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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, DFAS, DFAI, DFLV, DFSD, and represent 45.25% of Root Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFLV (+$62M), DFAS (+$61M), VUG (+$52M), DFEV (+$48M), DFSD (+$31M), DFCF (+$25M), DUHP (+$24M), DFIS (+$18M), DUSB (+$18M), DFIV (+$17M).
Started 9 new stock positions in NEA, FTMA, ISTB, Exxon Mobil Corp, MHD, EVSM, SPCX, CCL, Alight Inc Com Shs Cl A.
Reduced shares in these 10 stocks: DFUS (-$76M), DFUV (-$14M), DFSV (-$9.1M), DFAE (-$6.0M), AAPL, NVDA, DFAC, , DFAU, BND.
Sold out of its positions in AAON, AIR, ACCO, ACNB, ADMA, ADT, ACVA, ABM, AGCO, MITT.
Root Financial Partners was a net buyer of stock by $242M.
Root Financial Partners has $2.6B in assets under management (AUM), dropping by 19.03%.
Central Index Key (CIK): 0001977181

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Portfolio Holdings for Root Financial Partners

Root Financial Partners holds 407 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Equity Market Etf Etf (DFUS)	16.6	$426M	-15%	5.2M	81.94	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	7.5	$192M	+46%	2.3M	82.34	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	7.3	$187M	+8%	4.5M	41.25	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	7.2	$186M	+49%	4.7M	39.54	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	6.7	$174M	+21%	3.6M	47.75	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	6.3	$162M	+18%	3.8M	42.21	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	4.8	$124M	-4%	3.1M	40.21	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	3.7	$95M	+23%	1.9M	50.78	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	3.1	$79M	+43%	1.9M	41.73	View chart
Dimensional International Value Etf Etf (DFIV)	2.5	$64M	+35%	1.2M	54.02	View chart
Vanguard Growth Etf Etf (VUG)	2.4	$63M	+494%	726k	86.14	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	2.4	$61M	+9%	2.3M	26.16	View chart
Dimensional International Small Cap Etf Etf (DFIS)	2.2	$57M	+46%	1.6M	35.03	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.1	$54M	+764%	1.3M	42.67	View chart
Nvidia Corporation Stock (NVDA)	1.8	$47M	-4%	235k	200.09	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.8	$45M	+2%	122k	370.04	View chart
Apple Stock (AAPL)	1.4	$37M	-5%	126k	289.36	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.7	$18M	-43%	327k	55.01	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.7	$18M	-9%	397k	44.36	View chart
Microsoft Corp Stock (MSFT)	0.5	$14M	+8%	38k	373.02	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.5	$13M	-7%	172k	73.41	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$13M	-4%	147k	85.49	View chart
Broadcom Stock (AVGO)	0.5	$12M	+5%	33k	377.75	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.5	$12M	+35%	119k	100.67	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$11M	+6%	160k	71.25	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$11M	-2%	16k	686.79	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.4	$11M	-44%	288k	38.79	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.4	$10M	-11%	195k	51.69	View chart
Amazon Stock (AMZN)	0.4	$10M	+12%	42k	238.34	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$9.7M	-7%	27k	357.37	View chart
Tesla Stock (TSLA)	0.4	$9.4M	+6%	22k	420.61	View chart
Vanguard Value Etf Etf (VTV)	0.3	$8.8M	+20%	40k	217.93	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$8.6M	+24%	111k	77.91	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$8.6M	+9%	28k	303.12	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$6.9M		14k	500.38	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$6.0M	+13%	130k	46.63	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$6.0M		8.2k	736.41	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$6.0M	+11%	101k	59.69	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$5.7M		16k	353.32	View chart
Caterpillar Stock (CAT)	0.2	$5.5M	+4%	5.2k	1064.93	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.2	$5.2M	+40%	107k	48.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$5.0M		8.9k	563.28	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$5.0M	+31%	47k	106.47	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.2	$4.7M	+41%	94k	49.78	View chart
