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
BCBRUNSWICK CORP COM
$23K
VTVANGUARD TOTAL WORLD STOCK ETF
$23K
CDWCDW CORP COM
$23K
PODDINSULET CORP COM
$23K
SYU1SYNOVUS FINL CORP COM NEW
$23K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$23K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$23K
QRVOQORVO INC COM
$23K
GGENPACT LIMITED SHS
$23K
GDXJVANECK JUNIOR GOLD MINERS ETF
$23K
ARWARROW ELECTRS INC COM
$22K
SMBSSCHWAB MORTGAGE-BACKED SECURITIES ETF
$22K
DTEDTE ENERGY CO COM
$22K
IBPINSTALLED BLDG PRODS INC COM
$22K
RBLXROBLOX CORP CL A
$22K
GWREGUIDEWIRE SOFTWARE INC COM
$22K
IXJISHARES GLOBAL HEALTHCARE ETF
$22K
HWCHANCOCK WHITNEY CORPORATION COM
$22K
MUBISHARES NATIONAL MUNI BOND ETF
$22K
THOTHOR INDS INC COM
$22K
ERXDIREXION DAILY ENERGY BULL 2X SHARES
$22K
CRKCOMSTOCK RES INC COM
$22K
PICKISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
$22K
MKSIMKS INC. COM
$22K
RIOTRIOT PLATFORMS INC COM
$22K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$22K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$22K
KEKIMBALL ELECTRONICS INC COM
$22K
INGRINGREDION INC COM
$22K
SPXCSPX TECHNOLOGIES INC COM
$22K
HQYHEALTHEQUITY INC COM
$22K
CADECADENCE BANK COM
$22K
GNRCGENERAC HLDGS INC COM
$22K
TMHCTAYLOR MORRISON HOME CORP COM
$22K
WTSWATTS WATER TECHNOLOGIES INC CL A
$22K
FEFIRSTENERGY CORP COM
$22K
TAPMOLSON COORS BEVERAGE CO CL B
$22K
IESCIES HOLDINGS INC COM
$22K
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF
$22K
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
$22K
FSSFEDERAL SIGNAL CORP COM
$21K
ROIVROIVANT SCIENCES LTD SHS
$21K
GATXGATX CORP COM
$21K
ROKUROKU INC COM CL A
$21K
DPZDOMINOS PIZZA INC COM
$21K
PRPERMIAN RESOURCES CORP CLASS A COM
$21K
MCYMERCURY GENL CORP NEW COM
$21K
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
$21K
ARCCARES CAPITAL CORP COM
$21K
BBIOBRIDGEBIO PHARMA INC COM
$21K
BCPCBALCHEM CORP COM
$21K
FTAIFTAI AVIATION LTD SHS
$21K
NOVNOV INC COM
$21K
JNUGDIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X SHARES
$21K
CNXCNX RES CORP COM
$21K
WCNWASTE CONNECTIONS INC COM
$21K
FLDRFIDELITY LOW DURATION BOND FACTOR ETF
$21K
RACEFERRARI N V COM
$21K
CNMCORE & MAIN INC CL A
$21K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$21K
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
$21K
CVCOCAVCO INDS INC DEL COM
$21K
IUSVISHARES CORE S&P US VALUE ETF
$21K
TTEKTETRA TECH INC NEW COM
$20K
CPACOPA HOLDINGS SA CL A
$20K
DSIISHARES ESG MSCI KLD 400 ETF
$20K
PAHUSDELEMENT SOLUTIONS INC COM
$20K
CRUSCIRRUS LOGIC INC COM
$20K
VLYVALLEY NATL BANCORP COM
$20K
URBNURBAN OUTFITTERS INC COM
$20K
BXMTBLACKSTONE MTG TR INC COM CL A
$20K
CMRCCOMMERCE.COM INC COM SER 1
$20K
BUWABIO RAD LABS INC CL A
$20K
MMSMAXIMUS INC COM
$20K
ILMNILLUMINA INC COM
$20K
ABCBAMERIS BANCORP COM
$20K
MOSMOSAIC CO NEW COM
$20K
EXPEAGLE MATLS INC COM
$20K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$20K
RMBS*RAMBUS INC DEL COM
$20K
OLNOLIN CORP COM PAR $1
$20K
FNBF N B CORP COM
$20K
HLNHALEON PLC SPON ADS
$20K
TTCTORO CO COM
$20K
AMTMAMENTUM HOLDINGS INC COM
$20K
NTRANATERA INC COM
$20K
ALCALCON AG ORD SHS
$19K
UMBFUMB FINL CORP COM
$19K
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
$19K
PRIMPRIMORIS SVCS CORP COM
$19K
PBPROSPERITY BANCSHARES INC COM
$19K
AGOASSURED GUARANTY LTD COM
$19K
AXONAXON ENTERPRISE INC COM
$19K
MATMATTEL INC COM
$19K
NPOENPRO INC COM
$19K
RYROYAL BK CDA COM
$19K
ZTSZOETIS INC CL A
$19K
PDIPIMCO DYNAMIC INCOME FD SHS
$19K
ZSZSCALER INC COM
$19K
BHFBRIGHTHOUSE FINL INC COM
$19K
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