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 401–450 of 2,431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OEF | ISHARES S&P 100 ETF | 356 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 269 | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 424 | $100K–$500K | SH |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 3K | $100K–$500K | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 1K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC COM | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC COM | 149 | $100K–$500K | SH |
| GLW | CORNING INC COM | 1K | $100K–$500K | SH |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | 5K | $100K–$500K | SH |
| KR | KROGER CO COM | 2K | $100K–$500K | SH |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | 5K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC COM | 897 | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 2K | $100K–$500K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 366 | $100K–$500K | SH |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 4K | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 1K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 436 | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC COM | 58 | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC COM | 1K | $100K–$500K | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 1K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 1K | $100K–$500K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 1K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC COM | 557 | $100K–$500K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP COM | 496 | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 1K | $100K–$500K | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 2K | $100K–$500K | SH |
| MCO | MOODYS CORP COM | 219 | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW COM | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP COM | 2K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP COM | 681 | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 1K | $100K–$500K | SH |
| EBAY | EBAY INC. COM | 1K | $100K–$500K | SH |
| AON | AON PLC SHS CL A | 313 | $100K–$500K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 306 | $100K–$500K | SH |
| BCS | BARCLAYS PLC ADR | 4K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 337 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 371 | $100K–$500K | SH |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF | 2K | $100K–$500K | SH |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 4K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 1K | $100K–$500K | SH |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | 1K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC COM | 1K | $100K–$500K | SH |
| IONS | IONIS PHARMACEUTICALS INC COM | 1K | $100K–$500K | SH |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 2K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 652 | $100K–$500K | SH |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | 427 | $100K–$500K | SH |
| MSTR | STRATEGY INC CL A NEW | 694 | $100K–$500K | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2K | $100K–$500K | SH |
| ALLY | ALLY FINL INC COM | 2K | $100K–$500K | SH |