Micron Technology Stock (MU)	0.2	$4.5M	+11%	3.9k	1154.37	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	0.2	$4.1M	+7168%	75k	54.46	View chart
Home Depot Stock (HD)	0.1	$3.9M	+12%	11k	352.69	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.8M	-15%	6.6k	580.91	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.1	$3.4M		91k	37.26	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$3.3M	-2%	4.4k	746.70	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$3.2M	-11%	64k	50.18	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$3.2M	-11%	32k	100.60	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$3.1M	-4%	10k	302.97	View chart
Lam Research Corp Stock (LRCX)	0.1	$3.0M		7.0k	433.35	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$3.0M	+4110%	61k	49.55	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.9M	-3%	71k	40.64	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$2.8M	-5%	29k	96.43	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$2.8M	-2%	4.4k	640.78	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$2.7M	+11%	8.3k	327.34	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$2.7M	+34%	53k	51.00	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$2.7M	+20%	2.9k	935.44	View chart
Qualcomm Stock (QCOM)	0.1	$2.6M	+371%	14k	184.79	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.6M		82k	31.71	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$2.6M	+3%	3.5k	748.96	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.6M	+6%	12k	212.77	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.5M	+71%	85k	29.43	View chart
Kla Corp Stock (KLAC)	0.1	$2.4M	+877%	8.0k	301.71	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.4M	+7%	9.3k	253.97	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$2.3M	+3%	26k	87.88	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.1	$2.2M	+8%	13k	170.29	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$2.2M	-8%	9.0k	246.21	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$2.2M	+15%	14k	154.29	View chart
Eli Lilly & Co Stock (LLY)	0.1	$2.2M	+8%	1.8k	1199.52	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$2.1M	-9%	30k	69.90	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$2.1M	+52%	74k	27.70	View chart
Franklin Massachusetts Municipal Income Etf Etf (FTMA)	0.1	$2.0M	NEW	223k	9.12	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$2.0M	+4%	24k	82.84	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.0M	+35%	6.5k	300.44	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.9M	+4%	17k	116.67	View chart
Eaton Vance Short Duration Municipal Income Etf Etf (EVSM)	0.1	$1.9M	NEW	38k	50.31	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.9M		12k	158.03	View chart
Abbvie Stock (ABBV)	0.1	$1.8M	+11%	7.2k	251.64	View chart
Oracle Corp Stock (ORCL)	0.1	$1.8M	-25%	12k	146.55	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.8M	-2%	19k	90.79	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$1.7M	+27%	18k	98.20	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.7M		4.3k	397.68	View chart
Applied Matls Stock (AMAT)	0.1	$1.6M	-22%	2.3k	722.88	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M	+2%	8.3k	189.73	View chart
Exxonmobil Holdings Corp Stock	0.1	$1.6M	NEW	11k	136.72	View chart
Merck & Co Stock (MRK)	0.1	$1.6M	+6%	12k	128.50	View chart
Netflix Stock (NFLX)	0.1	$1.5M	-11%	22k	71.40	View chart
Chevron Corporation Stock (CVX)	0.1	$1.5M	+28%	9.3k	165.77	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$1.5M	+17%	34k	45.10	View chart
Walmart Stock (WMT)	0.1	$1.5M		13k	113.26	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.4M	+12%	4.1k	343.11	View chart
Western Digital Corp Stock (WDC)	0.1	$1.4M	+23%	2.2k	638.63	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.4M	+244%	44k	31.10	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.3M	-7%	16k	81.06	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.3M	+13%	14k	96.58	View chart
Cisco Sys Stock (CSCO)	0.1	$1.3M	+26%	11k	117.46	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.3M	+314%	16k	80.57	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$1.3M	+3%	15k	83.75	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$1.2M	+45%	2.6k	477.57	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.2M	-28%	5.2k	236.61	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$1.2M	+2%	8.3k	148.31	View chart
