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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
Pinnacle West Cap Corp COM(PNW)Stock723484101$89.1K8850.0%
Becton Dickinson & Co COM(BDX)Stock075887109$89.5K5690.0%
Smith & Nephew PLC Spdn ADR New(SNN)ADR83175M205$89.5K2,8160.0%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$89.6K1,0720.0%
Inspire Capital Appreciation ETF(RISN)ETF66538H393$89.8K3,1310.0%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$89.9K5720.0%
Southern Copper Corp COM(SCCO)Stock84265V105$90.7K5270.0%
Toro Co COM(TTC)Stock891092108$90.7K9710.0%
Carvana Co CL A(CVNA)Stock146869102$90.9K2890.0%
Dimensional Emerging Markets High Profitability ETF(DEHP)ETF25434V757$91.0K2,6930.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$91.1K1,1370.0%
Ishares Ultra Short Duration Bond Active ETF(ICSH)ETF46434V878$91.1K1,7990.0%
Reinsurance Group Amer Inc COM New(RGA)Stock759351604$91.3K4470.0%
Vanguard Ftse Europe ETF(VGK)ETF922042874$91.4K1,1090.0%
Labcorp Holdings Inc COM SHS(LH)Stock504922105$91.5K3430.0%
SLB Limited COM STK(SLB)Stock806857108$91.6K1,7820.0%
Ishares MBS ETF(MBB)ETF464288588$91.7K9660.0%
Darling Ingredients Inc COM(DAR)Stock237266101$91.8K1,4850.0%
Siteone Landscape Supply Inc COM(SITE)Stock82982L103$92.0K6910.0%
YUM Brands Inc COM(YUM)Stock988498101$92.2K5930.0%
Unum Group COM(UNM)Stock91529Y106$92.4K1,2650.0%
Ishares Global Tech ETF(IXN)ETF464287291$92.6K9260.0%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$92.6K2,0370.0%
Inspire 500 ETF(PTL)ETF66537J796$92.7K3700.0%
Corpay Inc COM SHS(CPAY)Stock219948106$92.8K3190.0%
TE Connectivity PLC ORD SHS(TEL)StockG87052109$93.0K4450.0%
Antero Resources Corp COM(AR)Stock03674X106$93.4K2,2010.0%
Webster Finl Corp COM(WBS)Stock947890109$94.0K1,3540.0%
Fidelity Total Bond ETF(FBND)ETF316188309$94.3K2,0670.0%
Inspire 100 ETF(BIBL)ETF66538H534$94.5K2,0040.0%
Mohawk Inds Inc COM(MHK)Stock608190104$94.8K9630.0%
Targa RES Corp COM(TRGP)Stock87612G101$94.8K3780.0%
Medtronic PLC SHS(MDT)StockG5960L103$95.5K1,1020.0%
Prudential Finl Inc COM(PRU)Stock744320102$95.6K9780.0%
Tidal Trust III Naacp Minority Empowerment ETF(NACP)ETF45259A209$95.6K1,9760.0%
Hartford Multifactor Developed Markets (Ex-US) ETF(RODM)ETF518416102$95.6K2,4260.0%
Ishares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$95.7K1,2210.0%
Invesco S&P 500 Top 50 ETF(XLG)ETF46137V233$96.0K1,7600.0%
Permian Resources Corp Class A COM(PR)Stock71424F105$96.0K4,5050.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$96.7K1,2540.0%
Cognizant Technology Solutions CL A(CTSH)Stock192446102$96.7K1,5760.0%
Mercadolibre Inc COM(MELI)Stock58733R102$96.8K560.0%
Dexcom Inc COM(DXCM)Stock252131107$96.8K1,5420.0%
Ishares Msci USA Value Factor ETF(VLUE)ETF46432F388$96.9K6810.0%
Huntington Ingalls Inds Inc COM(HII)Stock446413106$98.0K2580.0%
Vulcan Matls Co COM(VMC)Stock929160109$98.0K3600.0%
Verisign Inc COM(VRSN)Stock92343E102$98.1K3950.0%
Ventas Inc COM(VTR)REIT92276F100$98.1K1,2000.0%
Deckers Outdoor Corp COM(DECK)Stock243537107$98.5K9840.0%
Vanguard Short-Term TAX Exempt Bond ETF(VTES)ETF921935870$98.6K9750.0%
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