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)
| Stock | Value |
|---|---|
VSTVISTRA CORP COM | $91K |
FETHFIDELITY ETHEREUM FUND ETF | $91K |
ULTAULTA BEAUTY INC COM | $90K |
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $89K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $89K |
SCHMSCHWAB U.S. MID-CAP ETF | $88K |
BPBP PLC SPONSORED ADR | $88K |
NOWSERVICENOW INC COM | $88K |
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $88K |
PTNQPACER TRENDPILOT 100 ETF | $88K |
JBLJABIL INC COM | $88K |
ILCVISHARES MORNINGSTAR VALUE ETF | $88K |
MKLMARKEL GROUP INC COM | $88K |
APOAPOLLO GLOBAL MGMT INC COM | $87K |
SLVISHARES SILVER TRUST | $87K |
NDAQNASDAQ INC COM | $87K |
MRVLMARVELL TECHNOLOGY INC COM | $87K |
DEHPDIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $86K |
SONYSONY GROUP CORP SPONSORED ADR | $86K |
AKREAKRE FOCUS ETF | $86K |
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF | $86K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $85K |
VEEVVEEVA SYS INC CL A COM | $85K |
UNMUNUM GROUP COM | $85K |
SCHZSCHWAB US AGGREGATE BOND ETF | $84K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $84K |
COHRCOHERENT CORP COM | $84K |
GWWWW GRAINGER INC COM | $84K |
EXPEEXPEDIA GROUP INC COM NEW | $83K |
CFGCITIZENS FINL GROUP INC COM | $83K |
VMCVULCAN MATLS CO COM | $83K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $83K |
IVZINVESCO S&P MIDCAP 400 GARP ETF | $82K |
ITTITT INC COM | $82K |
DEXCDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | $82K |
WBDWARNER BROS DISCOVERY INC COM SER A | $82K |
YUMYUM BRANDS INC COM | $82K |
IRINGERSOLL RAND INC COM | $82K |
MMITNYLI MACKAY MUNI INTERMEDIATE ETF | $82K |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $80K |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $79K |
CASYCASEYS GEN STORES INC COM | $79K |
BKRBAKER HUGHES COMPANY CL A | $79K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $79K |
SCHPSCHWAB US TIPS ETF | $79K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $79K |
SCMBSCHWAB MUNICIPAL BOND ETF | $79K |
EFGISHARES MSCI EAFE GROWTH ETF | $78K |
MBBISHARES MBS ETF | $78K |
FOXAFOX CORP CL A COM | $77K |
DASHDOORDASH INC CL A | $77K |
FASTFASTENAL CO COM | $77K |
IVEISHARES S&P 500 VALUE ETF | $77K |
NETCLOUDFLARE INC CL A COM | $77K |
ROKROCKWELL AUTOMATION INC COM | $77K |
SHESTATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $77K |
CBRECBRE GROUP INC CL A | $77K |
FISVFISERV INC COM | $77K |
FSLRFIRST SOLAR INC COM | $76K |
GPCGENUINE PARTS CO COM | $76K |
7HPHP INC COM | $76K |
MTBM & T BK CORP COM | $76K |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $76K |
IYFISHARES U.S. FINANCIALS ETF | $76K |
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $76K |
VDEVANGUARD ENERGY ETF | $75K |
TWLOTWILIO INC CL A | $75K |
BHPBHP GROUP LTD SPONSORED ADS | $75K |
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $75K |
PEOEXELON CORP COM | $74K |
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $74K |
DBNDDOUBLELINE OPPORTUNISTIC CORE BOND ETF | $74K |
DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $74K |
DUKDUKE ENERGY CORP NEW COM NEW | $74K |
CLCOLGATE PALMOLIVE CO COM | $74K |
AEPAMERICAN ELEC PWR CO INC COM | $73K |
GENGEN DIGITAL INC COM | $73K |
LITGLOBAL X LITHIUM & BATTERY TECH ETF | $73K |
CPRICAPRI HOLDINGS LIMITED SHS | $73K |
NINISOURCE INC COM | $72K |
SRESEMPRA COM | $72K |
STTSTATE STR CORP COM | $72K |
KMBKIMBERLY-CLARK CORP COM | $72K |
MARMARRIOTT INTL INC NEW CL A | $72K |
PULSPGIM ULTRA SHORT BOND ETF | $71K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $71K |
CWCURTISS WRIGHT CORP COM | $71K |
STLDSTEEL DYNAMICS INC COM | $71K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $71K |
NUENUCOR CORP COM | $71K |
AJGGALLAGHER ARTHUR J & CO COM | $71K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $70K |
AIGAMERICAN INTL GROUP INC COM NEW | $70K |
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW | $70K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $70K |
EVREVERCORE PARTNERS INC CLASS A | $69K |
DGXQUEST DIAGNOSTICS INC COM | $69K |
SYYSYSCO CORP COM | $69K |
CAGCONAGRA BRANDS INC COM | $69K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $68K |