Ge Vernova Stock (GEV)	0.0	$1.2M	+19%	1.0k	1174.93	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$1.2M		20k	60.79	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$1.2M	+30%	6.4k	190.52	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$1.2M	+374%	15k	82.62	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$1.2M	+25%	35k	33.84	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$1.2M		32k	36.76	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$1.2M	+2%	23k	50.58	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$1.1M		15k	77.11	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$1.1M	+8%	31k	36.13	View chart
Ge Aerospace Stock (GE)	0.0	$1.1M	+15%	3.0k	373.76	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.0	$1.1M	+18%	22k	52.11	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$1.1M	-7%	4.5k	242.41	View chart
Intel Corp Stock (INTC)	0.0	$1.1M	+48%	7.9k	139.62	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$1.1M	+1240%	8.9k	119.51	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$1.1M		4.2k	252.23	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$1.0M		3.0k	343.86	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$1.0M	+50%	5.1k	197.59	View chart
Goldman Sachs Group Stock (GS)	0.0	$1.0M	+10%	999.00	1011.00	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$1.0M		9.7k	103.96	View chart
Unitedhealth Group Stock (UNH)	0.0	$986k	+43%	2.4k	415.58	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.0	$969k	-11%	8.3k	117.09	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$943k	+6%	12k	75.79	View chart
Coca Cola Stock (KO)	0.0	$925k	+16%	11k	81.27	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$920k	+7%	16k	56.98	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$919k	-21%	1.8k	513.72	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.0	$913k	-22%	32k	28.97	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$912k	+12%	11k	82.11	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$895k	+36%	927.00	965.41	View chart
American Express Stock (AXP)	0.0	$895k	+7%	2.6k	338.21	View chart
Bcb Bancorp Stock (BCBP)	0.0	$886k		83k	10.72	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$872k	-21%	20k	43.14	View chart
Arista Networks Stock (ANET)	0.0	$841k	-30%	5.0k	169.88	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$815k	+242%	6.6k	124.16	View chart
Procter & Gamble Stock (PG)	0.0	$803k	-14%	5.5k	146.65	View chart
Brt Apartments Corp Reit (BRT)	0.0	$798k		52k	15.37	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$786k		6.6k	118.99	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$783k	-8%	5.4k	144.28	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$776k	+10%	27k	28.96	View chart
Citigroup Stock (C)	0.0	$774k	+22%	5.5k	139.95	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$767k		3.5k	219.45	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$760k	+27%	2.7k	285.58	View chart
Comfort Sys Usa Stock (FIX)	0.0	$755k	+28%	381.00	1981.95	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$745k	+36%	5.4k	137.53	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$744k		6.8k	109.11	View chart
Tjx Cos Stock (TJX)	0.0	$739k	+22%	4.9k	151.51	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.0	$737k		18k	40.23	View chart
International Business Machs Stock (IBM)	0.0	$703k	-6%	2.5k	281.26	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$700k	-31%	14k	50.23	View chart
Wells Fargo & Co Stock (WFC)	0.0	$698k	+41%	8.4k	82.64	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$689k		1.6k	426.40	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$682k	+7%	14k	48.88	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$681k	-2%	13k	52.76	View chart
Morgan Stanley Stock (MS)	0.0	$679k	+20%	3.3k	209.02	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$676k	-5%	340.00	1989.44	View chart
Eaton Corp Stock (ETN)	0.0	$653k	+42%	1.5k	426.12	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$643k		2.3k	281.68	View chart
Philip Morris Intl Stock (PM)	0.0	$634k	-4%	3.5k	180.93	View chart
Fortinet Stock (FTNT)	0.0	$634k	-2%	4.1k	153.62	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$633k	+3%	15k	42.41	View chart
