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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, DFAS, and represent 45.78% of Root Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$57M), DFSD (+$24M), DFCF (+$23M), DFAS (+$16M), DFLV (+$14M), DUSB (+$12M), VUG (+$10M), DUHP (+$8.4M), DFAI (+$7.7M), VTI (+$7.5M).
Started 1134 new stock positions in FIGS, III, EMBC, OPAL, MYO, BILZ, ANNX, PZZA, XPOF, MEGI.
Reduced shares in these 10 stocks: NVDA (-$26M), DFUV, DFSV, HWM, LLY, DFEV, PLTR, META, AVGO, HD.
Sold out of its positions in ARKQ, ARKG, ARKX, AGEM, SAMT, Agilon Health, ARKB, Avidity Biosciences Ord, BFZ, BDJ.
Root Financial Partners was a net buyer of stock by $229M.
Root Financial Partners has $2.2B in assets under management (AUM), dropping by 10.49%.
Central Index Key (CIK): 0001977181

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Portfolio Holdings for Root Financial Partners

Root Financial Partners holds 3466 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Root Financial Partners has 3466 total positions. Only the first 250 positions are shown.

Sign up to view all of the Root Financial Partners March 31, 2026 positions
Download the Root Financial Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Equity Market Etf Etf (DFUS)	20.1	$434M	+15%	6.1M	70.91	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	7.5	$162M	+5%	4.2M	38.96	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	6.6	$143M	+20%	3.0M	47.88	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	6.3	$137M	+20%	3.2M	42.22	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	5.2	$113M	+17%	1.6M	71.13	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	5.2	$112M	+14%	3.1M	35.71	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.1	$109M	+6%	3.2M	33.86	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	3.6	$77M	+17%	1.5M	50.71	View chart
Vanguard Growth Etf Etf (VUG)	2.5	$53M	+23%	122k	436.79	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	2.3	$50M	+10%	2.1M	23.65	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	2.2	$49M	+20%	1.3M	36.76	View chart
Dimensional International Value Etf Etf (DFIV)	2.1	$46M	+5%	873k	52.78	View chart
Nvidia Corporation Stock (NVDA)	2.0	$43M	-37%	245k	174.40	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.8	$38M	+24%	119k	320.81	View chart
Dimensional International Small Cap Etf Etf (DFIS)	1.7	$38M	+7%	1.1M	33.67	View chart
Apple Stock (AAPL)	1.6	$34M		134k	253.79	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.3	$28M	-13%	574k	48.46	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.8	$18M	-15%	521k	35.04	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.8	$17M	+3%	440k	38.86	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.6	$14M	+44%	186k	73.64	View chart
Microsoft Corp Stock (MSFT)	0.6	$13M	+13%	35k	370.17	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$12M		153k	77.11	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$10M	+4%	17k	597.54	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.5	$9.9M	+44%	220k	45.12	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$9.6M	+54%	151k	64.08	View chart
Broadcom Stock (AVGO)	0.4	$9.6M	-6%	31k	309.51	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.4	$8.9M	+4%	88k	100.66	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$8.4M	-3%	29k	287.56	View chart
Tesla Stock (TSLA)	0.4	$7.8M	-2%	21k	371.76	View chart
Amazon Stock (AMZN)	0.4	$7.7M	-6%	37k	208.27	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$7.0M	+103%	89k	78.41	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$6.8M	+30%	26k	261.92	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$6.7M	+3%	14k	479.20	View chart
Vanguard Value Etf Etf (VTV)	0.3	$6.6M	+29%	33k	196.20	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.2	$5.2M	-17%	147k	35.78	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$5.1M	-13%	8.8k	572.10	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$4.9M	+29%	91k	54.05	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$4.8M		8.4k	577.15	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$4.7M	+102%	114k	41.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$4.7M	+15%	16k	286.86	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$3.8M	+18%	35k	106.50	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.2	$3.7M	+19%	77k	47.93	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.2	$3.6M	+33%	72k	49.85	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.2	$3.6M	+41%	36k	99.08	View chart
Caterpillar Stock (CAT)	0.2	$3.5M	+54%	5.0k	708.45	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.2	$3.3M	+62%	67k	49.78	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$3.2M	+24%	91k	35.53	View chart
