Root Financial Partners, LLC Portfolio Holdings

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

Root Financial Partners, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.62 Trillion distributed in 2297 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 $330B, Dimensional ETF Tr with a value of $137B, Dimensional ETF Tr Short Durat with a value of $89.5B, Dimensional ETF Tr Core Fxd In with a value of $87.9B, and Dimensional ETF Tr with a value of $86.4B.

Examining the 13F form we can see an increase of $588B in the current position value, from $1.03T to 1.62T.

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 $1.62 Trillion
Technology: $107 Billion
ETFs: $31.1 Billion
Financial Services: $27.8 Billion
Consumer Cyclical: $24 Billion
Communication Services: $22.6 Billion
Industrials: $17.7 Billion
Healthcare: $14.9 Billion
Consumer Defensive: $8.09 Billion
Other: $14.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$235 Million 0.01% of portfolio
20,725
Q3 2025 New
$0
$3.24 Million 0.0% of portfolio
614
Q3 2025 New
$29.6M
$252,000 0.0% of portfolio
100
Q3 2025 New
$0
$33.6 Million 0.0% of portfolio
6,543
Q3 2025 New
$0
$1.61 Million 0.0% of portfolio
108
Q3 2025 New
$0
$41.2 Million 0.0% of portfolio
2,020
Q3 2025 New
$0
$14.8 Million 0.0% of portfolio
1,841
Q3 2025 New
$0
$10,000 0.0% of portfolio
2
Q3 2025 New
$0
$10.1 Million 0.0% of portfolio
700
Q3 2025 New
$49.8M
$71,000 0.0% of portfolio
20
Q3 2025 New
$0
$1.14 Million 0.0% of portfolio
125
Q3 2025 New
$0
$37.4 Million 0.0% of portfolio
3,000
Q3 2025 New
$0
$51 Million 0.0% of portfolio
13,706
Q2 2025 New
$0
$148,000 0.0% of portfolio
9
Q3 2025 New
$0
$48.5 Million 0.0% of portfolio
8,191
Q3 2025 New
$0
$12.5 Million 0.0% of portfolio
630
Q3 2025 New
$0
$2.1 Million 0.0% of portfolio
149
Q3 2025 New
$0
$12 Million 0.0% of portfolio
1,100
Q3 2025 New
$0
$18.4 Million 0.0% of portfolio
1,496
Q3 2025 New
$0
$5.82 Million 0.0% of portfolio
1,009
Q3 2025 New
$0
$17 Million 0.0% of portfolio
1,700
Q3 2025 New
$0
$51,000 0.0% of portfolio
1
Q3 2025 New
$0
$8.25 Million 0.0% of portfolio
1,359
Q3 2025 New
$0
$22.2 Million 0.0% of portfolio
604
Q3 2025 New
$0
$21.6 Million 0.0% of portfolio
580
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 2,297
  • Current Value $1.62 Trillion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2,048 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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