Sandisk Corp Stock (SNDK)	0.0	$632k	+29%	278.00	2273.73	View chart
Capital One Finl Corp Stock (COF)	0.0	$631k	+50%	3.1k	200.63	View chart
Amgen Stock (AMGN)	0.0	$628k	+16%	1.7k	362.12	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$623k	+80%	1.8k	342.87	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$616k	+17%	2.5k	242.97	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.0	$606k	-17%	7.4k	81.98	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$600k	+8%	13k	45.11	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$591k		12k	50.35	View chart
Palo Alto Networks Stock (PANW)	0.0	$579k	-4%	1.7k	341.02	View chart
Lumentum Hldgs Stock (LITE)	0.0	$578k	+206%	674.00	858.06	View chart
Wynn Resorts Stock (WYNN)	0.0	$576k		5.9k	97.09	View chart
Corning Stock (GLW)	0.0	$568k	+9%	2.2k	255.38	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$565k	NEW	3.3k	170.86	View chart
Spotify Technology S A Stock (SPOT)	0.0	$563k	-2%	1.2k	459.13	View chart
Blackrock Stock (BLK)	0.0	$559k	+29%	582.00	961.05	View chart
General Mtrs Stock (GM)	0.0	$558k	+16%	7.2k	77.08	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$558k	+31%	9.7k	57.62	View chart
Cvs Health Corp Stock (CVS)	0.0	$556k		5.4k	103.44	View chart
Deere & Co Stock (DE)	0.0	$547k	-2%	862.00	634.03	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$545k		5.6k	97.61	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$542k		14k	38.06	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$542k		6.5k	82.79	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$541k		2.5k	219.21	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$538k	+63%	22k	24.55	View chart
Ishares Gold Trust Etf (IAU)	0.0	$532k		7.1k	75.51	View chart
Phillips 66 Stock (PSX)	0.0	$528k	+9%	3.1k	169.07	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$519k	+5%	13k	39.68	View chart
Linde Stock (LIN)	0.0	$511k	+27%	984.00	519.02	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$510k	-7%	977.00	522.39	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$505k	+38%	1.5k	334.82	View chart
Monster Beverage Corp Stock (MNST)	0.0	$502k	+4%	5.2k	96.12	View chart
Travelers Companies Stock (TRV)	0.0	$501k	+18%	1.5k	330.16	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$498k	+2%	9.2k	54.03	View chart
Chubb Stock (CB)	0.0	$494k	+26%	1.5k	340.74	View chart
Teradyne Stock (TER)	0.0	$488k	+23%	1.0k	483.84	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$486k	+8%	5.3k	92.26	View chart
Spdr Gold Shares Etf (GLD)	0.0	$483k	+9%	1.3k	368.38	View chart
Cummins Stock (CMI)	0.0	$481k	+3%	674.00	713.34	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$475k	+176%	4.8k	98.98	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$468k	+505%	5.3k	87.91	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$463k	+27%	7.4k	62.89	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$460k		13k	36.84	View chart
Ecolab Stock (ECL)	0.0	$460k	+2%	1.6k	278.69	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$459k	+128%	744.00	616.84	View chart
Valero Energy Corp Stock (VLO)	0.0	$459k	+32%	1.8k	260.37	View chart
Altria Group Stock (MO)	0.0	$456k		6.3k	71.95	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$453k	+4%	1.6k	283.85	View chart
Delta Air Lines Stock (DAL)	0.0	$450k	+34%	4.8k	93.66	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$444k	+103%	1.5k	306.38	View chart
Pepsico Stock (PEP)	0.0	$441k	+11%	3.3k	135.41	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$441k	+9%	866.00	509.32	View chart
United Airls Hldgs Stock (UAL)	0.0	$438k	+5%	3.2k	135.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$435k	+31%	570.00	763.14	View chart
Texas Instrs Stock (TXN)	0.0	$435k	+53%	1.5k	298.14	View chart
Verizon Communications Stock (VZ)	0.0	$433k	+3%	10k	42.34	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$432k	-7%	5.2k	82.63	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$431k		3.8k	112.09	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$429k	+16%	2.4k	176.31	View chart
Disney Walt Stock (DIS)	0.0	$425k	-4%	4.4k	96.26	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$421k	-43%	4.1k	103.05	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$419k		1.7k	246.22	View chart
