM | 2K | $100K–$500K | SH |
| DOW | DOW HLDGS INC COM | 6K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 4K | $100K–$500K | SH |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 3K | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 469 | $100K–$500K | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1K | $100K–$500K | SH |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 916 | $100K–$500K | SH |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | 6K | $100K–$500K | SH |
| CRH | CRH PLC ORD | 1K | $100K–$500K | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 2K | $100K–$500K | SH |
| COR | CENCORA INC COM | 372 | $100K–$500K | SH |
| DCI | DONALDSON INC COM | 1K | $100K–$500K | SH |
| CB | CHUBB LIMITED COM | 402 | $100K–$500K | SH |
| EFA | ISHARES MSCI EAFE ETF | 1K | $100K–$500K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | 4K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | 555 | $100K–$500K | SH |
| PCAR | PACCAR INC COM | 1K | $100K–$500K | SH |
| ETSY | ETSY INC COM | 2K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 426 | $100K–$500K | SH |