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
TPLTEXAS PACIFIC LAND CORPORATION COM
$122K
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
$121K
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$121K
HLTHILTON WORLDWIDE HLDGS INC COM
$121K
VRTXVERTEX PHARMACEUTICALS INC COM
$121K
OMCOMNICOM GROUP INC COM
$120K
GLWCORNING INC COM
$120K
URIUNITED RENTALS INC COM
$120K
PXHINVESCO RAFI EMERGING MARKETS ETF
$119K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$118K
JJACOBS SOLUTIONS INC COM
$118K
EFVISHARES MSCI EAFE VALUE ETF
$118K
KRKROGER CO COM
$118K
IWOISHARES RUSSELL 2000 GROWTH ETF
$118K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$118K
GDXVANECK GOLD MINERS ETF
$117K
ACNACCENTURE PLC IRELAND SHS CLASS A
$116K
MLB1MERCADOLIBRE INC COM
$116K
EDCONSOLIDATED EDISON INC COM
$116K
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
$115K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$115K
ARMARM HOLDINGS PLC SPONSORED ADS
$115K
CAHCARDINAL HEALTH INC COM
$114K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$113K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$112K
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
$112K
PGRPROGRESSIVE CORP COM
$112K
ETRENTERGY CORP NEW COM
$111K
MCOMOODYS CORP COM
$111K
TFCTRUIST FINL CORP COM
$111K
CINFCINCINNATI FINL CORP COM
$111K
SYFSYNCHRONY FINANCIAL COM
$111K
EBAEBAY INC. COM
$111K
AONAON PLC SHS CL A
$110K
SMHVANECK SEMICONDUCTOR ETF
$110K
SHWSHERWIN WILLIAMS CO COM
$109K
BCSBARCLAYS PLC ADR
$109K
LHXL3HARRIS TECHNOLOGIES INC COM
$108K
IPKWINVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF
$108K
UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF
$106K
MDTMEDTRONIC PLC SHS
$106K
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
$106K
XELXCEL ENERGY INC COM
$106K
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$105K
APDAIR PRODUCTS AND CHEMICALS INC COM
$105K
MIGASTRATEGY INC CL A NEW
$105K
ISIIONIS PHARMACEUTICALS INC COM
$105K
VRTVERTIV HOLDINGS CO COM CL A
$105K
VRSKVERISK ANALYTICS INC COM
$104K
ALLYALLY FINL INC COM
$104K
BXBLACKSTONE INC COM
$104K
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$104K
IXNISHARES GLOBAL TECH ETF
$104K
XLGINVESCO S&P 500 TOP 50 ETF
$104K
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
$104K
WSOWATSCO INC COM
$103K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$103K
NRGVENERGY VAULT HOLDINGS INC COM
$103K
ADSKAUTODESK INC COM
$102K
VGKVANGUARD FTSE EUROPE ETF
$102K
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$102K
ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
$102K
EOGEOG RES INC COM
$101K
BDXBECTON DICKINSON & CO COM
$100K
IRMIRON MTN INC DEL COM
$100K
TTTRANE TECHNOLOGIES PLC SHS
$100K
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF
$99K
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF
$99K
MRSHMARSH & MCLENNAN COS INC COM
$99K
CMGCHIPOTLE MEXICAN GRILL INC COM
$98K
TDTORONTO DOMINION BK ONT COM NEW
$98K
NTRSNORTHERN TR CORP COM
$98K
NACPTIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF
$97K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$97K
IVWISHARES S&P 500 GROWTH ETF
$97K
SUSUNCOR ENERGY INC NEW COM
$97K
JBNDJPMORGAN ACTIVE BOND ETF
$95K
KLMNINVESCO S&P 500 MOMENTUM ETF
$95K
CMECME GROUP INC COM
$95K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$95K
IYGISHARES US FINANCIAL SERVICES ETF
$95K
EMEEMCOR GROUP INC COM
$95K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$94K
NXPINXP SEMICONDUCTORS N V COM
$94K
TELTE CONNECTIVITY PLC ORD SHS
$94K
CARRCARRIER GLOBAL CORPORATION COM
$94K
HSYHERSHEY CO COM
$94K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$94K
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
$94K
FIXCOMFORT SYS USA INC COM
$94K
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
$93K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$93K
CYTKCYTOKINETICS INC COM NEW
$92K
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$92K
IDXXIDEXX LABS INC COM
$92K
KMIKINDER MORGAN INC DEL COM
$92K
KKRKKR & CO INC COM
$92K
FETHFIDELITY ETHEREUM FUND ETF
$91K
DC4DEXCOM INC COM
$91K
VSTVISTRA CORP COM
$91K
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