D.B. Root & Company, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $343 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $66.1M, Schwab Strategic Tr Us Large C with a value of $32.3M, Vanguard Dividend Appreciation with a value of $14.4M, Vanguard Mid Cap ETF with a value of $13.8M, and Schwab Strategic Tr Us Broad M with a value of $12M.
Examining the 13F form we can see an increase of $23.3M in the current position value, from $320M to 343M.
Below you can find more details about D.B. Root & Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$343 Million
ETFs: $222 Million
Technology: $33.8 Million
Consumer Cyclical: $22.3 Million
Industrials: $18.4 Million
Financial Services: $11.8 Million
Consumer Defensive: $11.8 Million
Communication Services: $7.26 Million
Healthcare: $5.64 Million
Other: $9.16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