Home Depot Stock (HD)	0.1	$3.2M	-16%	9.7k	328.91	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$2.9M	+26%	4.5k	650.30	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$2.8M	+45%	31k	88.70	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.6M	+77%	74k	34.55	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$2.5M	+100%	11k	237.62	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.5M	+37%	82k	30.68	View chart
Oracle Corp Stock (ORCL)	0.1	$2.4M	+19%	17k	147.11	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$2.4M	+13%	2.4k	996.43	View chart
Netflix Stock (NFLX)	0.1	$2.3M	-11%	24k	96.15	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$2.3M	-29%	16k	146.28	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.2M		11k	191.91	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$2.2M	+10%	7.4k	294.17	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$2.2M	+27%	3.3k	653.27	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.1M	-16%	8.6k	244.44	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$2.1M	+21%	33k	62.45	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$2.0M		9.8k	205.80	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$2.0M		39k	50.98	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.0M	+58%	4.3k	460.99	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$1.9M	+6%	25k	76.54	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.9M	+6%	11k	169.66	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.1	$1.8M	+52%	12k	149.23	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$1.8M	+56%	12k	145.79	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.7M		12k	148.10	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.6M	+105%	23k	69.75	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.6M		7.8k	203.43	View chart
Walmart Stock (WMT)	0.1	$1.6M	+34%	13k	124.28	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.6M	-4%	20k	79.06	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.6M	+33%	7.3k	215.07	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M	+7%	8.1k	192.90	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.5M	-44%	1.6k	919.85	View chart
Chevron Corporation Stock (CVX)	0.1	$1.5M	-3%	7.3k	206.91	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.5M	+55%	4.5k	328.68	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.5M	-11%	6.9k	213.67	View chart
Abbvie Stock (ABBV)	0.1	$1.4M	+6%	6.5k	217.49	View chart
Merck & Co Stock (MRK)	0.1	$1.4M	-7%	11k	120.29	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$1.3M	+80%	14k	94.24	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.3M	+28%	49k	25.64	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$1.3M	+189%	3.1k	407.69	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.2M		18k	68.28	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$1.2M	+64%	29k	42.40	View chart
Kla Corp Stock (KLAC)	0.1	$1.2M	+3%	822.00	1472.72	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.2M		49k	24.75	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.2M		32k	37.84	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.2M	+44%	4.8k	247.99	View chart
Micron Technology Stock (MU)	0.1	$1.2M		3.5k	337.86	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.1M		20k	56.58	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.1M	+4%	2.3k	499.74	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.1M	+3%	22k	49.89	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.1M		3.9k	287.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.1M	-2%	15k	75.10	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M	-12%	3.6k	302.21	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.1M	+56%	12k	90.53	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$1.1M		9.3k	116.29	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.0	$1.1M	+36%	41k	26.58	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$1.1M	+5%	4.9k	213.67	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$1.0M	+119%	20k	49.95	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$1.0M	-9%	26k	39.43	View chart
Applied Matls Stock (AMAT)	0.0	$1.0M	-16%	2.9k	341.74	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$1.0M	+19%	8.1k	124.31	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$994k	-6%	15k	67.53	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$948k		9.8k	96.70	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.0	$936k	+103%	18k	51.74	View chart
Procter & Gamble Stock (PG)	0.0	$922k	+23%	6.4k	144.43	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$899k		3.0k	298.81	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.0	$874k	NEW	18k	47.72	View chart
Arista Networks Stock (ANET)	0.0	$871k	-41%	7.1k	122.78	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$841k	+56%	29k	29.08	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$822k	+48%	28k	29.13	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$816k	-13%	12k	70.18	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$816k		9.9k	82.57	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$816k	+4%	1.9k	426.32	View chart