Curtiss Wright Corp Stock (CW)	0.0	$419k		553.00	757.76	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$417k		16k	25.61	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$415k		4.0k	103.22	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$414k	-38%	2.5k	164.28	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$412k		3.8k	107.61	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$406k	+51%	2.8k	143.10	View chart
Marvell Technology Stock (MRVL)	0.0	$406k	+16%	1.4k	297.89	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$396k	+850%	3.6k	110.33	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$389k		2.6k	147.73	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$388k	+13%	1.2k	314.59	View chart
Aflac Stock (AFL)	0.0	$384k	+38%	3.3k	117.26	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$384k	+17%	5.1k	75.64	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$382k	+65%	2.6k	146.11	View chart
Analog Devices Stock (ADI)	0.0	$377k	+41%	950.00	397.17	View chart
Pg&e Corp Stock (PCG)	0.0	$377k	+45%	22k	16.82	View chart
Union Pac Corp Stock (UNP)	0.0	$375k	+22%	1.4k	272.02	View chart
Centene Corp Del Stock (CNC)	0.0	$369k	+19%	5.7k	64.19	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$367k	+31%	9.2k	40.13	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$367k	+29%	7.2k	51.29	View chart
Electronic Arts Stock (EA)	0.0	$366k	+2%	1.8k	205.08	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$364k	+15%	7.5k	48.43	View chart
United Rentals Stock (URI)	0.0	$361k	+112%	319.00	1132.89	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$361k	-46%	3.5k	102.30	View chart
3M Stock (MMM)	0.0	$361k	+8%	2.2k	161.92	View chart
Mcdonalds Corp Stock (MCD)	0.0	$360k	-13%	1.3k	270.21	View chart
Korn Ferry Stock (KFY)	0.0	$359k	+3%	5.4k	66.58	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$359k	+10%	2.5k	144.60	View chart
Salesforce Stock (CRM)	0.0	$355k	-35%	2.3k	156.64	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$355k	-40%	823.00	431.69	View chart
Emcor Group Stock (EME)	0.0	$351k	+16%	423.00	829.91	View chart
Abbott Laboratories Stock (ABT)	0.0	$348k	-16%	3.8k	90.73	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$348k	+3%	3.7k	93.39	View chart
T-mobile Us Stock (TMUS)	0.0	$348k	+67%	2.1k	167.70	View chart
Booking Holdings Stock (BKNG)	0.0	$346k	+2013%	1.9k	178.20	View chart
Ford Mtr Stock (F)	0.0	$345k	+7%	25k	13.90	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$343k		2.7k	128.08	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$341k	+37%	1.0k	331.69	View chart
Ross Stores Stock (ROST)	0.0	$338k	+55%	1.6k	212.85	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$333k	-13%	3.6k	91.20	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.0	$329k	NEW	12k	28.57	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$328k	-33%	6.7k	49.28	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$328k	+4%	1.7k	189.62	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$327k		465.00	702.95	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$325k	-33%	2.8k	114.18	View chart
Synopsys Stock (SNPS)	0.0	$322k	+555%	721.00	446.07	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$319k		2.6k	122.42	View chart
Williams Cos Stock (WMB)	0.0	$318k		4.3k	74.34	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.0	$316k	+21%	1.1k	289.43	View chart
Republic Svcs Stock (RSG)	0.0	$312k	-8%	1.5k	213.08	View chart
Dow Hldgs Stock (DOW)	0.0	$312k	+22%	11k	27.36	View chart
Trane Technologies Stock (TT)	0.0	$310k	+112%	631.00	491.16	View chart
Starbucks Corp Stock (SBUX)	0.0	$306k	+5%	3.0k	102.18	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.0	$305k	-30%	7.4k	41.26	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$305k	+20%	2.4k	126.31	View chart
Pfizer Stock (PFE)	0.0	$304k	+25%	13k	24.08	View chart
Royal Caribbean Group Stock (RCL)	0.0	$303k	-2%	953.00	317.60	View chart
Emerson Elec Stock (EMR)	0.0	$301k		2.1k	143.18	View chart
Fedex Corp Stock (FDX)	0.0	$300k		958.00	313.13	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$299k		16k	19.12	View chart
Coherent Corp Stock (COHR)	0.0	$299k	+11%	758.00	394.47	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$299k	+66%	3.9k	76.70	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.0	$298k		3.2k	93.25	View chart
