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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 44.91% of Root Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$56M), NVDA (+$37M), DFSD (+$30M), DFLV (+$29M), DFCF (+$28M), DFAS (+$27M), DUSB (+$17M), DUHP (+$12M), VUG (+$12M), DFAE (+$9.6M).
Started 257 new stock positions in NTES, AMCR, ARKB, SOLS, PSKY, CATX, FRMI, GP, JMEE, SUUN.
Reduced shares in these 10 stocks: DFUV (-$16M), DFSV (-$8.5M), DFAC, DFEV, QQQM, RDVY, SDVY, HUBS, VXUS, VTEB.
Sold out of its positions in ACVA, BCI, AKRO, AIN, ALE, ALUR.WS, ABAT, QGRO, ASTH, ACRE.
Root Financial Partners was a net buyer of stock by $302M.
Root Financial Partners has $2.0B in assets under management (AUM), dropping by 20.59%.
Central Index Key (CIK): 0001977181

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Portfolio Holdings for Root Financial Partners

Root Financial Partners holds 2431 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Root Financial Partners has 2431 total positions. Only the first 250 positions are shown.

Sign up to view all of the Root Financial Partners Dec. 31, 2025 positions
Download the Root Financial Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Equity Market Etf Etf (DFUS)	20.2	$395M	+16%	5.3M	74.17	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	7.7	$151M	+5%	4.0M	38.11	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	6.1	$119M	+33%	2.5M	47.95	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	5.9	$115M	+31%	2.7M	42.56	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.1	$99M	+10%	3.0M	32.57	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	4.8	$94M	+39%	1.4M	69.67	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	4.8	$94M	+44%	2.7M	34.21	View chart
Nvidia Corporation Stock (NVDA)	3.7	$73M	+101%	392k	186.50	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	3.3	$65M	+34%	1.3M	50.65	View chart
Vanguard Growth Etf Etf (VUG)	2.5	$48M	+31%	99k	487.86	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	2.2	$44M	+20%	1.9M	22.90	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	2.1	$42M	+40%	1.1M	38.03	View chart
Dimensional International Value Etf Etf (DFIV)	2.1	$41M	+5%	825k	49.90	View chart
Apple Stock (AAPL)	1.8	$36M	+15%	131k	271.86	View chart
Dimensional International Small Cap Etf Etf (DFIS)	1.7	$34M	+16%	1.0M	32.94	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.6	$32M		96k	335.27	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.6	$31M	-34%	663k	46.59	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	1.0	$20M	-29%	618k	32.89	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.9	$17M	-16%	427k	39.59	View chart
Microsoft Corp Stock (MSFT)	0.8	$15M	+6%	31k	483.62	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.6	$12M	-3%	156k	75.44	View chart
Broadcom Stock (AVGO)	0.6	$12M	+56%	33k	346.10	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$10M		16k	627.14	View chart
Tesla Stock (TSLA)	0.5	$9.7M	+146%	22k	449.73	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.5	$9.5M	+17%	129k	74.07	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$9.5M	+8%	30k	313.00	View chart
Amazon Stock (AMZN)	0.5	$9.2M	+16%	40k	230.82	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.4	$8.4M	+22%	84k	100.38	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.4	$7.1M	+2%	152k	46.80	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$6.7M	+45%	10k	660.11	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$6.7M		13k	502.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$6.1M	+27%	97k	62.47	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.3	$6.0M	-31%	178k	33.74	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$5.1M	+26%	20k	257.95	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$5.0M	+10%	8.2k	614.34	View chart
Vanguard Value Etf Etf (VTV)	0.3	$4.9M	+23%	26k	190.99	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$4.4M		14k	313.79	View chart
Home Depot Stock (HD)	0.2	$4.0M	-3%	12k	344.09	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$4.0M	+237%	23k	177.75	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$3.8M	+16%	70k	53.76	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$3.4M	+67%	44k	78.81	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.2M	+4%	3.0k	1074.79	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$3.2M	+29%	30k	106.70	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.2	$3.1M	+43%	64k	48.17	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$2.7M	+3%	54k	50.08	View chart
Oracle Corp Stock (ORCL)	0.1	$2.7M	+4%	14k	194.90	View chart
