Root Financial Partners, LLC Portfolio Holdings

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

Root Financial Partners, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $938 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $175B, Dimensional ETF Tr with a value of $103B, Dimensional ETF Tr Us Marketwi with a value of $56.1B, Dimensional ETF Tr with a value of $53.8B, and Dimensional ETF Tr Core Fxd In with a value of $51.9B.

Examining the 13F form we can see an increase of $132B in the current position value, from $807B to 938B.

Root Financial Partners, LLC is based out at Solana Beach, CA

Below you can find more details about Root Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $938 Billion
ETFs: $782 Billion
Technology: $46 Billion
Consumer Cyclical: $16.1 Billion
Communication Services: $13.4 Billion
Financial Services: $13.1 Billion
Healthcare: $8.56 Billion
Consumer Defensive: $3.78 Billion
Energy: $3.08 Billion
Other: $2.52 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$175 Billion 18.67% of portfolio
2,893,839
Q1 2025 Added 24.91%
$0
$103 Billion 10.99% of portfolio
3,302,605
Q1 2025 Added 5.85%
$0
$56.1 Billion 5.98% of portfolio
1,360,879
Q1 2025 Reduced 10.41%
$0
$53.8 Billion 5.74% of portfolio
2,078,756
Q1 2025 Added 14.17%
$0
$51.9 Billion 5.53% of portfolio
1,233,190
Q1 2025 Added 16.4%
$0
$51.6 Billion 5.5% of portfolio
1,085,893
Q1 2025 Added 34.18%
$0
$36.6 Billion 3.9% of portfolio
1,297,883
Q1 2025 Reduced 11.97%
$0
$26.4 Billion 2.81% of portfolio
1,110,962
Q1 2025 Added 14.49%
$0
$25.9 Billion 2.76% of portfolio
658,210
Q1 2025 Added 7.04%
$0
$24.6 Billion 2.62% of portfolio
744,697
Q1 2025 Reduced 4.23%
$0
$21.5 Billion 2.3% of portfolio
78,358
Q1 2025 Added 8.09%
$0
$15.7 Billion 1.68% of portfolio
608,357
Q1 2025 Added 20.44%
$0
$15.5 Billion 1.65% of portfolio
259,222
Q1 2025 Added 1,793.65%
$0
$10.8 Billion 1.16% of portfolio
174,533
Q1 2025 Reduced 2.25%
$0
$10.3 Billion 1.1% of portfolio
380,846
Q1 2025 Reduced 8.02%
$0
$9.87 Billion 1.05% of portfolio
26,608
Q1 2025 Added 172.32%
$0
$7.03 Billion 0.75% of portfolio
212,007
Q1 2025 Added 1,352.8%
$0
$5.88 Billion 0.63% of portfolio
11,433
Q1 2025 Added 38.11%
$0
$4.06 Billion 0.43% of portfolio
40,295
Q1 2025 Reduced 11.36%
$0
$3.68 Billion 0.39% of portfolio
21,278
Q1 2025 Added 16.71%
$0
$2.66 Billion 0.28% of portfolio
13,781
Q1 2025 Reduced 1.28%
$0
$2.56 Billion 0.27% of portfolio
56,583
Q1 2025 Added 6.92%
$0
$2.27 Billion 0.24% of portfolio
58,953
Q1 2025 Added 146.09%
$0
$1.86 Billion 0.2% of portfolio
36,511
Q1 2025 Reduced 3.28%
$0
$1.69 Billion 0.18% of portfolio
9,755
Q1 2025 Reduced 1.38%
$0
$1.66 Billion 0.18% of portfolio
59,864
Q1 2025 Added 1.69%
$0
$1.7 Billion 0.18% of portfolio
7,683
Q1 2025 Added 29.21%
$0
$1.63 Billion 0.17% of portfolio
24,742
Q1 2025 Reduced 8.25%
$0
$1.64 Billion 0.17% of portfolio
9,530
Q4 2024 Added 414.02%
$0
$1.48 Billion 0.16% of portfolio
53,026
Q1 2025 Added 32.37%
$0
$1.54 Billion 0.16% of portfolio
19,691
Q1 2025 Added 20.4%
$0
$1.39 Billion 0.15% of portfolio
15,362
Q1 2025 Reduced 21.67%
$0
$1.38 Billion 0.15% of portfolio
10,678
Q1 2025 Reduced 4.71%
$0
$1.35 Billion 0.14% of portfolio
23,007
Q1 2025 Reduced 13.52%
$0
$1.31 Billion 0.14% of portfolio
39,128
Q1 2025 Reduced 0.43%
$0
$1.23 Billion 0.13% of portfolio
6,613
Q1 2025 Reduced 0.02%
$0
$1.18 Billion 0.13% of portfolio
22,826
Q1 2025 Added 102.93%
$0
$1.17 Billion 0.12% of portfolio
27,670
Q1 2025 Reduced 9.77%
$0
$1.12 Billion 0.12% of portfolio
1,998
Q1 2025 Added 30.67%
$0
$1.12 Billion 0.12% of portfolio
21,970
Q1 2025 Added 9.23%
$0
$1.14 Billion 0.12% of portfolio
16,757
Q1 2025 Added 0.49%
$0
$983 Million 0.1% of portfolio
16,213
Q1 2025 Added 2.69%
$0
$965 Million 0.1% of portfolio
8,738
Q1 2025 Reduced 10.82%
$0
$968 Million 0.1% of portfolio
1,731
Q1 2025 Reduced 7.33%
$0
$899 Million 0.1% of portfolio
10,870
Q1 2025 Added 7.59%
$0
$872 Million 0.09% of portfolio
17,570
Q1 2025 Added 32.38%
$0
$856 Million 0.09% of portfolio
32,365
Q1 2025 Added 4.52%
$0
$861 Million 0.09% of portfolio
9,784
Q1 2025 Reduced 2.43%
$0
$779 Million 0.08% of portfolio
36,227
Q1 2025 Added 6.35%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $938 Billion
  • Prior Value $807 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email