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Root Financial Partners

Latest statistics and disclosures from Root Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, DFAI, DFSD, DFCF, DFAE, and represent 45.08% of Root Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$106M), DFAI (+$35M), DFSD (+$32M), DFLV (+$30M), DFCF (+$30M), DFAS (+$28M), NVDA (+$26M), DFAE (+$24M), DUSB (+$18M), VUG (+$14M).
Started 2048 new stock positions in CIBR, TD, NVT, IHG, HDB, VGSH, LULU, KXI, RDNT, OUT.
Reduced shares in these 10 stocks: LIF, BABA, VYM, HD, BIDU, SCMB, SHV, VBR, MINT, JAAA.
Sold out of its positions in FTSL, JAAA, LIF, VUZI.
Root Financial Partners was a net buyer of stock by $520M.
Root Financial Partners has $1.6B in assets under management (AUM), dropping by 56.84%.
Central Index Key (CIK): 0001977181

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Portfolio Holdings for Root Financial Partners

Root Financial Partners holds 2297 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Root Financial Partners has 2297 total positions. Only the first 250 positions are shown.

Sign up to view all of the Root Financial Partners Sept. 30, 2025 positions
Download the Root Financial Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Equity Market Etf Etf (DFUS)	20.4	$330M	+47%	4.6M	72.44	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	8.5	$137M	+34%	3.8M	36.35	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	5.5	$90M	+55%	1.9M	48.19	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	5.4	$88M	+51%	2.1M	42.76	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.3	$86M	+38%	2.7M	31.53	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	4.1	$67M	+74%	974k	68.46	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	3.8	$62M	+93%	1.9M	32.90	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	3.0	$49M	+57%	956k	50.78	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	2.8	$45M	+5%	1.0M	44.69	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	2.3	$38M	+50%	1.6M	23.85	View chart
Nvidia Corporation Stock (NVDA)	2.2	$36M	+252%	195k	186.58	View chart
Dimensional International Value Etf Etf (DFIV)	2.2	$36M	+31%	780k	46.12	View chart
Vanguard Growth Etf Etf (VUG)	2.2	$36M	+62%	75k	479.61	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.9	$31M	+38%	95k	328.17	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	1.8	$29M	+77%	779k	37.77	View chart
Apple Stock (AAPL)	1.8	$29M	+8%	113k	254.63	View chart
Dimensional International Small Cap Etf Etf (DFIS)	1.7	$28M	+40%	894k	31.63	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	1.7	$28M	+12%	877k	31.84	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.2	$20M	+65%	511k	38.57	View chart
Microsoft Corp Stock (MSFT)	0.9	$15M	+15%	29k	517.95	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.7	$12M	-2%	161k	73.46	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$9.7M	+50%	16k	612.38	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.5	$8.3M	+8%	259k	31.89	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.5	$8.1M	+27%	109k	74.37	View chart
Amazon Stock (AMZN)	0.5	$7.5M	+4%	34k	219.57	View chart
Broadcom Stock (AVGO)	0.4	$7.0M	+3%	21k	329.91	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.4	$6.9M	+129%	68k	100.70	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$6.8M		28k	243.10	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$6.8M	+5%	14k	502.74	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.4	$6.8M	+6%	148k	45.76	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$5.2M	+13%	7.0k	734.43	View chart
Home Depot Stock (HD)	0.3	$4.9M	-17%	12k	405.19	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$4.6M	+113%	77k	59.92	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$4.5M	+11%	7.4k	600.38	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$4.0M	+73%	16k	254.28	View chart
Vanguard Value Etf Etf (VTV)	0.2	$3.9M	+35%	21k	186.49	View chart
Tesla Stock (TSLA)	0.2	$3.9M	+7%	8.7k	444.74	View chart
Oracle Corp Stock (ORCL)	0.2	$3.7M	+73%	13k	281.23	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$3.6M	+5%	14k	247.11	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$3.4M	+22%	14k	243.54	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$3.3M	+17%	60k	54.18	View chart
Netflix Stock (NFLX)	0.2	$3.1M	+22%	2.6k	1198.92	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.2	$2.6M	+57%	52k	49.82	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$2.4M	+281%	23k	106.78	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.1	$2.4M	+392%	73k	32.79	View chart
Howmet Aerospace Stock (HWM)	0.1	$2.2M		11k	196.22	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$2.2M	+77%	22k	99.77	View chart
