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 |
|---|---|
WABWABTEC COM | $68K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $68K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $68K |
ORLYOREILLY AUTOMOTIVE INC COM | $68K |
TSCOTRACTOR SUPPLY CO COM | $67K |
UTHUNITED THERAPEUTICS CORP DEL COM | $67K |
ADMARCHER DANIELS MIDLAND CO COM | $66K |
IQVIQVIA HLDGS INC COM | $66K |
HBANHUNTINGTON BANCSHARES INC COM | $65K |
JOYTJPMORGAN EQUITY FOCUS ETF | $65K |
DDOGDATADOG INC CL A COM | $65K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $65K |
LHLABCORP HOLDINGS INC COM SHS | $65K |
FICOFAIR ISAAC CORP COM | $65K |
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $64K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $64K |
DHID R HORTON INC COM | $64K |
WECWEC ENERGY GROUP INC COM | $64K |
FTITECHNIPFMC PLC COM | $64K |
USFDUS FOODS HLDG CORP COM | $63K |
SPGSIMON PPTY GROUP INC NEW COM | $63K |
MLMMARTIN MARIETTA MATLS INC COM | $63K |
EWEDWARDS LIFESCIENCES CORP COM | $63K |
MMTMSTATE STREET SPDR S&P 1500 MOMENTUM TILT ETF | $63K |
DGRSWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $62K |
GRMNGARMIN LTD SHS | $62K |
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | $62K |
ORIOLD REP INTL CORP COM | $62K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $62K |
CDNSCADENCE DESIGN SYSTEM INC COM | $62K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $62K |
NANRSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $62K |
IONQIONQ INC COM | $62K |
UANCVR PARTNERS LP COM | $61K |
EXEEXPAND ENERGY CORPORATION COM | $61K |
RSKDRISKIFIED LTD SHS CL A | $61K |
RLRALPH LAUREN CORP CL A | $61K |
SGOLABRDN PHYSICAL GOLD SHARES ETF | $61K |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $61K |
CTRACOTERRA ENERGY INC COM | $61K |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $61K |
AWCAMERICAN WTR WKS CO INC NEW COM | $61K |
VGLTVANGUARD LONG-TERM TREASURY ETF | $60K |
TOUST. ROWE PRICE INTERNATIONAL EQUITY ETF | $60K |
LLOEWS CORP COM | $60K |
DRIDARDEN RESTAURANTS INC COM | $60K |
NRANRG ENERGY INC COM NEW | $60K |
EXPDEXPEDITORS INTL WASH INC COM | $59K |
NTAPNETAPP INC COM | $59K |
JLLJONES LANG LASALLE INC COM | $58K |
STAGSTAG INDUSTRIAL INC COM | $58K |
CBOECBOE GLOBAL MKTS INC COM | $58K |
TERTERADYNE INC COM | $58K |
JAVAJPMORGAN ACTIVE VALUE ETF | $57K |
FAFFIRST AMERN FINL CORP COM | $57K |
RWLINVESCO S&P 500 REVENUE ETF | $57K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $57K |
TGRTT. ROWE PRICE GROWTH ETF | $56K |
CVNACARVANA CO CL A | $56K |
AWMSKYWORKS SOLUTIONS INC COM | $56K |
AMEAMETEK INC COM | $56K |
JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $56K |
PHMPULTE GROUP INC COM | $55K |
EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $55K |
EFXEQUIFAX INC COM | $55K |
DOVDOVER CORP COM | $55K |
WRBBERKLEY W R CORP COM | $55K |
LAMRLAMAR ADVERTISING CO CL A | $55K |
IWNISHARES RUSSELL 2000 VALUE ETF | $54K |
TXTTEXTRON INC COM | $54K |
DYHTARGET CORP COM | $54K |
FANGDIAMONDBACK ENERGY INC COM | $54K |
APLDAPPLIED DIGITAL CORP COM NEW | $54K |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $54K |
TVALT. ROWE PRICE VALUE ETF | $54K |
AEEAMEREN CORP COM | $54K |
SNPSSYNOPSYS INC COM | $54K |
DGDOLLAR GEN CORP NEW COM | $53K |
GISGENERAL MILLS INC COM | $53K |
HAUZDBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | $53K |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $53K |
FLEXFLEX LTD ORD | $53K |
KDPKEURIG DR PEPPER INC COM | $53K |
THCTENET HEALTHCARE CORP COM NEW | $53K |
MTZMASTEC INC COM | $53K |
PNRPENTAIR PLC SHS | $52K |
CYBRCYBERARK SOFTWARE LTD SHS | $52K |
DDDUPONT DE NEMOURS INC COM | $52K |
RJFRAYMOND JAMES FINL INC COM | $52K |
MPWRMONOLITHIC PWR SYS INC COM | $52K |
TOLTOLL BROTHERS INC COM | $52K |
COINCOINBASE GLOBAL INC COM CL A | $52K |
ICLOINVESCO AAA CLO FLOATING RATE NOTE ETF | $52K |
HASHASBRO INC COM | $52K |
EWBCEAST WEST BANCORP INC COM | $52K |
PPLPPL CORP COM | $52K |
VPLVANGUARD FTSE PACIFIC ETF | $51K |
HUBBHUBBELL INC COM | $51K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $51K |
HALHALLIBURTON CO COM | $51K |