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Root Financial Partners, LLC

Q1 2026 Holdings

Filed 2026-04-24 | 3466 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Liberty Global LTD COM CL C(LBTYK)StockG61188127$7.0K5950.0%
Anglogold Ashanti PLC COM SHS(AU)StockG0378L100$7.0K720.0%
Invesco S&P Smallcap Momentum ETF(XSMO)ETF46137V498$7.1K930.0%
BBB Foods Inc CL A COM(TBBB)StockG0896C103$7.1K2000.0%
Worthington Enterprises Inc COM(WOR)Stock981811102$7.1K1360.0%
Innoviva Inc COM(INVA)Stock45781M101$7.1K3050.0%
Ringcentral Inc CL A(RNG)Stock76680R206$7.1K1920.0%
Doximity Inc CL A(DOCS)Stock26622P107$7.2K3070.0%
Planet Labs PBC COM CL A(PL)Stock72703X106$7.2K2570.0%
DAY One Biopharmaceuticals Inc COM(DAWN)Stock23954D109$7.2K3350.0%
Seacoast BKG Corp FLA COM New(SBCF)Stock811707801$7.2K2380.0%
Amplitude Inc COM CL A(AMPL)Stock03213A104$7.2K1,0620.0%
Bill Holdings Inc COM(BILL)Stock090043100$7.3K1900.0%
Rush Enterprises Inc CL B(RUSHB)Stock781846308$7.3K1140.0%
Larimar Therapeutics Inc COM(LRMR)Stock517125100$7.3K1,6310.0%
Neos Bitcoin High Income ETF(BTCI)ETF78433H642$7.3K2240.0%
Invesco DB Commodity Index Tracking Fund(DBC)ETF46138B103$7.4K2550.0%
Avepoint Inc COM CL A(AVPT)Stock053604104$7.4K7800.0%
Orchid IS Cap Inc COM New(ORC)REIT68571X301$7.4K1,0560.0%
Itron Inc COM(ITRI)Stock465741106$7.4K830.0%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$7.5K1670.0%
Blue Bird Corp COM(BLBD)Stock095306106$7.5K1320.0%
Schrodinger Inc COM(SDGR)Stock80810D103$7.5K6600.0%
Nlight Inc COM(LASR)Stock65487K100$7.5K1320.0%
Birkenstock Holding PLC COM SHS(BIRK)StockM2029K104$7.6K2110.0%
Wiley John & Sons Inc CL A(WLY)Stock968223206$7.6K1990.0%
Teradata Corp del COM(TDC)Stock88076W103$7.6K2960.0%
Sprinklr Inc CL A(CXM)Stock85208T107$7.6K1,2650.0%
Robert Half Inc. COM(RHI)Stock770323103$7.6K3000.0%
First Bancorp Corporation COM New(FBP)Stock318672706$7.6K3570.0%
Northern Oil & Gas Inc COM(NOG)Stock665531307$7.6K2610.0%
Western Asset Emerging Mkts de COM(XEMDX)CEF95766A101$7.7K7790.0%
Pagaya Technologies LTD CL A New(PGY)StockM7S64L123$7.7K6570.0%
Jetblue Airways Corp COM(JBLU)Stock477143101$7.7K1,7400.0%
TC Energy Corp COM(TRP)Stock87807B107$7.7K1230.0%
Tortoise North American Pipeline ETF(TPYP)ETF890930308$7.7K1820.0%
Healthcare Svcs Group Inc COM(HCSG)Stock421906108$7.7K4160.0%
Madden Steven LTD COM(SHOO)Stock556269108$7.7K2280.0%
Wolverine World Wide Inc COM(WWW)Stock978097103$7.7K4740.0%
Icici Bank Limited ADR(IBN)ADR45104G104$7.7K2990.0%
CNA Finl Corp COM(CNA)Stock126117100$7.8K1690.0%
Vanguard Long-Term Corporate Bond ETF(VCLT)ETF92206C813$7.8K1040.0%
Humana Inc COM(HUM)Stock444859102$7.8K450.0%
FS Credit Opportunities Corp Common Stock(FSCO)CEF30290Y101$7.8K1,5300.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$7.8K800.0%
Dorman Prods Inc COM(DORM)Stock258278100$7.8K750.0%
KB Home COM(KBH)Stock48666K109$7.9K1520.0%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$7.9K3180.0%
Badger Meter Inc COM(BMI)Stock056525108$7.9K520.0%
Archer Aviation Inc COM CL A(ACHR)Stock03945R102$7.9K1,5360.0%
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