Root Financial Partners, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$2.0T
Holdings
2,431
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,431 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1001 | LNCLINCOLN NATL CORP IND COM | 615 | $27.0M | 0.00% | |
| 1002 | CNPCENTERPOINT ENERGY INC COM | 705 | $27.0M | 0.00% | |
| 1003 | AMCRAMCOR PLC COM NEW | 3,265 | $27.0M | 0.00% | |
| 1004 | AVSCAVANTIS U.S SMALL CAP EQUITY ETF | 470 | $27.0M | 0.00% | |
| 1005 | ZBHZIMMER BIOMET HOLDINGS INC COM | 306 | $27.0M | 0.00% | |
| 1006 | IWYISHARES RUSSELL TOP 200 GROWTH ETF | 98 | $27.0M | 0.00% | |
| 1007 | FTGSFIRST TRUST GROWTH STRENGTH ETF | 767 | $27.0M | 0.00% | |
| 1008 | HNMORMAT TECHNOLOGIES INC COM | 252 | $27.0M | 0.00% | |
| 1009 | BOKFBOK FINL CORP COM NEW | 235 | $27.0M | 0.00% | |
| 1010 | SNDKSANDISK CORP COM | 114 | $27.0M | 0.00% | |
| 1011 | MASMASCO CORP COM | 426 | $27.0M | 0.00% | |
| 1012 | ONON SEMICONDUCTOR CORP COM | 503 | $27.0M | 0.00% | |
| 1013 | ESEESCO TECHNOLOGIES INC COM | 135 | $26.0M | 0.00% | |
| 1014 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 1,141 | $26.0M | 0.00% | |
| 1015 | FDO.FMACYS INC COM | 1,188 | $26.0M | 0.00% | |
| 1016 | CRCRANE COMPANY COMMON STOCK | 143 | $26.0M | 0.00% | |
| 1017 | NBISNEBIUS GROUP N.V. SHS CLASS A | 315 | $26.0M | 0.00% | |
| 1018 | NYTNEW YORK TIMES CO MTN BE CL A | 380 | $26.0M | 0.00% | |
| 1019 | BLDRBUILDERS FIRSTSOURCE INC COM | 259 | $26.0M | 0.00% | |
| 1020 | AVTAVNET INC COM | 547 | $26.0M | 0.00% | |
| 1021 | DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 484 | $26.0M | 0.00% | |
| 1022 | SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | 620 | $26.0M | 0.00% | |
| 1023 | DOXAMDOCS LTD SHS | 332 | $26.0M | 0.00% | |
| 1024 | DBDEUTSCHE BANK A G NAMEN AKT | 692 | $26.0M | 0.00% | |
| 1025 | IDIINTERDIGITAL INC COM | 84 | $26.0M | 0.00% | |
| 1026 | ESNTESSENT GROUP LTD COM | 415 | $26.0M | 0.00% | |
| 1027 | AMANTERO MIDSTREAM CORP COM | 1,477 | $26.0M | 0.00% | |
| 1028 | VRSNVERISIGN INC COM | 109 | $26.0M | 0.00% | |
| 1029 | VOYAVOYA FINANCIAL INC COM | 359 | $26.0M | 0.00% | |
| 1030 | UGIUGI CORP NEW COM | 708 | $26.0M | 0.00% | |
| 1031 | HLIHOULIHAN LOKEY INC CL A | 152 | $26.0M | 0.00% | |
| 1032 | GWXSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | 659 | $26.0M | 0.00% | |
| 1033 | BITWBITWISE 10 CRYPTO INDEX ETF | 448 | $26.0M | 0.00% | |
| 1034 | ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | 520 | $26.0M | 0.00% | |
| 1035 | FFIVF5 INC COM | 105 | $26.0M | 0.00% | |
| 1036 | EXLSEXLSERVICE HOLDINGS INC COM | 601 | $25.0M | 0.00% | |
| 1037 | FRDMFREEDOM 100 EMERGING MARKETS ETF | 499 | $25.0M | 0.00% | |
| 1038 | OKTAOKTA INC CL A | 296 | $25.0M | 0.00% | |
| 1039 | JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 559 | $25.0M | 0.00% | |
| 1040 | OZKBANK OZK LITTLE ROCK ARK COM | 551 | $25.0M | 0.00% | |
| 1041 | TMSLT. ROWE PRICE SMALL-MID CAP ETF | 697 | $25.0M | 0.00% | |
| 1042 | HALOHALOZYME THERAPEUTICS INC COM | 378 | $25.0M | 0.00% | |
| 1043 | LEALEAR CORP COM NEW | 220 | $25.0M | 0.00% | |
| 1044 | QBTSD-WAVE QUANTUM INC COM | 976 | $25.0M | 0.00% | |
| 1045 | OVVOVINTIV INC COM | 641 | $25.0M | 0.00% | |
| 1046 | TMTOYOTA MOTOR CORP ADS | 121 | $25.0M | 0.00% | |
| 1047 | AGCOAGCO CORP COM | 248 | $25.0M | 0.00% | |
| 1048 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 400 | $25.0M | 0.00% | |