Netflix Stock (NFLX)	0.1	$2.6M	+981%	28k	93.76	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$2.5M	+14%	25k	100.26	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.1	$2.5M		73k	34.46	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$2.4M	+61%	56k	43.43	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$2.4M	+63%	3.5k	681.95	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$2.2M	+2%	6.8k	322.24	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.2M	+2%	11k	191.55	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.2M	+6%	10k	206.96	View chart
Howmet Aerospace Stock (HWM)	0.1	$2.1M	-8%	10k	205.01	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$2.1M	+26%	41k	49.84	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$2.0M		9.7k	209.13	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$2.0M	+34%	39k	50.94	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$1.9M	-5%	24k	80.22	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.9M	+29%	21k	88.49	View chart
Caterpillar Stock (CAT)	0.1	$1.8M	-10%	3.2k	572.86	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.8M	-2%	2.1k	862.38	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.8M	+21%	2.6k	685.02	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.7M	+2%	21k	82.50	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.7M	-6%	12k	143.52	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.7M	+105%	7.8k	214.16	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$1.6M	-9%	28k	59.54	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.6M	-16%	60k	27.43	View chart
Arista Networks Stock (ANET)	0.1	$1.6M	+154%	12k	131.03	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.5M	-6%	2.7k	566.36	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.5M	-3%	4.1k	350.71	View chart
Abbvie Stock (ABBV)	0.1	$1.4M	+29%	6.1k	228.48	View chart
Rtx Corporation Stock (RTX)	0.1	$1.4M	-5%	7.6k	183.41	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.4M	+2%	42k	33.08	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$1.3M	-63%	5.3k	252.93	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.3M		7.7k	171.19	View chart
Merck & Co Stock (MRK)	0.1	$1.3M	+6%	12k	105.26	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.3M	+16%	11k	120.34	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.2M	-26%	18k	69.47	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.2M	+8%	2.2k	570.97	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.1	$1.2M	+31%	7.9k	153.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.2M	+83%	5.5k	219.79	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.2M	+38%	49k	24.04	View chart
Chevron Corporation Stock (CVX)	0.1	$1.2M	-13%	7.6k	152.40	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.1M		4.0k	290.19	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.1M		20k	56.81	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$1.1M	+44%	7.8k	143.33	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.1M	-7%	15k	73.56	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.1M	-23%	22k	50.29	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$1.1M	-28%	28k	38.32	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$1.1M		9.3k	115.10	View chart
Walmart Stock (WMT)	0.1	$1.1M	-8%	9.5k	111.41	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.0M	+19%	16k	66.00	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.0M	+35%	38k	26.91	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.0M		32k	32.06	View chart
Micron Technology Stock (MU)	0.1	$1.0M	+201%	3.5k	285.43	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.1	$999k		9.6k	103.56	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$983k	+27%	4.7k	210.36	View chart
Kla Corp Stock (KLAC)	0.0	$967k		796.00	1215.32	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$956k	+3%	3.0k	314.75	View chart
Ge Aerospace Stock (GE)	0.0	$938k	+38%	3.0k	307.99	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$938k	+15%	14k	69.42	View chart
Applied Matls Stock (AMAT)	0.0	$903k	+78%	3.5k	256.96	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$869k	+537%	2.9k	301.18	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$865k	+42%	1.8k	473.30	View chart
Wynn Resorts Stock (WYNN)	0.0	$842k	+3311%	7.0k	120.33	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$829k	+3%	4.2k	199.68	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$828k		2.3k	357.17	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$822k	+8%	3.3k	246.14	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$818k	-8%	9.9k	82.82	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$815k	-5%	6.8k	120.18	View chart
Salesforce Stock (CRM)	0.0	$811k	+16%	3.1k	264.88	View chart
Goldman Sachs Group Stock (GS)	0.0	$792k	+20%	901.00	878.64	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.0	$787k	+702%	30k	26.42	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$784k	+95%	5.4k	143.98	View chart