Eli Lilly & Co Stock (LLY)	0.1	$2.1M	-6%	2.8k	763.10	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.1	$2.1M	+503%	45k	47.98	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.1M	+13%	11k	189.71	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$2.1M	+45%	6.6k	315.45	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$2.0M	+45%	26k	78.91	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$2.0M	+13%	9.5k	209.33	View chart
Costco Whsl Corp Stock (COST)	0.1	$2.0M	+28%	2.2k	925.53	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$2.0M	+9%	25k	78.34	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.9M	+43%	71k	27.30	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.8M	-9%	9.7k	185.41	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.8M	-43%	13k	140.95	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$1.8M	+6%	30k	58.21	View chart
Caterpillar Stock (CAT)	0.1	$1.7M	+15%	3.6k	477.11	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.6M	+26%	20k	80.65	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.6M	+15%	24k	67.26	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$1.6M	+62%	33k	50.00	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.5M	+68%	17k	91.42	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$1.5M	+6%	39k	38.02	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$1.5M	+214%	29k	51.04	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$1.5M	+20%	35k	42.47	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.5M	+7%	4.3k	341.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$1.4M	+19%	2.2k	666.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.4M		2.1k	669.30	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.4M	+5%	28k	50.07	View chart
Chevron Corp Stock (CVX)	0.1	$1.4M	+13%	8.7k	155.28	View chart
Rtx Corporation Stock (RTX)	0.1	$1.3M	+27%	8.0k	167.34	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.3M	-2%	2.9k	447.23	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.3M	+179%	41k	32.07	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.2M	+4%	6.7k	182.42	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.2M	+53%	4.0k	293.75	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.2M	+67%	16k	71.37	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.1M	+4%	2.0k	568.79	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.1M	+6%	21k	55.33	View chart
Abbvie Stock (ABBV)	0.1	$1.1M	+27%	4.7k	231.56	View chart
Walmart Stock (WMT)	0.1	$1.1M		10k	103.06	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$1.1M		9.3k	113.86	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.0M	-2%	7.7k	133.90	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.0M	+8%	9.1k	112.75	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.0M	+6%	32k	31.27	View chart
Merck & Co Stock (MRK)	0.1	$960k	+4%	11k	83.93	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.1	$956k		9.6k	99.11	View chart
Spotify Technology S A Stock (SPOT)	0.1	$926k		1.3k	698.00	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.1	$908k	+160%	6.0k	150.83	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$902k	+191%	2.9k	307.81	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$893k	+10%	11k	82.96	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$861k	+18%	13k	65.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$851k	+29%	7.2k	118.84	View chart
Kla Corp Stock (KLAC)	0.1	$848k	+4%	786.00	1078.78	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$825k	+78%	35k	23.28	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$799k	+224%	12k	68.08	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$787k	+16%	2.8k	281.85	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$787k	-2%	4.0k	195.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$778k	+15%	8.9k	87.31	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$777k	+7%	7.1k	108.98	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$770k	+79%	5.4k	142.56	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$760k		2.3k	332.69	View chart
Procter And Gamble Stock (PG)	0.0	$752k	+21%	4.9k	153.64	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$748k	+59%	3.7k	203.56	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$744k	+56%	3.1k	241.96	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$742k	+20%	28k	26.34	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$702k	+53%	27k	25.71	View chart
Arista Networks Stock (ANET)	0.0	$699k	+31%	4.8k	145.71	View chart
Ecolab Stock (ECL)	0.0	$687k	+4%	2.5k	273.89	View chart
American Express Stock (AXP)	0.0	$672k	+51%	2.0k	332.10	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$671k	+7%	10k	65.92	View chart
Ge Aerospace Stock (GE)	0.0	$663k	+18%	2.2k	300.79	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$661k	NEW	3.8k	174.57	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$659k	+3%	21k	31.91	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$647k	NEW	7.3k	88.65	View chart
Blackrock Stock (BLK)	0.0	$645k		553.00	1166.27	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$644k	-12%	3.0k	215.82	View chart
Bank America Corp Stock (BAC)	0.0	$637k	+5%	12k	51.59	View chart
