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
NFGNATIONAL FUEL GAS CO COM
$9K
RWKINVESCO S&P MIDCAP 400 REVENUE ETF
$9K
CBUCOMMUNITY FINANCIAL SYSTEM INC COM
$9K
BFHBREAD FINANCIAL HOLDINGS INC COM
$9K
BROSDUTCH BROS INC CL A
$9K
TRPTC ENERGY CORP COM
$9K
STNGSCORPIO TANKERS INC SHS
$9K
ITGARTNER INC COM
$9K
QSQUANTUMSCAPE CORP COM CL A
$9K
KWRQUAKER HOUGHTON COM
$9K
MSGSMADISON SQUARE GRDN SPRT CORP CL A
$9K
PJTPJT PARTNERS INC COM CL A
$9K
VICIVICI PPTYS INC COM
$9K
W3UWESTERN UN CO COM
$9K
STZCONSTELLATION BRANDS INC CL A
$9K
CGWINVESCO S&P GLOBAL WATER INDEX ETF
$9K
ICUIICU MED INC COM
$9K
CXTCRANE NXT CO COM
$9K
OI*O-I GLASS INC COM
$9K
WMGWARNER MUSIC GROUP CORP COM CL A
$9K
MMSIMERIT MED SYS INC COM
$9K
RUMRUMBLE INC COM CL A
$9K
INSWINTERNATIONAL SEAWAYS INC COM
$9K
HOGHARLEY DAVIDSON INC COM
$9K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$9K
EXPOEXPONENT INC COM
$9K
XYZ 0.25 11/01/27BLOCK INC 0.25 11/01/2027
$9K
JOBYJOBY AVIATION INC COMMON STOCK
$9K
PEXPROSHARES GLOBAL LISTED PRIVATE EQUITY ETF
$9K
HUBGHUB GROUP INC CL A
$9K
CUCAAVIS BUDGET GROUP COM
$9K
GNTXGENTEX CORP COM
$9K
CVBFCVB FINL CORP COM
$9K
JT5MUELLER WTR PRODS INC COM SER A
$9K
PLUSEPLUS INC COM
$9K
LBRTLIBERTY ENERGY INC COM CL A
$9K
EBCEASTERN BANKSHARES INC COM
$9K
SESEA LTD SPONSORD ADS
$9K
DVADAVITA INC COM
$9K
SOXQINVESCO PHLX SEMICONDUCTOR ETF
$9K
BOHBANK HAWAII CORP COM
$9K
FFBC1ST FINL BANCORP COM
$8K
TDCTERADATA CORP DEL COM
$8K
RDNTRADNET INC COM
$8K
TSPYTAPPALPHA SPY GROWTH & DAILY INCOME ETF
$8K
LSTRLANDSTAR SYS INC COM
$8K
QC10FLAGSTAR BANK NATIONAL ASSOCIA COM NEW
$8K
1GSNNOVANTA INC COM
$8K
BGCBGC GROUP INC CL A
$8K
MICCMAGNUM ICE CREAM CO NV ORD SHS
$8K
HPHELMERICH & PAYNE INC COM
$8K
AGXARGAN INC COM
$8K
INDBINDEPENDENT BK CORP MASS COM
$8K
POWLPOWELL INDS INC COM
$8K
EZUISHARES MSCI EUROZONE ETF
$8K
ACADACADIA PHARMACEUTICALS INC COM
$8K
VIAVVIAVI SOLUTIONS INC COM
$8K
GFFGRIFFON CORP COM
$8K
IM8NINSMED INC COM PAR $.01
$8K
PNQIINVESCO NASDAQ INTERNET ETF
$8K
ZGZILLOW GROUP INC CL A
$8K
ECGEVERUS CONSTR GROUP COM
$8K
NMRKNEWMARK GROUP INC CL A
$8K
GUTGABELLI UTIL TR COM
$8K
BSYBENTLEY SYS INC COM CL B
$8K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$8K
KDKYNDRYL HLDGS INC COMMON STOCK
$8K
ETHAISHARES ETHEREUM TRUST ETF
$8K
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
$8K
PLMRPALOMAR HLDGS INC COM
$8K
FUODOLBY LABORATORIES INC COM CL A
$8K
KBHKB HOME COM
$8K
BMNRBITMINE IMMERSION TECNOLOGIES COM NEW
$8K
SFBSSERVISFIRST BANCSHARES INC COM
$8K
TOWNTOWNEBANK PORTSMOUTH VA COM
$8K
LIVNLIVANOVA PLC SHS
$8K
BARGRANITESHARES GOLD SHARES
$8K
ONONON HLDG AG NAMEN AKT A
$8K
TEXTEREX CORP NEW COM
$8K
BNLBROADSTONE NET LEASE INC COM
$8K
LMATLEMAITRE VASCULAR INC COM
$8K
MTDRMATADOR RES CO COM
$8K
NLOPNET LEASE OFFICE PROPERTIES COM
$8K
ERIEERIE INDTY CO CL A
$8K
FFINFIRST FINL BANKSHARES INC COM
$8K
WDFCWD 40 CO COM
$8K
FCPIFIDELITY STOCKS FOR INFLATION ETF
$8K
TRMKTRUSTMARK CORP COM
$8K
NVTSNAVITAS SEMICONDUCTOR CORP COM
$8K
SEBSEABOARD CORP DEL COM
$8K
GSATGLOBALSTAR INC COM NEW
$8K
RWOSTATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF
$8K
UPSTUPSTART HLDGS INC COM
$8K
SHOOMADDEN STEVEN LTD COM
$8K
REXRREXFORD INDL RLTY INC COM
$8K
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM
$8K
JOEST JOE CO COM
$7K
FRMEFIRST MERCHANTS CORP COM
$7K
RNSTRENASANT CORP COM
$7K
MKTXMARKETAXESS HLDGS INC COM
$7K
PreviousPage 16 of 25Next