Brt Apartments Corp Reit (BRT)	0.0	$763k	NEW	52k	14.70	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$757k	+10%	11k	67.22	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$750k	+49%	4.7k	160.97	View chart
Ubs Group Stock (UBS)	0.0	$750k	+5%	16k	46.31	View chart
American Express Stock (AXP)	0.0	$748k		2.0k	369.93	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.0	$745k	+50%	17k	42.84	View chart
Procter & Gamble Stock (PG)	0.0	$739k	+5%	5.2k	143.31	View chart
Spotify Technology S A Stock (SPOT)	0.0	$736k	-4%	1.3k	580.71	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$716k	+378%	6.7k	106.70	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$693k	+62%	7.7k	90.01	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$693k	-14%	6.1k	113.13	View chart
Bank America Corp Stock (BAC)	0.0	$692k		13k	55.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$688k	-13%	7.7k	89.46	View chart
Ecolab Stock (ECL)	0.0	$680k	+3%	2.6k	262.55	View chart
Bcb Bancorp Stock (BCBP)	0.0	$662k	+14%	82k	8.07	View chart
Coca Cola Stock (KO)	0.0	$642k	+7%	9.2k	69.91	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$640k	-10%	24k	26.23	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$623k	-6%	6.8k	90.97	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$621k	-7%	19k	32.62	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$611k	-9%	3.4k	177.39	View chart
Qualcomm Stock (QCOM)	0.0	$605k	+7%	3.5k	171.07	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$604k	+21%	2.0k	303.89	View chart
International Business Machs Stock (IBM)	0.0	$600k	-2%	2.0k	296.22	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$598k		14k	42.87	View chart
Blackrock Stock (BLK)	0.0	$594k		555.00	1070.75	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$594k		12k	50.32	View chart
Wells Fargo & Co Stock (WFC)	0.0	$587k	+11%	6.3k	93.20	View chart
Cisco Sys Stock (CSCO)	0.0	$586k		7.6k	77.03	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$585k	+1522%	2.7k	214.78	View chart
Citigroup Stock (C)	0.0	$585k	+12%	5.0k	116.70	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$574k	-3%	7.9k	72.68	View chart
Capital One Finl Corp Stock (COF)	0.0	$567k	+3%	2.3k	242.33	View chart
Morgan Stanley Stock (MS)	0.0	$543k	+10%	3.1k	177.54	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$541k		3.6k	149.00	View chart
Unitedhealth Group Stock (UNH)	0.0	$534k		1.6k	330.17	View chart
Abbott Labs Stock (ABT)	0.0	$530k	-10%	4.2k	125.28	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$530k		1.1k	480.57	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$525k	+45%	18k	28.48	View chart
Spdr Gold Shares Etf (GLD)	0.0	$522k	+5%	1.3k	396.31	View chart
Palo Alto Networks Stock (PANW)	0.0	$517k	+256%	2.8k	184.20	View chart
Philip Morris Intl Stock (PM)	0.0	$508k		3.2k	160.40	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$506k	-2%	5.3k	95.09	View chart
Royal Caribbean Group Stock (RCL)	0.0	$506k	+157%	1.8k	278.90	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$501k		5.6k	89.57	View chart
Us Bancorp Stock (USB)	0.0	$500k		9.4k	53.36	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$497k	+97%	11k	45.21	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$497k	+148%	16k	31.51	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$494k	+168%	4.1k	121.75	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$493k	+29%	14k	36.06	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.0	$489k	-19%	12k	41.56	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$483k		641.00	753.34	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$483k	+38%	11k	43.64	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$483k		2.1k	224.68	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$477k	+10%	446.00	1069.86	View chart
Booking Holdings Stock (BKNG)	0.0	$477k	+147%	89.00	5355.33	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$472k	+30%	1.1k	444.59	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$470k	-5%	2.3k	204.85	View chart
Amgen Stock (AMGN)	0.0	$469k	+18%	1.4k	327.31	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$463k		6.3k	73.98	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$461k	-10%	2.2k	211.76	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.0	$460k	+53%	8.9k	51.80	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$460k		9.3k	49.46	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.0	$460k	-5%	16k	28.84	View chart
Disney Walt Stock (DIS)	0.0	$449k	-12%	3.9k	113.76	View chart
Cvs Health Corp Stock (CVS)	0.0	$445k	+2%	5.6k	79.35	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$439k	+32%	2.2k	198.65	View chart
Tjx Cos Stock (TJX)	0.0	$432k		2.8k	153.60	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$422k	+20%	9.0k	46.92	View chart