Abbott Labs Stock (ABT)	0.0	$633k	+32%	4.7k	133.93	View chart
Ubs Group Stock (UBS)	0.0	$631k	NEW	15k	41.00	View chart
Salesforce Stock (CRM)	0.0	$622k	-20%	2.6k	236.97	View chart
Bcb Bancorp Stock (BCBP)	0.0	$621k		72k	8.68	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.0	$620k	+33%	15k	42.23	View chart
Advanced Micro Devices Stock (AMD)	0.0	$614k	-10%	3.8k	161.79	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$611k	+2%	14k	43.30	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$602k	+57%	1.3k	468.26	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$594k	-17%	12k	50.27	View chart
Goldman Sachs Group Stock (GS)	0.0	$593k	+18%	745.00	795.96	View chart
International Business Machs Stock (IBM)	0.0	$583k	+36%	2.1k	282.17	View chart
Coca Cola Stock (KO)	0.0	$569k	+11%	8.6k	66.32	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$565k	+30%	12k	46.24	View chart
Unitedhealth Group Stock (UNH)	0.0	$559k	-4%	1.6k	345.25	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$553k	NEW	8.2k	67.51	View chart
Qualcomm Stock (QCOM)	0.0	$547k	+13%	3.3k	166.34	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$529k		3.6k	145.62	View chart
Hubspot Stock (HUBS)	0.0	$521k	-12%	1.1k	467.80	View chart
Cisco Sys Stock (CSCO)	0.0	$521k	+20%	7.6k	68.42	View chart
Verizon Communications Stock (VZ)	0.0	$519k	-13%	12k	43.95	View chart
Disney Walt Stock (DIS)	0.0	$518k	+39%	4.5k	114.50	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$512k	+10%	24k	21.57	View chart
Philip Morris Intl Stock (PM)	0.0	$511k	+130%	3.2k	162.21	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$510k	+5%	1.1k	463.74	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$510k	+4%	5.5k	92.98	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$510k	-40%	2.4k	208.75	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$491k		5.6k	88.14	View chart
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.0	$488k	+3%	17k	28.90	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$483k	+14%	2.2k	222.17	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$482k		2.4k	199.50	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$481k	-30%	644.00	746.16	View chart
Capital One Finl Corp Stock (COF)	0.0	$478k	+55%	2.2k	212.54	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$475k	+102%	9.4k	50.63	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.0	$474k	+8%	12k	40.95	View chart
Wells Fargo Stock (WFC)	0.0	$472k	+27%	5.6k	83.82	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$467k	-50%	4.2k	110.48	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$462k	-7%	3.1k	148.61	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$459k	+3%	1.6k	279.29	View chart
Citigroup Stock (C)	0.0	$451k	+4%	4.4k	101.51	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$450k	-6%	6.3k	71.86	View chart
Us Bancorp Del Stock (USB)	0.0	$449k	NEW	9.3k	48.33	View chart
Spdr Gold Shares Etf (GLD)	0.0	$445k	+37%	1.3k	355.47	View chart
Mcdonalds Corp Stock (MCD)	0.0	$443k	-3%	1.5k	303.97	View chart
Morgan Stanley Stock (MS)	0.0	$441k	+5%	2.8k	158.96	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$437k	-81%	2.4k	178.73	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$433k	+36%	14k	31.42	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$428k	+27%	1.1k	402.33	View chart
Pepsico Stock (PEP)	0.0	$425k	-21%	3.0k	140.44	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$416k		16k	25.57	View chart
Automatic Data Processing Stock (ADP)	0.0	$412k	+90%	1.4k	293.50	View chart
Cvs Health Corp Stock (CVS)	0.0	$411k		5.5k	75.38	View chart
Tjx Cos Stock (TJX)	0.0	$406k	+61%	2.8k	144.52	View chart
Applied Matls Stock (AMAT)	0.0	$403k	+22%	2.0k	204.76	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$402k	+86%	4.7k	84.68	View chart
Lowes Cos Stock (LOW)	0.0	$401k	+19%	1.6k	251.38	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$394k		13k	31.38	View chart
Deere & Co Stock (DE)	0.0	$394k	+52%	861.00	457.04	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$392k	-2%	405.00	968.09	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$387k	+31%	5.4k	71.94	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$384k	+59%	1.3k	293.75	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$383k		1.6k	235.01	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$381k	+36%	11k	36.16	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$373k	-34%	7.3k	50.73	View chart
Starbucks Corp Stock (SBUX)	0.0	$370k	+19%	4.4k	84.60	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$367k	-30%	4.1k	89.58	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$363k	NEW	957.00	378.94	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$358k	NEW	498.00	718.54	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$356k	+6%	7.2k	49.46	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$356k	NEW	2.5k	143.18	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$355k	+30%	13k	27.90	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$354k	+13%	813.00	435.29	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$352k	+12%	2.7k	129.72	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$350k		3.8k	91.56	View chart