Quanta Svcs Stock (PWR)	0.0	$298k	+23%	414.00	720.04	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$296k	+71%	2.8k	104.67	View chart
Ardelyx Stock (ARDX)	0.0	$296k		58k	5.10	View chart
Danaher Corp Del Stock (DHR)	0.0	$296k	-20%	1.6k	190.48	View chart
Csx Corp Stock (CSX)	0.0	$294k	+19%	6.2k	47.53	View chart
Boeing Stock (BA)	0.0	$294k	+78%	1.4k	216.47	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$293k	-5%	9.5k	30.85	View chart
Allstate Corp Stock (ALL)	0.0	$293k	+5%	1.2k	237.94	View chart
Marathon Pete Corp Stock (MPC)	0.0	$293k	+17%	1.1k	255.67	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.0	$292k		4.1k	71.50	View chart
Regions Financial Corp Stock (RF)	0.0	$291k	+6%	9.6k	30.20	View chart
Lowes Cos Stock (LOW)	0.0	$291k	-2%	1.3k	220.49	View chart
Illinois Tool Wks Stock (ITW)	0.0	$288k	+21%	1.1k	270.46	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$287k	-2%	5.7k	50.39	View chart
Keysight Technologies Stock (KEYS)	0.0	$287k	+45%	819.00	350.07	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$286k	+14%	562.00	509.31	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$284k	-9%	12k	23.68	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.0	$284k	-3%	2.6k	110.35	View chart
Realty Income Corp Reit (O)	0.0	$283k		4.6k	61.95	View chart
Parker-hannifin Corp Stock (PH)	0.0	$283k	+82%	289.00	978.12	View chart
Uber Technologies Stock (UBER)	0.0	$281k	-18%	3.9k	72.16	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$280k	-43%	2.2k	127.81	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$279k	+177%	3.4k	82.28	View chart
Enbridge Stock (ENB)	0.0	$272k	+28%	5.0k	54.21	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$272k	-4%	5.8k	47.20	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.0	$272k		6.1k	44.48	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$269k	+16%	1.6k	163.72	View chart
L3harris Technologies Stock (LHX)	0.0	$265k	+43%	911.00	290.59	View chart
Conocophillips Stock (COP)	0.0	$263k	+10%	2.5k	103.97	View chart
The Cigna Group Stock (CI)	0.0	$262k	+42%	951.00	275.68	View chart
Prologis Reit (PLD)	0.0	$262k	+100%	1.9k	135.47	View chart
At&t Stock (T)	0.0	$261k		13k	20.70	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$261k	+16%	4.7k	55.77	View chart
Ciena Corp Stock (CIEN)	0.0	$259k	+42%	527.00	490.56	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$258k	+214%	9.5k	27.19	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$257k	+156%	1.6k	165.41	View chart
Citizens Finl Group Stock (CFG)	0.0	$257k	+30%	3.7k	70.07	View chart
Northwest Nat Hldg Stock (NWN)	0.0	$253k		5.2k	49.06	View chart
Nextera Energy Stock (NEE)	0.0	$253k	+43%	2.9k	87.77	View chart
Eversource Energy Stock (ES)	0.0	$251k	+199%	3.5k	72.27	View chart
Ameriprise Finl Stock (AMP)	0.0	$251k	-33%	546.00	458.76	View chart
Neurocrine Biosciences Stock (NBIX)	0.0	$249k	+27%	1.5k	168.53	View chart
Northern Tr Corp Stock (NTRS)	0.0	$246k	+22%	1.4k	173.79	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$246k	-3%	477.00	515.23	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$245k	+10%	7.7k	31.97	View chart
Adobe Stock (ADBE)	0.0	$245k	+14%	1.2k	205.02	View chart
Howmet Aerospace Stock (HWM)	0.0	$245k	-22%	912.00	268.83	View chart
Td Synnex Corporation Stock (SNX)	0.0	$244k	+11%	912.00	267.34	View chart
Eog Res Stock (EOG)	0.0	$244k	+41%	1.9k	129.73	View chart
Automatic Data Processing Stock (ADP)	0.0	$243k	+22%	1.1k	223.88	View chart
Target Corp Stock (TGT)	0.0	$243k	+19%	1.9k	130.58	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$242k	-10%	1.1k	222.95	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$241k	+60%	984.00	245.28	View chart
Jabil Stock (JBL)	0.0	$241k	+44%	626.00	385.53	View chart
Gilead Sciences Stock (GILD)	0.0	$239k		1.9k	126.31	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$239k	+9%	2.4k	100.28	View chart
Carrier Global Corporation Stock (CARR)	0.0	$239k	+10%	3.3k	73.35	View chart
Tapestry Stock (TPR)	0.0	$238k		1.6k	146.38	View chart
Alliant Energy Corp Stock (LNT)	0.0	$238k	+3%	3.1k	76.29	View chart
Newmont Corp Stock (NEM)	0.0	$237k	-18%	2.5k	93.40	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$237k	-4%	361.00	655.12	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$236k	-20%	646.00	365.70	View chart