Ge Vernova Stock (GEV)	0.0	$422k	+25%	645.00	653.63	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$420k	+79%	15k	27.21	View chart
Adobe Stock (ADBE)	0.0	$415k	+145%	1.2k	349.99	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$415k		16k	25.48	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$411k		13k	32.73	View chart
Deere & Co Stock (DE)	0.0	$410k	+2%	880.00	465.35	View chart
Pepsico Stock (PEP)	0.0	$407k	-6%	2.8k	143.51	View chart
Lowes Cos Stock (LOW)	0.0	$395k	+2%	1.6k	241.16	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$394k		1.6k	241.29	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$392k	-4%	13k	29.89	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$390k	+8%	2.7k	146.58	View chart
Sofi Technologies Stock (SOFI)	0.0	$386k	+291%	15k	26.18	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$376k	+53%	8.4k	44.47	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$374k		7.4k	50.59	View chart
Monster Beverage Corp Stock (MNST)	0.0	$371k		4.8k	76.67	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$370k	-15%	895.00	412.81	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$369k		5.3k	69.74	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$358k	-36%	7.8k	46.08	View chart
Electronic Arts Stock (EA)	0.0	$356k	+376%	1.7k	204.38	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$355k		3.8k	92.43	View chart
Altria Group Stock (MO)	0.0	$354k	+22%	6.1k	57.66	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$353k	-5%	3.9k	91.46	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$349k	+23%	3.5k	99.91	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$348k	-2%	2.6k	131.59	View chart
Tapestry Stock (TPR)	0.0	$345k	+437%	2.7k	127.77	View chart
General Mtrs Stock (GM)	0.0	$341k	+18%	4.2k	81.32	View chart
Realty Income Corp Reit (O)	0.0	$341k	+6%	6.0k	56.37	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$338k	-31%	16k	20.89	View chart
Verizon Communications Stock (VZ)	0.0	$338k	-29%	8.3k	40.73	View chart
Constellation Energy Corp Stock (CEG)	0.0	$336k	+28%	951.00	353.16	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$336k	+6%	3.7k	91.41	View chart
Ardelyx Stock (ARDX)	0.0	$336k		58k	5.83	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$330k		490.00	673.82	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$329k	+3%	680.00	483.63	View chart
Korn Ferry Stock (KFY)	0.0	$327k		5.0k	66.02	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.0	$327k	-29%	3.0k	110.15	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$326k	NEW	3.5k	91.94	View chart
3M Stock (MMM)	0.0	$325k	+4%	2.0k	160.11	View chart
Enbridge Stock (ENB)	0.0	$317k	+19%	6.6k	47.83	View chart
Wp Carey Reit (WPC)	0.0	$307k		4.8k	64.36	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$303k	-12%	2.0k	148.70	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$300k		2.7k	111.78	View chart
Ford Mtr Stock (F)	0.0	$297k	+3%	23k	13.12	View chart
Emerson Elec Stock (EMR)	0.0	$296k	+3%	2.2k	132.72	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$293k	-15%	6.1k	48.32	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$292k		9.5k	30.73	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$291k	+5%	1.0k	288.72	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.0	$290k		3.4k	84.88	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$289k	+62%	7.0k	41.48	View chart
Starbucks Corp Stock (SBUX)	0.0	$286k	-22%	3.4k	84.20	View chart
Mcdonalds Corp Stock (MCD)	0.0	$286k	-35%	936.00	305.66	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$284k	+3%	4.3k	65.55	View chart
Travelers Companies Stock (TRV)	0.0	$282k	+17%	972.00	290.00	View chart
Uber Technologies Stock (UBER)	0.0	$281k	+16%	3.4k	81.71	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$280k		465.00	602.95	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$278k	+1893%	2.7k	104.72	View chart
At&t Stock (T)	0.0	$277k	-7%	11k	24.84	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$274k	+4%	1.3k	208.72	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$274k	+62%	907.00	302.25	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$272k	-3%	2.4k	113.10	View chart
Union Pac Corp Stock (UNP)	0.0	$271k	-9%	1.2k	231.34	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$271k	+53%	11k	24.02	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$264k	+14%	2.8k	92.80	View chart
Honeywell Intl Stock (HON)	0.0	$262k	-15%	1.3k	195.13	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$259k	-29%	926.00	279.15	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$258k	+7%	550.00	468.76	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$257k	-3%	1.0k	250.42	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 Q4 filed Feb. 10, 2026
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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