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
VPLVANGUARD FTSE PACIFIC ETF
$51K
MEDPMEDPACE HLDGS INC COM
$51K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$51K
LNGCHENIERE ENERGY INC COM NEW
$50K
FSBWFS BANCORP INC COM
$50K
SFSTIFEL FINL CORP COM
$50K
LVSLAS VEGAS SANDS CORP COM
$50K
HEIHEICO CORP NEW CL A
$50K
PAYXPAYCHEX INC COM
$50K
CMACOMERICA INC COM
$50K
DSMBNY MELLON STRATEGIC MUN BD FD COM
$50K
TDYTELEDYNE TECHNOLOGIES INC COM
$50K
WCCWESCO INTL INC COM
$50K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$49K
HIIHUNTINGTON INGALLS INDS INC COM
$49K
GLGLOBE LIFE INC COM
$49K
TRGPTARGA RES CORP COM
$49K
IYJISHARES U.S. INDUSTRIALS ETF
$49K
DEEDFIRST TRUST SECURITIZED PLUS ETF
$49K
MODMODINE MFG CO COM
$49K
MLIMUELLER INDS INC COM
$49K
CCKCROWN HLDGS INC COM
$48K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$48K
ACGLARCH CAP GROUP LTD ORD
$48K
VONEVANGUARD RUSSELL 1000 ETF
$48K
BEPBROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT
$48K
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
$48K
ABNBAIRBNB INC COM CL A
$48K
AMGAFFILIATED MANAGERS GROUP INC COM
$48K
DLTRDOLLAR TREE INC COM
$48K
WSMWILLIAMS SONOMA INC COM
$48K
RNRRENAISSANCERE HLDGS LTD COM
$48K
SLBSLB LIMITED COM STK
$47K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$47K
VOXVANGUARD COMMUNICATION SERVICES ETF
$47K
STESTERIS PLC SHS USD
$47K
ELVELEVANCE HEALTH INC FORMERLY A COM
$47K
CA8ACACI INTL INC CL A
$47K
AAALCOA CORP COM
$47K
UHSUNIVERSAL HLTH SVCS INC CL B
$46K
XYLXYLEM INC COM
$46K
ROPROPER TECHNOLOGIES INC COM
$46K
AIZASSURANT INC COM
$46K
ROLROLLINS INC COM
$46K
SPMBSTATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
$46K
XYZBLOCK INC CL A
$46K
ZMZOOM COMMUNICATIONS INC CL A
$46K
CRSCARPENTER TECHNOLOGY CORP COM
$46K
KEYKEYCORP COM
$46K
JBHTHUNT J B TRANS SVCS INC COM
$45K
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$45K
VTRSVIATRIS INC COM
$45K
EVRGEVERGY INC COM
$45K
BLDTOPBUILD CORP COM
$45K
KVUEKENVUE INC COM
$45K
RBCRBC BEARINGS INC COM
$45K
NDSNNORDSON CORP COM
$44K
EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF
$44K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$44K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$44K
MTGMGIC INVT CORP WIS COM
$44K
PKGPACKAGING CORP AMER COM
$44K
LYVLIVE NATION ENTERTAINMENT INC COM
$44K
VAWVANGUARD MATERIALS ETF
$44K
IVZINVESCO LTD SHS
$44K
SUXTD SYNNEX CORPORATION COM
$44K
AYIACUITY INC COM
$44K
CPAYCORPAY INC COM SHS
$44K
CAKECHEESECAKE FACTORY INC COM
$44K
IHEISHARES U.S. PHARMACEUTICALS ETF
$43K
WATWATERS CORP COM
$43K
SNYSANOFI SA SPONSORED ADR
$43K
AALAMERICAN AIRLS GROUP INC COM
$43K
SFYSOFI SELECT 500 ETF
$43K
QQNITY ELECTRONICS INC COMMON STOCK
$43K
REGNREGENERON PHARMACEUTICALS COM
$43K
GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
$42K
ALBALBEMARLE CORP COM
$42K
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
$42K
BWXTBWX TECHNOLOGIES INC COM
$42K
BUFDFT VEST LADDERED DEEP BUFFER ETF
$42K
INGING GROEP N.V. SPONSORED ADR
$42K
NVONOVO-NORDISK A S ADR
$42K
AG8AGILENT TECHNOLOGIES INC COM
$42K
BB4AXOS FINANCIAL INC COM
$42K
RGAREINSURANCE GROUP AMER INC COM NEW
$42K
VONVVANGUARD RUSSELL 1000 VALUE ETF
$42K
SANBANCO SANTANDER SA ADR
$42K
NTRNUTRIEN LTD COM
$41K
PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF
$41K
MPLXMPLX LP COM UNIT REP LTD
$41K
RSRELIANCE INC COM
$41K
ALLEALLEGION PLC ORD SHS
$41K
ALSNALLISON TRANSMISSION HLDGS INC COM
$41K
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
$41K
CHWYCHEWY INC CL A
$41K
PDNINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF
$41K
TXRHTEXAS ROADHOUSE INC COM
$41K
SCCOSOUTHERN COPPER CORP COM
$41K
TIPISHARES TIPS BOND ETF
$41K
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