Root Financial Partners, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$2.0B

Holdings

2,431

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,431 positions)

StockValue
BABINVESCO TAXABLE MUNICIPAL BOND ETF
$32K
KAIKADANT INC COM
$32K
RIORIO TINTO PLC SPONSORED ADR
$32K
JDJD.COM INC SPON ADS CL A
$32K
BIIBBIOGEN INC COM
$32K
AUSFGLOBAL X ADAPTIVE U.S. FACTOR ETF
$32K
AFRMAFFIRM HLDGS INC COM CL A
$32K
DDOMINION ENERGY INC COM
$32K
BGBUNGE GLOBAL SA COM SHS
$32K
CSLCARLISLE COS INC COM
$31K
IRTCIRHYTHM HOLDINGS INC COM
$31K
CPNGCOUPANG INC CL A
$31K
LENLENNAR CORP CL A
$31K
ARANTERO RESOURCES CORP COM
$31K
USRTISHARES CORE U.S. REIT ETF
$31K
CRLCHARLES RIV LABS INTL INC COM
$31K
DKNGDRAFTKINGS INC NEW COM CL A
$31K
TOSTTOAST INC CL A
$31K
PCGPG&E CORP COM
$31K
PORPORTLAND GEN ELEC CO COM NEW
$31K
RRYDER SYS INC COM
$31K
RRXREGAL REXNORD CORPORATION COM
$31K
GBTCGRAYSCALE BITCOIN TRUST ETF
$31K
ACWIISHARES MSCI ACWI ETF
$30K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$30K
EQTEQT CORP COM
$30K
ZIONZIONS BANCORPORATION NATL ASSN COM
$30K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$30K
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$30K
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$30K
FCFSFIRSTCASH HOLDINGS INC COM
$30K
FQIDIGITAL RLTY TR INC COM
$30K
WPMWHEATON PRECIOUS METALS CORP COM
$30K
MTDMETTLER TOLEDO INTERNATIONAL COM
$30K
OXYOCCIDENTAL PETE CORP COM
$30K
PFSIPENNYMAC FINL SVCS INC NEW COM
$30K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$30K
AITAPPLIED INDL TECHNOLOGIES INC COM
$30K
FTVFORTIVE CORP COM
$30K
IWRISHARES RUSSELL MIDCAP ETF
$30K
MRPMILLROSE PPTYS INC COM CL A
$30K
SYLDCAMBRIA SHAREHOLDER YIELD ETF
$30K
KNSLKINSALE CAP GROUP INC COM
$30K
AKAMAKAMAI TECHNOLOGIES INC COM
$30K
VDCVANGUARD CONSUMER STAPLES ETF
$30K
STRLSTERLING INFRASTRUCTURE INC COM
$30K
PAGPENSKE AUTOMOTIVE GRP INC COM
$30K
KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A
$30K
HOLXHOLOGIC INC COM
$30K
BENFRANKLIN RESOURCES INC COM
$30K
JXNJACKSON FINANCIAL INC COM CL A
$29K
NWSANEWS CORP NEW CL A
$29K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$29K
SWKSTANLEY BLACK & DECKER INC COM
$29K
HSICHENRY SCHEIN INC COM
$29K
CRBGCOREBRIDGE FINL INC COM
$29K
MFCMANULIFE FINL CORP COM
$29K
NVRNVR INC COM
$29K
PNWPINNACLE WEST CAP CORP COM
$29K
BBAIBIGBEAR AI HLDGS INC COM
$29K
NXTNEXTPOWER INC CLASS A COM
$29K
PRIPRIMERICA INC COM
$29K
MGVVANGUARD MEGA CAP VALUE ETF
$29K
ATDATI INC COM
$29K
IPINTERNATIONAL PAPER CO COM
$28K
BALLBALL CORP COM
$28K
SEICSEI INVTS CO COM
$28K
SPGPINVESCO S&P 500 GARP ETF
$28K
GGGGRACO INC COM
$28K
ATOATMOS ENERGY CORP COM
$28K
SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$28K
NEUNEWMARKET CORP COM
$28K
SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF
$28K
PTCPTC INC COM
$28K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$28K
ARKTARK NEXT GENERATION INTERNET ETF
$28K
WSTWEST PHARMACEUTICAL SVSC INC COM
$28K
NBIXNEUROCRINE BIOSCIENCES INC COM
$28K
ONTOONTO INNOVATION INC COM
$28K
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$28K
OTISOTIS WORLDWIDE CORP COM
$28K
JKHYHENRY JACK & ASSOC INC COM
$28K
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$28K
SJMSMUCKER J M CO COM NEW
$28K
MCXMCCORMICK & CO INC COM NON VTG
$28K
CLHCLEAN HARBORS INC COM
$28K
WELLWELLTOWER INC COM
$28K
CFRCULLEN FROST BANKERS INC COM
$28K
JHGJANUS HENDERSON GROUP PLC ORD SHS
$28K
VMIVALMONT INDS INC COM
$28K
MASMASCO CORP COM
$27K
FTGSFIRST TRUST GROWTH STRENGTH ETF
$27K
BOKFBOK FINL CORP COM NEW
$27K
SNDKSANDISK CORP COM
$27K
AVSCAVANTIS U.S SMALL CAP EQUITY ETF
$27K
HNMORMAT TECHNOLOGIES INC COM
$27K
AWIARMSTRONG WORLD INDS INC NEW COM
$27K
PGYPAGAYA TECHNOLOGIES LTD CL A NEW
$27K
JEFJEFFERIES FINANCIAL GROUP INC COM
$27K
8CWCROWN CASTLE INC COM
$27K
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