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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
Bright Horizons FAM SOL in del COM(BFAM)Stock109194100$8.0K980.0%
Eplus Inc COM(PLUS)Stock294268107$8.1K1070.0%
Gabelli Util TR COM(GUT)CEF36240A101$8.1K1,3320.0%
Onestream Inc CL A(OS)Stock68278B107$8.1K3370.0%
Tripadvisor Inc COM(TRIP)Stock896945201$8.1K7600.0%
Wisdomtree International Equity Fund(DWM)ETF97717W703$8.1K1160.0%
Fidelity Stocks for Inflation ETF(FCPI)ETF316092386$8.1K1650.0%
Spectrum Brands Hldgs Inc New COM(SPB)Stock84790A105$8.2K1110.0%
Anheuser Busch Inbev SA NV Sponsored ADR(BUD)ADR03524A108$8.2K1180.0%
Block H & R Inc COM(HRB)Stock093671105$8.2K2580.0%
State Street Spdr DOW Jones Global Real Estate ETF(RWO)ETF78463X749$8.2K1790.0%
Innovative Indl Pptys Inc COM(IIPR)REIT45781V101$8.2K1640.0%
Palomar Hldgs Inc COM(PLMR)Stock69753M105$8.4K700.0%
LXP Industrial Trust COM(LXP)REIT529043408$8.4K1810.0%
ICU MED Inc COM(ICUI)Stock44930G107$8.4K650.0%
National Health Invs Inc COM(NHI)REIT63633D104$8.4K1040.0%
Upstart Hldgs Inc COM(UPST)Stock91680M107$8.4K3290.0%
Pagerduty Inc COM(PD)Stock69553P100$8.4K1,3590.0%
Greif Inc CL A(GEF)Stock397624107$8.5K1260.0%
ARM Holdings PLC Sponsored ADS(ARM)ADR042068205$8.5K560.0%
Insmed Inc COM PAR $.01(INSM)Stock457669307$8.5K520.0%
Advance Auto Parts Inc COM(AAP)Stock00751Y106$8.5K1620.0%
Enova Intl Inc COM(ENVA)Stock29357K103$8.6K630.0%
Doubleverify Hldgs Inc COM(DV)Stock25862V105$8.6K9040.0%
Visteon Corp COM New(VC)Stock92839U206$8.7K950.0%
Chemed Corp New COM(CHE)Stock16359R103$8.7K230.0%
Benchmark Electrs Inc COM(BHE)Stock08160H101$8.7K1550.0%
Graniteshares Gold Shares(BAR)ETF38748G101$8.7K1890.0%
Phillips Edison & Co Inc Common Stock(PECO)REIT71844V201$8.7K2330.0%
Zillow Group Inc CL A(ZG)Stock98954M101$8.7K2110.0%
White Mtns INS Group LTD COM(WTM)StockG9618E107$8.8K40.0%
Sezzle Inc COM(SEZL)Stock78435P105$8.8K1390.0%
Ishares ESG Aware US Aggregate Bond ETF(EAGG)ETF46435U549$8.8K1850.0%
Liberty Global LTD COM CL A(LBTYA)StockG61188101$8.8K7310.0%
TCW Transform 500 ETF(VOTE)ETF29287L106$8.9K1160.0%
Sprott Nickel Miners ETF(NIKL)ETF85208P600$8.9K5540.0%
Scotts Miracle-Gro Co CL A(SMG)Stock810186106$8.9K1460.0%
Construction Partners Inc COM CL A(ROAD)Stock21044C107$8.9K800.0%
HUB Group Inc CL A(HUBG)Stock443320106$8.9K2470.0%
Standex Intl Corp COM(SXI)Stock854231107$8.9K350.0%
Quaker Houghton COM(KWR)Stock747316107$8.9K720.0%
Proshares Ultra Russell2000(UWM)ETF74347R842$9.0K1920.0%
Orix Corp Sponsored ADR(IX)ADR686330101$9.0K3000.0%
One Gas Inc COM(OGS)Stock68235P108$9.0K1050.0%
Brown & Brown Inc COM(BRO)Stock115236101$9.1K1390.0%
Fidelity Msci Utilities Index ETF(FUTY)ETF316092865$9.1K1540.0%
Atkore Inc COM(ATKR)Stock047649108$9.1K1550.0%
Agnc Invt Corp COM(AGNC)REIT00123Q104$9.3K9230.0%
BED Bath & Beyond Inc COM(BBBY)Stock690370101$9.3K2,0010.0%
Hertz Global Hldgs Inc COM New(HTZ)Stock42806J700$9.3K2,0160.0%
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