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
ACMAECOM COM
$27K
8CWCROWN CASTLE INC COM
$27K
SNDKSANDISK CORP COM
$27K
LNCLINCOLN NATL CORP IND COM
$27K
MASMASCO CORP COM
$27K
AWIARMSTRONG WORLD INDS INC NEW COM
$27K
APPFAPPFOLIO INC COM CL A
$27K
AVSCAVANTIS U.S SMALL CAP EQUITY ETF
$27K
HNMORMAT TECHNOLOGIES INC COM
$27K
ZBHZIMMER BIOMET HOLDINGS INC COM
$27K
ONON SEMICONDUCTOR CORP COM
$27K
RDNRADIAN GROUP INC COM
$27K
FDO.FMACYS INC COM
$26K
AMANTERO MIDSTREAM CORP COM
$26K
ESNTESSENT GROUP LTD COM
$26K
UGIUGI CORP NEW COM
$26K
DOXAMDOCS LTD SHS
$26K
GWXSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF
$26K
BITWBITWISE 10 CRYPTO INDEX ETF
$26K
DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
$26K
ESEESCO TECHNOLOGIES INC COM
$26K
NYTNEW YORK TIMES CO MTN BE CL A
$26K
FFIVF5 INC COM
$26K
VOYAVOYA FINANCIAL INC COM
$26K
NBISNEBIUS GROUP N.V. SHS CLASS A
$26K
VRSNVERISIGN INC COM
$26K
CRCRANE COMPANY COMMON STOCK
$26K
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
$26K
AVTAVNET INC COM
$26K
IDIINTERDIGITAL INC COM
$26K
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$26K
BLDRBUILDERS FIRSTSOURCE INC COM
$26K
DBDEUTSCHE BANK A G NAMEN AKT
$26K
ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
$26K
HLIHOULIHAN LOKEY INC CL A
$26K
RRCRANGE RES CORP COM
$25K
CELHCELSIUS HLDGS INC COM NEW
$25K
TMSLT. ROWE PRICE SMALL-MID CAP ETF
$25K
EXLSEXLSERVICE HOLDINGS INC COM
$25K
OVVOVINTIV INC COM
$25K
JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
$25K
OZKBANK OZK LITTLE ROCK ARK COM
$25K
OKEONEOK INC NEW COM
$25K
TMTOYOTA MOTOR CORP ADS
$25K
EQHEQUITABLE HLDGS INC COM
$25K
THGHANOVER INS GROUP INC COM
$25K
IMOIMPERIAL OIL LTD COM NEW
$25K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$25K
FRDMFREEDOM 100 EMERGING MARKETS ETF
$25K
QBTSD-WAVE QUANTUM INC COM
$25K
CMSCMS ENERGY CORP COM
$25K
LFUSLITTELFUSE INC COM
$25K
LEALEAR CORP COM NEW
$25K
ZZILLOW GROUP INC CL C CAP STK
$25K
EXPIEXP WORLD HLDGS INC COM
$25K
MHKMOHAWK INDS INC COM
$25K
COOCOOPER COS INC COM
$25K
AGCOAGCO CORP COM
$25K
ACIALBERTSONS COS INC COMMON STOCK
$25K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$25K
OKTAOKTA INC CL A
$25K
HALOHALOZYME THERAPEUTICS INC COM
$25K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$24K
EELVINVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF
$24K
DINOHF SINCLAIR CORP COM
$24K
WMSADVANCED DRAIN SYS INC DEL COM
$24K
PKNREVVITY INC COM
$24K
FBNDFIDELITY TOTAL BOND ETF
$24K
PSTLPOSTAL REALTY TRUST INC CL A
$24K
SCECSTERLING CAPITAL ENHANCED CORE BOND ETF
$24K
CPRTCOPART INC COM
$24K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$24K
TRUTRANSUNION COM
$24K
ALNYALNYLAM PHARMACEUTICALS INC COM
$24K
RPMRPM INTL INC COM
$24K
MOG/AMOOG INC CL A
$24K
JPXAEROVIRONMENT INC COM
$24K
IXCISHARES GLOBAL ENERGY ETF
$24K
DKSDICKS SPORTING GOODS INC COM
$24K
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
$24K
ARMKARAMARK COM
$24K
CRCCANADIAN NAT RES LTD COM
$24K
CPCANADIAN PACIFIC KANSAS CITY COM
$24K
ADTADT INC DEL COM
$23K
GDXJVANECK JUNIOR GOLD MINERS ETF
$23K
CDECOEUR MNG INC COM NEW
$23K
XBMEXBLACKROCK HEALTH SCIENCES TR COM
$23K
MIDDMIDDLEBY CORP COM
$23K
PEGAPEGASYSTEMS INC COM
$23K
LAURLAUREATE EDUCATION INC COMMON STOCK
$23K
BCBRUNSWICK CORP COM
$23K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$23K
DDSDILLARDS INC CL A
$23K
IEXIDEX CORP COM
$23K
VTVANGUARD TOTAL WORLD STOCK ETF
$23K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$23K
PODDINSULET CORP COM
$23K
EXASEXACT SCIENCES CORP COM
$23K
TKRTIMKEN CO COM
$23K
DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
$23K
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