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
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
$40K
PZTINVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF
$40K
ANAUTONATION INC COM
$40K
XPOXPO INC COM
$40K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$40K
MTCHMATCH GROUP INC NEW COM
$40K
NYFISHARES NEW YORK MUNI BOND ETF
$40K
WWDWOODWARD INC COM
$40K
CIIBLACKROCK ENHANCED LARGE CAP C COM
$40K
IGMISHARES EXPANDED TECH SECTOR ETF
$40K
BITBBITWISE BITCOIN ETF TRUST
$39K
DTMDT MIDSTREAM INC COMMON STOCK
$39K
ELANELANCO ANIMAL HEALTH INC COM
$39K
COKECOCA COLA CONS INC COM
$39K
MAINMAIN STR CAP CORP COM
$39K
APGAPI GROUP CORP COM STK
$39K
ENSGENSIGN GROUP INC COM
$39K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$39K
GPIGROUP 1 AUTOMOTIVE INC COM
$39K
VGSHVANGUARD SHORT-TERM TREASURY ETF
$38K
SNOWSNOWFLAKE INC COM SHS
$38K
HLHECLA MNG CO COM
$38K
PDPINVESCO DORSEY WRIGHT MOMENTUM ETF
$38K
LECOLINCOLN ELEC HLDGS INC COM
$38K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$38K
XSDSTATE STREET SPDR S&P SEMICONDUCTOR ETF
$38K
CFCF INDUSTRIES HOLD COM
$38K
HUBSHUBSPOT INC COM
$38K
OSKOSHKOSH CORP COM
$38K
FISFIDELITY NATL INFORMATION SVCS COM
$38K
INCYINCYTE CORP COM
$38K
GAPGAP INC COM
$37K
AZOAUTOZONE INC COM
$37K
DYDYCOM INDS INC COM
$37K
AFGAMERICAN FINANCIAL GROUP INC COM
$37K
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$37K
TROWPRICE T ROWE GROUP INC COM
$37K
HTTHIGH TEMPLAR TECHNOLOGY LTD SPON ADS
$37K
FT2FIRST HORIZON CORPORATION COM
$37K
FLCBFRANKLIN U.S CORE BOND ETF
$37K
OMFONEMAIN HLDGS INC COM
$36K
MDBMONGODB INC CL A
$36K
AXSAXIS CAP HLDGS LTD SHS
$36K
AQLTISHARES U.S. TREASURY BOND ETF
$36K
AMKRAMKOR TECHNOLOGY INC COM
$36K
ESEVERSOURCE ENERGY COM
$36K
INTFISHARES INTERNATIONAL EQUITY FACTOR ETF
$36K
PFGCPERFORMANCE FOOD GROUP CO COM
$36K
VHTVANGUARD HEALTH CARE ETF
$36K
BBYBEST BUY INC COM
$36K
HTZWWHERTZ GLOBAL HLDGS INC WT EXP 063051
$36K
PPGPPG INDS INC COM
$36K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$36K
ENSENERSYS COM
$35K
SCISERVICE CORP INTL COM
$35K
LADLITHIA MTRS INC COM
$35K
CGCARLYLE GROUP INC COM
$35K
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
$35K
TRMBTRIMBLE INC COM
$35K
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
$35K
BURLBURLINGTON STORES INC COM
$35K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$35K
AVYAVERY DENNISON CORP COM
$35K
JAZZJAZZ PHARMACEUTICALS PLC SHS USD
$35K
CMCCOMMERCIAL METALS CO COM
$35K
ALVAUTOLIV INC COM
$34K
FIVEFIVE BELOW INC COM
$34K
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$34K
SANMSANMINA CORP COM
$34K
JCPBJPMORGAN CORE PLUS BOND ETF
$34K
RQICOHEN & STEERS QUALITY INCOME COM
$34K
WBSWEBSTER FINL CORP COM
$34K
BATTAMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF
$34K
NVTNVENT ELECTRIC PLC SHS
$34K
EX9EXELIXIS INC COM
$34K
RMERESMED INC COM
$34K
TSNTYSON FOODS INC CL A
$34K
BJBJS WHSL CLUB HLDGS INC COM
$34K
AOKISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
$34K
SNSHARKNINJA INC COM SHS
$34K
WF2WINTRUST FINL CORP COM
$34K
APTVAPTIV PLC COM SHS
$33K
UUNITY SOFTWARE INC COM
$33K
FOXFOX CORP CL B COM
$33K
KHCKRAFT HEINZ CO COM
$33K
EHCENCOMPASS HEALTH CORP COM
$33K
VLTOVERALTO CORP COM SHS
$33K
DVNDEVON ENERGY CORP NEW COM
$33K
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$33K
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
$33K
FLSFLOWSERVE CORP COM
$33K
BWABORGWARNER INC COM
$33K
GVAGRANITE CONSTR INC COM
$33K
TYLTYLER TECHNOLOGIES INC COM
$33K
VFVAVANGUARD U.S. VALUE FACTOR ETF
$33K
BGBUNGE GLOBAL SA COM SHS
$32K
MSCIMSCI INC COM
$32K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$32K
JDJD.COM INC SPON ADS CL A
$32K
BABINVESCO TAXABLE MUNICIPAL BOND ETF
$32K
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