Goldman Sachs Group Stock (GS)	0.0	$768k		908.00	845.65	View chart
Ge Vernova Stock (GEV)	0.0	$761k	+35%	872.00	872.96	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$755k		4.2k	181.42	View chart
Ge Aerospace Stock (GE)	0.0	$746k	-13%	2.6k	283.79	View chart
American Express Stock (AXP)	0.0	$746k	+21%	2.5k	302.45	View chart
Coca Cola Stock (KO)	0.0	$745k	+6%	9.8k	76.05	View chart
Bcb Bancorp Stock (BCBP)	0.0	$742k		83k	8.98	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$734k	+19%	15k	48.75	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$723k	+670%	7.2k	99.86	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$718k	NEW	1.00	718140.00	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$707k	-3%	5.9k	119.35	View chart
Brt Apartments Corp Reit (BRT)	0.0	$692k		52k	13.34	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$686k		2.3k	300.83	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$679k	+60%	3.5k	191.79	View chart
Cisco Sys Stock (CSCO)	0.0	$678k	+14%	8.7k	77.59	View chart
Salesforce Stock (CRM)	0.0	$661k	+15%	3.5k	186.66	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$652k	-10%	4.9k	132.91	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$647k	+20%	13k	48.93	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$647k		6.6k	97.91	View chart
International Business Machs Stock (IBM)	0.0	$646k	+31%	2.7k	242.40	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$645k		6.8k	94.58	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.0	$643k	NEW	8.9k	72.08	View chart
Tjx Cos Stock (TJX)	0.0	$635k	+41%	4.0k	159.70	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$627k		3.4k	184.26	View chart
Spotify Technology S A Stock (SPOT)	0.0	$612k		1.3k	484.91	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$612k	+3%	15k	42.31	View chart
Ishares Gold Trust Etf (IAU)	0.0	$610k	+129%	6.9k	88.16	View chart
Philip Morris Intl Stock (PM)	0.0	$608k	+16%	3.7k	165.33	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$607k		24k	25.10	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$607k	-9%	1.8k	337.95	View chart
Wynn Resorts Stock (WYNN)	0.0	$605k	-14%	6.0k	101.55	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$599k	+232%	1.6k	370.68	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$594k		12k	50.34	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$587k	+102%	4.1k	142.43	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$549k	+85%	13k	42.37	View chart
Amgen Stock (AMGN)	0.0	$525k	+4%	1.5k	351.85	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$522k	-15%	6.6k	78.65	View chart
Phillips 66 Stock (PSX)	0.0	$521k	+102%	2.9k	182.20	View chart
Spdr Gold Shares Etf (GLD)	0.0	$514k	-9%	1.2k	430.29	View chart
Citigroup Stock (C)	0.0	$513k	-9%	4.5k	113.40	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$504k	-8%	4.3k	118.62	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$504k	+7%	2.5k	203.79	View chart
Deere & Co Stock (DE)	0.0	$498k		884.00	563.04	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$495k		5.6k	88.50	View chart
Verizon Communications Stock (VZ)	0.0	$494k	+18%	9.8k	50.20	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$488k	-4%	1.1k	463.19	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$479k	+16%	793.00	604.35	View chart
Western Digital Corp Stock (WDC)	0.0	$478k	+49%	1.8k	270.54	View chart
Mcdonalds Corp Stock (MCD)	0.0	$477k	+63%	1.5k	310.84	View chart
Wells Fargo & Co Stock (WFC)	0.0	$476k	-5%	6.0k	79.60	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$476k	-19%	360.00	1320.83	View chart
Abbott Laboratories Stock (ABT)	0.0	$474k	+9%	4.6k	102.68	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$474k	+2%	6.4k	73.78	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$473k	-9%	12k	38.26	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$469k		2.2k	217.27	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$467k	-8%	14k	32.43	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$466k	+1664%	4.2k	110.48	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$465k	+4%	667.00	697.34	View chart
General Mtrs Stock (GM)	0.0	$463k	+48%	6.2k	74.50	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$458k	+39%	4.9k	93.97	View chart
Pepsico Stock (PEP)	0.0	$453k	+2%	2.9k	155.29	View chart
Ubs Group Stock (UBS)	0.0	$453k	-28%	12k	39.07	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$448k	+401%	4.0k	113.11	View chart
Disney Walt Stock (DIS)	0.0	$448k	+17%	4.6k	96.38	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$448k	+144%	7.4k	60.65	View chart
