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
BDCBELDEN INC COM
$15K
TAGGT. ROWE PRICE QM U.S. BOND ETF
$15K
SFMSPROUTS FMRS MKT INC COM
$15K
FEZSTATE STREET SPDR EURO STOXX 50 ETF
$15K
FLRGFIDELITY U.S. MULTIFACTOR ETF
$15K
PATKPATRICK INDS INC COM
$15K
UFPIUFP INDUSTRIES INC COM
$15K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$15K
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$15K
LKQ1LKQ CORP COM
$15K
SNEXSTONEX GROUP INC COM
$15K
BRLNISHARES FLOATING RATE LOAN ACTIVE ETF
$15K
NIJNELNET INC CL A
$15K
TCBITEXAS CAP BANCSHARES INC COM
$15K
BUDANHEUSER BUSCH INBEV SA NV SPONSORED ADR
$15K
IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
$14K
DUOLDUOLINGO INC CL A COM
$14K
VFCV F CORP COM
$14K
PSNPARSONS CORP DEL COM
$14K
BCOBRINKS CO COM
$14K
DOCHEALTHPEAK PROPERTIES INC COM
$14K
SMLVSTATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF
$14K
WEXWEX INC COM
$14K
ACAARCOSA INC COM
$14K
WFRDWEATHERFORD INTL PLC ORD SHS
$14K
MHOM/I HOMES INC COM
$14K
LIILENNOX INTL INC COM
$14K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$14K
6RJ0ROCKET LAB CORP COM
$14K
YUMCYUM CHINA HLDGS INC COM
$14K
OCOWENS CORNING NEW COM
$14K
DORMDORMAN PRODS INC COM
$14K
HRBBLOCK H & R INC COM
$14K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$14K
CWKCUSHMAN AND WAKEFIELD LTD COMMON SHARES
$14K
MSMMSC INDL DIRECT INC CL A
$14K
LMNDLEMONADE INC COM
$14K
SITESITEONE LANDSCAPE SUPPLY INC COM
$14K
FTFRANKLIN UNVL TR SH BEN INT
$14K
TSAACI WORLDWIDE INC COM
$14K
FLRFLUOR CORP NEW COM
$14K
RELXRELX PLC SPONSORED ADR
$14K
TRINTRINITY CAP INC COM
$14K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$14K
GPORGULFPORT ENERGY CORP COMMON SHARES
$14K
LUMNLUMEN TECHNOLOGIES INC COM
$14K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$14K
HRLHORMEL FOODS CORP COM
$14K
OSISOSI SYSTEMS INC COM
$14K
BKUBANKUNITED INC COM
$14K
CPBTHE CAMPBELLS COMPANY COM
$13K
SIGISELECTIVE INS GROUP INC COM
$13K
PLNTPLANET FITNESS INC CL A
$13K
PLXSPLEXUS CORP COM
$13K
HDEFXTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF
$13K
NVSTENVISTA HOLDINGS CORPORATION COM
$13K
GKDGRAND CANYON ED INC COM
$13K
SKYCHAMPION HOMES INC COM
$13K
NMIHNMI HLDGS INC COM
$13K
ASOACADEMY SPORTS & OUTDOORS INC COM
$13K
TDSTELEPHONE & DATA SYS INC COM NEW
$13K
CATYCATHAY GEN BANCORP COM
$13K
CROXCROCS INC COM
$13K
BILLBILL HOLDINGS INC COM
$13K
SEESEALED AIR CORP NEW COM
$13K
TPHTRI POINTE HOMES INC COM
$13K
FULTFULTON FINL CORP PA COM
$13K
RI4APOET TECHNOLOGIES INC COM NEW
$13K
LULULULULEMON ATHLETICA INC COM
$13K
BTUPEABODY ENERGY CORP COM
$13K
YETIYETI HLDGS INC COM
$13K
PIPRPIPER SANDLER COMPANIES COM
$13K
CACCCREDIT ACCEP CORP MICH COM
$13K
RGENREPLIGEN CORP COM
$13K
SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
$13K
AQLTISHARES SELECT DIVIDEND ETF
$13K
GDDYGODADDY INC CL A
$13K
HXLHEXCEL CORP NEW COM
$13K
CLFCLEVELAND-CLIFFS INC NEW COM
$13K
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
$13K
TWTRADEWEB MKTS INC CL A
$13K
LPXLOUISIANA PAC CORP COM
$12K
MTNVAIL RESORTS INC COM
$12K
EATBRINKER INTL INC COM
$12K
BRCBRADY CORP CL A
$12K
MTRNMATERION CORP COM
$12K
MRCYMERCURY SYS INC COM
$12K
QLYSQUALYS INC COM
$12K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$12K
ALKSALKERMES PLC SHS
$12K
KTKT CORP SPONSORED ADR
$12K
CNRCANADIAN NATL RY CO COM
$12K
DEODIAGEO PLC SPON ADR NEW
$12K
VCTRVICTORY CAP HLDGS INC DEL COM CL A
$12K
OLEDUNIVERSAL DISPLAY CORP COM
$12K
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$12K
SKYWSKYWEST INC COM
$12K
RUSHARUSH ENTERPRISES INC CL A
$12K
REYNREYNOLDS CONSUMER PRODS INC COM
$12K
WSFSWSFS FINL CORP COM
$12K
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