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
NPOENPRO INC COM
$19K
ASBASSOCIATED BANC-CORP COM
$19K
CHECHEMED CORP NEW COM
$19K
GTESGATES INDL CORP PLC ORD SHS
$19K
SSBSOUTHSTATE BK CORP COM
$19K
UMBFUMB FINL CORP COM
$19K
ZSZSCALER INC COM
$19K
CHATROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
$19K
AGOASSURED GUARANTY LTD COM
$19K
BBARRICK MNG CORP COM SHS
$18K
WTRGESSENTIAL UTILS INC COM
$18K
STSENSATA TECHNOLOGIES HLDG PLC SHS
$18K
PHOINVESCO WATER RESOURCES ETF
$18K
ENQENTEGRIS INC COM
$18K
BROBROWN & BROWN INC COM
$18K
UBSIUNITED BANKSHARES INC WEST VA COM
$18K
USCIUNITED STATES COMMODITY INDEX FUND
$18K
GHCGRAHAM HLDGS CO COM CL B
$18K
ESABESAB CORPORATION COM
$18K
TPDSOMNIGROUP INTERNATIONAL INC COM
$18K
CSGPCOSTAR GROUP INC COM
$18K
AAONAAON INC COM PAR $0.004
$18K
COLBCOLUMBIA BKG SYS INC COM
$18K
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM
$18K
KIMKIMCO REALTY CORP COM
$18K
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
$18K
BBHVANECK BIOTECH ETF
$18K
ARKKARK INNOVATION ETF
$18K
KTBKONTOOR BRANDS INC COM
$18K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$18K
GPNGLOBAL PMTS INC COM
$18K
RPGINVESCO S&P 500 PURE GROWTH ETF
$18K
GOLFACUSHNET HLDGS CORP COM
$17K
AXTAAXALTA COATING SYS LTD COM
$17K
HCCWARRIOR MET COAL INC COM
$17K
GTLSCHART INDS INC COM
$17K
EBNDSPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
$17K
DRIVGLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
$17K
NEONEOGENOMICS INC COM NEW
$17K
HOMBHOME BANCSHARES INC COM
$17K
AEOAMERICAN EAGLE OUTFITTERS INC COM
$17K
MURMURPHY OIL CORP COM
$17K
MIRMIRION TECHNOLOGIES INC COM CL A
$17K
4DHDANA INC COM
$17K
GMEDGLOBUS MED INC CL A
$17K
FHIFEDERATED HERMES INC CL B
$17K
BBREJPMORGAN BETABUILDERS MSCI US REIT ETF
$17K
CHDCHURCH & DWIGHT CO INC COM
$17K
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$17K
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$17K
ON1OLD NATL BANCORP IND COM
$17K
CLXCLOROX CO DEL COM
$17K
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF
$17K
XESSTATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF
$17K
RVMDREVOLUTION MEDICINES INC COM
$16K
SPYINEOS S&P 500 HIGH INCOME ETF
$16K
IEURISHARES CORE MSCI EUROPE ETF
$16K
AWRAMER STATES WTR CO COM
$16K
WTMWHITE MTNS INS GROUP LTD COM
$16K
GHGUARDANT HEALTH INC COM
$16K
DARDARLING INGREDIENTS INC COM
$16K
AVEMAVANTIS EMERGING MARKETS EQUITY ETF
$16K
DOCSDOXIMITY INC CL A
$16K
CARTMAPLEBEAR INC COM
$16K
WWAYFAIR INC CL A
$16K
MUSAMURPHY USA INC COM
$16K
AEISADVANCED ENERGY INDS COM
$16K
PSTGPURE STORAGE INC CL A
$16K
MATXMATSON INC COM
$16K
EQIXEQUINIX INC COM
$16K
TKOTKO GROUP HOLDINGS INC CL A
$16K
ATRAPTARGROUP INC COM
$16K
CNHICNH INDL N V SHS
$16K
PSMTPRICESMART INC COM
$16K
FCNFTI CONSULTING INC COM
$16K
KEXKIRBY CORP COM
$16K
PATHUIPATH INC CL A
$16K
TNLTRAVEL PLUS LEISURE CO COM
$16K
UHAL/BU HAUL HOLDING COMPANY COM SER N
$16K
GNWGENWORTH FINL INC COM SHS
$16K
EIXEDISON INTL COM
$16K
BOOTBOOT BARN HLDGS INC COM
$16K
AWGASBURY AUTOMOTIVE GROUP INC COM
$16K
ZWSZURN ELKAY WATER SOLNS CORP COM
$16K
POSTPOST HLDGS INC COM
$16K
IBOCINTERNATIONAL BANCSHARES CORP COM
$16K
SFMSPROUTS FMRS MKT INC COM
$15K
CBSHCOMMERCE BANCSHARES INC COM
$15K
HHYATT HOTELS CORP COM CL A
$15K
ACWXISHARES MSCI ACWI EX U.S. ETF
$15K
BRLNISHARES FLOATING RATE LOAN ACTIVE ETF
$15K
TAGGT. ROWE PRICE QM U.S. BOND ETF
$15K
FEZSTATE STREET SPDR EURO STOXX 50 ETF
$15K
BUDANHEUSER BUSCH INBEV SA NV SPONSORED ADR
$15K
SMCISUPER MICRO COMPUTER INC COM NEW
$15K
SNEXSTONEX GROUP INC COM
$15K
BDCBELDEN INC COM
$15K
HEIHEICO CORP NEW COM
$15K
TTDTHE TRADE DESK INC COM CL A
$15K
PINSPINTEREST INC CL A
$15K
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