Unitedhealth Group Stock (UNH)	0.0	$447k	+2%	1.7k	270.65	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.0	$447k	-8%	11k	41.72	View chart
Honeywell Intl Stock (HON)	0.0	$447k	+47%	2.0k	226.06	View chart
Morgan Stanley Stock (MS)	0.0	$446k	-11%	2.7k	164.60	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$436k	-2%	2.1k	208.05	View chart
Blackrock Stock (BLK)	0.0	$432k	-19%	449.00	961.05	View chart
Ecolab Stock (ECL)	0.0	$430k	-37%	1.6k	266.08	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$428k		9.0k	47.53	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$427k	-9%	10k	42.54	View chart
Altria Group Stock (MO)	0.0	$426k	+5%	6.5k	65.99	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$424k		13k	33.97	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$424k	-4%	3.9k	109.69	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$415k		16k	25.48	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$411k	+1709%	3.9k	106.15	View chart
Comfort Sys Usa Stock (FIX)	0.0	$408k	+193%	296.00	1378.99	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$390k	-5%	1.5k	254.03	View chart
Booking Holdings Stock (BKNG)	0.0	$388k	+3%	92.00	4217.07	View chart
Cvs Health Corp Stock (CVS)	0.0	$388k	-3%	5.4k	71.81	View chart
Qualcomm Stock (QCOM)	0.0	$388k	-14%	3.0k	128.77	View chart
Dow Hldgs Stock (DOW)	0.0	$387k	+66%	9.3k	41.65	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$386k	+7%	5.7k	68.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$386k	+2%	13k	28.71	View chart
Eaton Corp Stock (ETN)	0.0	$385k	+112%	1.1k	357.67	View chart
Linde Stock (LIN)	0.0	$382k	+77%	771.00	495.85	View chart
Capital One Finl Corp Stock (COF)	0.0	$382k	-10%	2.1k	182.44	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.0	$381k	+13982%	12k	32.22	View chart
Chubb Ltd Switz Stock (CB)	0.0	$374k	+185%	1.1k	325.93	View chart
Travelers Companies Stock (TRV)	0.0	$372k	+31%	1.3k	291.73	View chart
At&t Stock (T)	0.0	$371k	+14%	13k	28.99	View chart
Curtiss Wright Corp Stock (CW)	0.0	$371k	+321%	544.00	681.12	View chart
Danaher Corp Del Stock (DHR)	0.0	$370k	+97%	2.0k	189.60	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$369k		3.8k	95.96	View chart
Ameriprise Finl Stock (AMP)	0.0	$365k	+91%	822.00	444.40	View chart
Monster Beverage Corp Stock (MNST)	0.0	$361k	+2%	5.0k	72.46	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$358k	+30%	1.7k	208.09	View chart
Electronic Arts Stock (EA)	0.0	$355k		1.7k	203.91	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$354k	-17%	13k	27.85	View chart
Republic Svcs Stock (RSG)	0.0	$350k	+41%	1.6k	219.02	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$350k		2.6k	132.50	View chart
Cummins Stock (CMI)	0.0	$349k	+47%	649.00	538.12	View chart
Fortinet Stock (FTNT)	0.0	$347k	+79%	4.2k	81.72	View chart
Fedex Corp Stock (FDX)	0.0	$345k	+54%	969.00	356.18	View chart
Ardelyx Stock (ARDX)	0.0	$345k		58k	5.99	View chart
Uber Technologies Stock (UBER)	0.0	$342k	+38%	4.8k	71.93	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$342k	+9%	4.0k	84.91	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$341k	-3%	2.6k	129.92	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$341k	+201%	4.2k	80.60	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$340k	+54%	5.8k	58.78	View chart
Newmont Corp Stock (NEM)	0.0	$337k	+112%	3.1k	108.25	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$334k	+38%	489.00	682.24	View chart
Korn Ferry Stock (KFY)	0.0	$329k	+5%	5.2k	62.95	View chart
Valero Energy Corp Stock (VLO)	0.0	$327k	+15%	1.3k	246.99	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$325k	-53%	1.6k	197.22	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$325k	-2%	2.6k	125.46	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$323k		880.00	367.48	View chart
Lowes Cos Stock (LOW)	0.0	$320k	-17%	1.4k	236.27	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$318k	-6%	3.6k	88.47	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$312k	+6%	6.5k	48.05	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$311k	+6%	10k	30.78	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$311k	+7%	1.1k	287.00	View chart
Williams Cos Stock (WMB)	0.0	$310k	+13%	4.3k	72.78	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$308k	-15%	6.6k	47.03	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$303k		4.3k	69.90	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$302k	+15%	16k	19.30	View chart
Conocophillips Stock (COP)	0.0	$300k	+15%	2.3k	132.00	View chart
3M Stock (MMM)	0.0	$300k		2.1k	145.24	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$298k		2.7k	111.18	View chart

Past Filings by Root Financial Partners

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

Root Financial Partners 2026 Q1 filed April 24, 2026
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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