Realty Income Corp Reit (O)	0.0	$344k	+16%	5.7k	60.79	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$340k	+22%	2.3k	145.66	View chart
Korn Ferry Stock (KFY)	0.0	$340k		4.9k	69.98	View chart
Amgen Stock (AMGN)	0.0	$340k	+9%	1.2k	282.20	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$339k	NEW	7.5k	45.21	View chart
At&t Stock (T)	0.0	$339k	-22%	12k	28.24	View chart
Honeywell Intl Stock (HON)	0.0	$336k	+62%	1.6k	210.47	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$336k	+50%	8.0k	42.03	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$331k		6.1k	53.87	View chart
Altria Group Stock (MO)	0.0	$330k	NEW	5.0k	66.06	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$328k	+19%	657.00	499.14	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$324k	+46%	1.7k	194.52	View chart
Wp Carey Reit (WPC)	0.0	$322k	NEW	4.8k	67.57	View chart
Monster Beverage Corp Stock (MNST)	0.0	$321k	NEW	4.8k	67.31	View chart
Ardelyx Stock (ARDX)	0.0	$317k		58k	5.51	View chart
Ge Vernova Stock (GEV)	0.0	$316k	+29%	514.00	614.97	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.0	$308k	+48%	5.8k	53.27	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$308k		3.5k	89.13	View chart
Union Pac Corp Stock (UNP)	0.0	$304k	NEW	1.3k	236.39	View chart
3M Stock (MMM)	0.0	$301k	+32%	1.9k	155.18	View chart
Allstate Corp Stock (ALL)	0.0	$297k	NEW	1.4k	214.69	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$293k	-39%	9.5k	30.86	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$291k	NEW	2.7k	108.70	View chart
Uber Technologies Stock (UBER)	0.0	$288k		2.9k	97.97	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.0	$288k	NEW	3.4k	84.00	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$286k	+3%	952.00	300.41	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$286k		2.8k	101.93	View chart
Emerson Elec Stock (EMR)	0.0	$282k	+20%	2.1k	131.17	View chart
Enbridge Stock (ENB)	0.0	$281k	NEW	5.6k	50.46	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$277k		465.00	595.70	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$272k	NEW	1.1k	256.40	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$270k	-3%	2.8k	95.46	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$269k	-39%	555.00	485.15	View chart
Astrazeneca Adr (AZN)	0.0	$266k	NEW	3.5k	76.73	View chart
Boeing Stock (BA)	0.0	$265k		1.2k	215.83	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.0	$265k	+2%	4.3k	62.26	View chart
Republic Svcs Stock (RSG)	0.0	$262k	+10%	1.1k	229.48	View chart
Ford Mtr Stock (F)	0.0	$261k	+8%	22k	11.96	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$256k	NEW	4.2k	61.17	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$256k	NEW	9.5k	26.95	View chart
Marathon Pete Corp Stock (MPC)	0.0	$255k	NEW	1.3k	192.67	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$255k		2.1k	119.51	View chart
Chubb Stock (CB)	0.0	$253k	+10%	897.00	282.25	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$252k	NEW	4.8k	52.22	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$252k	NEW	1.3k	200.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$251k	+16%	512.00	490.38	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.0	$245k		10k	23.92	View chart
Linde Stock (LIN)	0.0	$244k	+3%	514.00	475.13	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.0	$243k		6.6k	37.11	View chart
Constellation Energy Corp Stock (CEG)	0.0	$243k	NEW	738.00	328.94	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$242k	NEW	3.7k	65.00	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$242k	NEW	5.5k	43.92	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$239k	-22%	5.6k	42.96	View chart
Analog Devices Stock (ADI)	0.0	$238k	NEW	970.00	245.70	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$238k		5.3k	45.10	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$237k	+29%	14k	17.16	View chart
Slm Corp Stock (SLM)	0.0	$235k		8.5k	27.68	View chart
Eaton Vance Short Duration Div Cef (EVG)	0.0	$235k	NEW	21k	11.32	View chart

Past Filings by Root Financial Partners

SEC 13F filings are viewable for Root Financial Partners going back to 2023

Root Financial Partners 2025 Q3 filed Oct. 29, 2025
Root Financial Partners 2025 Q2 filed Aug. 11, 2025
Root Financial Partners 2025 Q1 filed April 25, 2025
Root Financial Partners 2024 Q4 filed Jan. 30, 2025
Root Financial Partners 2024 Q3 filed Nov. 1, 2024
Root Financial Partners 2024 Q2 filed Aug. 5, 2024
Root Financial Partners 2024 Q1 filed April 24, 2024
Root Financial Partners 2023 Q4 filed Jan. 30, 2024
Root Financial Partners 2023 Q3 filed Oct. 19, 2023
Root Financial Partners 2023 Q2 filed July 27, 2023
Root Financial Partners 2023 Q1 filed May 12, 2023

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