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Root Financial Partners, LLC

Q3 2025 Holdings

Filed 2025-10-29 | 2297 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Toro Co COM(TTC)Stock891092108$17.1K2240.0%
Mongodb Inc CL A(MDB)Stock60937P106$17.1K550.0%
Direxion Daily Junior Gold Miners Index Bull 2X Shares(JNUG)ETF25460G831$17.1K1050.0%
Mercury Genl Corp New COM(MCY)Stock589400100$17.1K2020.0%
Block H & R Inc COM(HRB)Stock093671105$17.1K3390.0%
Moog Inc CL A(MOG/A)Stock615394202$17.2K830.0%
Dominos Pizza Inc COM(DPZ)Stock25754A201$17.3K400.0%
Credit Accep Corp Mich COM(CACC)Stock225310101$17.3K370.0%
Everus Constr Group COM(ECG)Stock300426103$17.3K2020.0%
Ishares U.S. Smallcap Equity Factor ETF(SMLF)ETF46434V290$17.3K2330.0%
Cavco Inds Inc del COM(CVCO)Stock149568107$17.4K300.0%
ON Semiconductor Corp COM(ON)Stock682189105$17.5K3540.0%
Yieldmax Mstr Option Income Strategy ETFETF88634T493$17.5K1,2510.0%
Element Solutions Inc COM(ESI)Stock28618M106$17.5K6970.0%
Louisiana PAC Corp COM(LPX)Stock546347105$17.6K1980.0%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$17.6K1700.0%
Prosperity Bancshares Inc COM(PB)Stock743606105$17.6K2660.0%
Charles RIV Labs Intl Inc COM(CRL)Stock159864107$17.7K1130.0%
Lear Corp COM New(LEA)Stock521865204$17.7K1760.0%
JPMorgan Betabuilders Msci US REIT ETF(BBRE)ETF46641Q738$17.7K1860.0%
Cadence Bank COM(CADE)Stock12740C103$17.8K4730.0%
Southstate BK Corp COM(SSB)Stock84472E102$17.8K1800.0%
Ishares Floating Rate Loan Active ETF(BRLN)ETF092528405$17.8K3420.0%
Copa Holdings SA CL A(CPA)StockP31076105$17.8K1500.0%
Timken Co COM(TKR)Stock887389104$17.8K2370.0%
Resideo Technologies Inc COM(REZI)Stock76118Y104$17.9K4140.0%
Knight-Swift Transn Hldgs Inc CL A(KNX)Stock499049104$17.9K4530.0%
Chemed Corp New COM(CHE)Stock16359R103$17.9K400.0%
Biomarin Pharmaceutical Inc COM(BMRN)Stock09061G101$17.9K3310.0%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$17.9K1830.0%
Macys Inc COM(M)Stock55616P104$17.9K1,0010.0%
Post Hldgs Inc COM(POST)Stock737446104$18.1K1680.0%
Liberty Broadband Corp COM SER C(LBRDK)Stock530307305$18.1K2850.0%
Akamai Technologies Inc COM(AKAM)Stock00971T101$18.2K2400.0%
Maximus Inc COM(MMS)Stock577933104$18.2K1990.0%
DTE Energy Co COM(DTE)Stock233331107$18.2K1290.0%
New York Times Co CL A(NYT)Stock650111107$18.3K3180.0%
Canadian NAT RES LTD COM(CNQ)Stock136385101$18.4K5750.0%
Nuveen AMT Free MUN CR Inc FD COM(NVG)CEF67071L106$18.4K1,4960.0%
Installed Bldg Prods Inc COM(IBP)Stock45780R101$18.5K750.0%
Invesco S&P 500 Pure Growth ETF(RPG)ETF46137V266$18.5K3880.0%
Alcon AG ORD SHS(ALC)StockH01301128$18.6K2490.0%
Essential Utils Inc COM(WTRG)Stock29670G102$18.7K4680.0%
Natwest Group PLC Spons ADR(NWG)ADR639057207$18.7K1,3210.0%
Enpro Inc COM(NPO)Stock29355X107$18.8K830.0%
Ishares Msci Emerging Markets MIN VOL Factor ETF(EEMV)ETF464286533$18.8K2940.0%
UFP Industries Inc COM(UFPI)Stock90278Q108$18.8K2010.0%
Invesco Water Resources ETF(PHO)ETF46137V142$18.8K2610.0%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$18.9K2480.0%
Fortive Corp COM(FTV)Stock34959J108$18.9K3850.0%
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