Prudential Finl Stock (PRU)	0.0	$236k	+123%	2.2k	107.93	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$236k	+55%	474.00	496.73	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$235k	+34%	2.2k	107.50	View chart
Hartford Insurance Group Stock (HIG)	0.0	$235k	+10%	1.8k	132.52	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$234k	+43%	2.0k	117.28	View chart
Constellation Energy Corp Stock (CEG)	0.0	$232k	-7%	936.00	248.29	View chart
Waste Connections Stock (WCN)	0.0	$230k	+1670%	1.4k	166.69	View chart
Transdigm Group Stock (TDG)	0.0	$229k	+14%	172.00	1332.04	View chart
American Tower Corp Reit (AMT)	0.0	$228k	+323%	1.4k	163.57	View chart
Ishares U.s. Tech Independence Focused Etf Etf (IETC)	0.0	$227k		2.1k	107.34	View chart
Innventure Stock (INV)	0.0	$226k		45k	5.07	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$224k	+60%	679.00	330.47	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$224k	NEW	4.6k	48.25	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$224k		546.00	409.50	View chart
Snowflake Stock (SNOW)	0.0	$223k	-10%	875.00	254.50	View chart
Nvent Elec Stock (NVT)	0.0	$223k	+36%	1.3k	169.61	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$222k		3.9k	56.37	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$221k	-10%	1.8k	121.40	View chart
Technipfmc Stock (FTI)	0.0	$221k	+7%	3.3k	66.30	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$221k	+46%	6.6k	33.29	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$220k	+64%	1.4k	158.65	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$220k	+35%	439.00	501.36	View chart
Ati Stock (ATI)	0.0	$220k	+29%	1.1k	197.10	View chart
Occidental Pete Corp Stock (OXY)	0.0	$220k	+52%	4.5k	48.57	View chart
Blackrock Muniholdings Cef (MHD)	0.0	$219k	NEW	18k	11.90	View chart
Agilent Technologies Stock (A)	0.0	$219k	+48%	1.6k	132.83	View chart
Dimensional Emerging Markets Ex China Core Equity Etf Etf (DEXC)	0.0	$219k	+124%	2.6k	82.61	View chart
Totalenergies Se Act Stock (TTE)	0.0	$218k	+24%	2.8k	77.76	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$218k	-30%	4.5k	48.18	View chart
Rbc Bearings Stock (RBC)	0.0	$216k	+60%	335.00	644.06	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$215k	-13%	2.2k	95.98	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$214k	+736%	736.00	290.62	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.0	$213k	+134%	4.2k	50.59	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$212k	-2%	484.00	437.28	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$211k	-4%	4.6k	45.70	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.0	$210k		2.7k	78.28	View chart
Sofi Technologies Stock (SOFI)	0.0	$209k	-5%	12k	17.93	View chart
HP Stock (HPQ)	0.0	$208k	+73%	9.5k	21.94	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.0	$208k	-48%	6.1k	34.13	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$207k		2.3k	90.12	View chart
Flex Ltd Ord Stock (FLEX)	0.0	$206k	+8%	1.3k	162.07	View chart
Verisign Stock (VRSN)	0.0	$205k	+106%	816.00	251.56	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$205k	-4%	927.00	221.21	View chart
Us Bancorp Stock (USB)	0.0	$205k	-15%	3.4k	60.40	View chart
Methanex Corp Stock (MEOH)	0.0	$205k	-4%	4.4k	46.15	View chart
Match Group Stock (MTCH)	0.0	$204k		5.4k	38.05	View chart
Equinix Reit (EQIX)	0.0	$204k	+78%	195.00	1043.77	View chart
Sysco Corp Stock (SYY)	0.0	$203k	+69%	2.4k	83.58	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$202k	+242%	1.1k	185.23	View chart
Honest Stock (HNST)	0.0	$201k		55k	3.66	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$175k	+2%	11k	15.88	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$120k	NEW	10k	11.74	View chart
Lloyds Banking Group Adr (LYG)	0.0	$73k	-4%	13k	5.83	View chart
Energy Vault Holdings Stock (NRGV)	0.0	$59k		13k	4.71	View chart
High Templar Technology Ltd Spon Ads Adr (HTT)	0.0	$27k		11k	2.56	View chart
Hertz Global Hldgs Inc Wt Exp 063051 Stock (HTZWW)	0.0	$15k		14k	1.09	View chart
Block Inc 0.25 11/01/2027 Convertible	0.0	$9.4k		10k	0.94	View chart
Alight Inc Com Shs Cl A Stock	0.0	$7.8k	NEW	14k	0.56	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 Q2 filed July 29, 2026
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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