Root Financial Partners, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 253 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $207B, Dimensional ETF Tr with a value of $96.9B, Dimensional ETF Tr Short Durat with a value of $57.2B, Dimensional ETF Tr Core Fxd In with a value of $57.1B, and Dimensional ETF Tr with a value of $57.1B.
Examining the 13F form we can see an increase of $96.5B in the current position value, from $938B to 1.03T.
Root Financial Partners, LLC is based out at Solana Beach, CA
Below you can find more details about Root Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Trillion
ETFs: $823 Billion
Technology: $58.1 Billion
Consumer Cyclical: $18.4 Billion
Communication Services: $17.6 Billion
Financial Services: $15.7 Billion
Healthcare: $9.96 Billion
Industrials: $8.26 Billion
Consumer Defensive: $4.63 Billion
Other: $4.28 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