| 1049 | THGHANOVER INS GROUP INC COM | 140 | $25.0M | 0.00% | |
| 1050 | IMOIMPERIAL OIL LTD COM NEW | 293 | $25.0M | 0.00% | |
| 1051 | COOCOOPER COS INC COM | 317 | $25.0M | 0.00% | |
| 1052 | OKEONEOK INC NEW COM | 347 | $25.0M | 0.00% | |
| 1053 | ZZILLOW GROUP INC CL C CAP STK | 373 | $25.0M | 0.00% | |
| 1054 | VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | 339 | $25.0M | 0.00% | |
| 1055 | MHKMOHAWK INDS INC COM | 237 | $25.0M | 0.00% | |
| 1056 | EQHEQUITABLE HLDGS INC COM | 541 | $25.0M | 0.00% | |
| 1057 | CELHCELSIUS HLDGS INC COM NEW | 564 | $25.0M | 0.00% | |
| 1058 | CMSCMS ENERGY CORP COM | 358 | $25.0M | 0.00% | |
| 1059 | RRCRANGE RES CORP COM | 730 | $25.0M | 0.00% | |
| 1060 | ACIALBERTSONS COS INC COMMON STOCK | 1,460 | $25.0M | 0.00% | |
| 1061 | EXPIEXP WORLD HLDGS INC COM | 2,809 | $25.0M | 0.00% | |
| 1062 | LFUSLITTELFUSE INC COM | 100 | $25.0M | 0.00% | |
| 1063 | IXCISHARES GLOBAL ENERGY ETF | 579 | $24.0M | 0.00% | |
| 1064 | MOG/AMOOG INC CL A | 102 | $24.0M | 0.00% | |
| 1065 | PSTLPOSTAL REALTY TRUST INC CL A | 1,500 | $24.0M | 0.00% | |
| 1066 | PKNREVVITY INC COM | 249 | $24.0M | 0.00% | |
| 1067 | JPXAEROVIRONMENT INC COM | 101 | $24.0M | 0.00% | |
| 1068 | DKSDICKS SPORTING GOODS INC COM | 126 | $24.0M | 0.00% | |
| 1069 | EELVINVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | 877 | $24.0M | 0.00% | |
| 1070 | NGGNATIONAL GRID PLC SPONSORED ADR NE | 318 | $24.0M | 0.00% | |
| 1071 | SCECSTERLING CAPITAL ENHANCED CORE BOND ETF | 948 | $24.0M | 0.00% | |
| 1072 | ALNYALNYLAM PHARMACEUTICALS INC COM | 62 | $24.0M | 0.00% | |
| 1073 | FBNDFIDELITY TOTAL BOND ETF | 537 | $24.0M | 0.00% | |
| 1074 | TRUTRANSUNION COM | 286 | $24.0M | 0.00% | |
| 1075 | RPMRPM INTL INC COM | 238 | $24.0M | 0.00% | |
| 1076 | DINOHF SINCLAIR CORP COM | 536 | $24.0M | 0.00% | |
| 1077 | CPCANADIAN PACIFIC KANSAS CITY COM | 330 | $24.0M | 0.00% | |
| 1078 | ARMKARAMARK COM | 667 | $24.0M | 0.00% | |
| 1079 | IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF | 508 | $24.0M | 0.00% | |
| 1080 | CPRTCOPART INC COM | 637 | $24.0M | 0.00% | |
| 1081 | WMSADVANCED DRAIN SYS INC DEL COM | 170 | $24.0M | 0.00% | |
| 1082 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 239 | $24.0M | 0.00% | |
| 1083 | CRCCANADIAN NAT RES LTD COM | 737 | $24.0M | 0.00% | |
| 1084 | MCHPMICROCHIP TECHNOLOGY INC. COM | 363 | $23.0M | 0.00% | |
| 1085 | DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 292 | $23.0M | 0.00% | |
| 1086 | BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 451 | $23.0M | 0.00% | |
| 1087 | XBMEXBLACKROCK HEALTH SCIENCES TR COM | 580 | $23.0M | 0.00% | |
| 1088 | CDWCDW CORP COM | 170 | $23.0M | 0.00% | |
| 1089 | IEXIDEX CORP COM | 132 | $23.0M | 0.00% | |
| 1090 | TKRTIMKEN CO COM | 275 | $23.0M | 0.00% | |
| 1091 | DDSDILLARDS INC CL A | 39 | $23.0M | 0.00% | |
| 1092 | PEGAPEGASYSTEMS INC COM | 395 | $23.0M | 0.00% | |
| 1093 | CDECOEUR MNG INC COM NEW | 1,293 | $23.0M | 0.00% | |
| 1094 | HUMHUMANA INC COM | 92 | $23.0M | 0.00% | |
| 1095 | GDXJVANECK JUNIOR GOLD MINERS ETF | 209 | $23.0M | 0.00% | |
| 1096 | EXASEXACT SCIENCES CORP COM | 229 | $23.0M | 0.00% | |
| 1097 | LAURLAUREATE EDUCATION INC COMMON STOCK | 687 | $23.0M | 0.00% | |
| 1098 | MIDDMIDDLEBY CORP COM | 159 | $23.0M | 0.00% | |
| 1099 | BCBRUNSWICK CORP COM | 317 | $23.0M | 0.00% | |
| 1100 | APAAPA CORPORATION COM | 969 | $23.0M | 0.00% |