Rooted Wealth Advisors, Inc. Portfolio Holdings
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
Rooted Wealth Advisors, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $308 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.4M, Ishares Core Dividend Growth E with a value of $18.4M, Invesco ETF Tr Ii S&P Intl Dev with a value of $17.1M, Spdr Portfolio with a value of $16.9M, and J P Morgan Exchange Traded Fd with a value of $16M.
Examining the 13F form we can see an increase of $32.5M in the current position value, from $275M to 308M.
Rooted Wealth Advisors, Inc. is based out at Bourbonnais, IL
Below you can find more details about Rooted Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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