Root Financial Partners, LLC Portfolio Holdings

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

Root Financial Partners, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.62 Trillion distributed in 2297 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 $330B, Dimensional ETF Tr with a value of $137B, Dimensional ETF Tr Short Durat with a value of $89.5B, Dimensional ETF Tr Core Fxd In with a value of $87.9B, and Dimensional ETF Tr with a value of $86.4B.

Examining the 13F form we can see an increase of $588B in the current position value, from $1.03T to 1.62T.

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 $1.62 Trillion
Technology: $107 Billion
ETFs: $31.1 Billion
Financial Services: $27.8 Billion
Consumer Cyclical: $24 Billion
Communication Services: $22.6 Billion
Industrials: $17.7 Billion
Healthcare: $14.9 Billion
Consumer Defensive: $8.09 Billion
Other: $14.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$36.3 Billion 2.24% of portfolio
194,692
Q3 2025 Added 252.99%
$4.3T
$28.8 Billion 1.78% of portfolio
113,252
Q3 2025 Added 8.93%
$3.78T
$15 Billion 0.92% of portfolio
28,962
Q3 2025 Added 15.58%
$2.39T
$7.52 Billion 0.46% of portfolio
34,250
Q3 2025 Added 4.48%
$139B
$7.02 Billion 0.43% of portfolio
21,279
Q3 2025 Added 3.42%
$662B
$6.81 Billion 0.42% of portfolio
13,540
Q3 2025 Added 5.66%
$1.65T
$6.83 Billion 0.42% of portfolio
28,096
Q3 2025 Added 1.67%
$1.37T
$5.16 Billion 0.32% of portfolio
7,027
Q3 2025 Added 13.89%
$367B
$4.92 Billion 0.3% of portfolio
12,133
Q3 2025 Reduced 17.9%
$1.29T
$3.88 Billion 0.24% of portfolio
8,715
Q3 2025 Added 7.02%
$593B
$3.71 Billion 0.23% of portfolio
13,195
Q3 2025 Added 73.3%
$1.74T
$3.41 Billion 0.21% of portfolio
13,985
Q3 2025 Added 22.77%
$49.1B
$3.07 Billion 0.19% of portfolio
2,561
Q3 2025 Added 22.19%
$84.4B
$2.22 Billion 0.14% of portfolio
11,299
Q3 2025 Added 0.97%
$971B
$2.15 Billion 0.13% of portfolio
2,816
Q3 2025 Reduced 6.72%
$881B
$2.08 Billion 0.13% of portfolio
6,589
Q3 2025 Added 45.81%
$522B
$1.81 Billion 0.11% of portfolio
9,749
Q3 2025 Reduced 9.33%
$291B
$1.71 Billion 0.11% of portfolio
3,582
Q3 2025 Added 15.03%
-
$1.63 Billion 0.1% of portfolio
-
Q3 2025 Added 62.82%
$533B
$1.46 Billion 0.09% of portfolio
4,266
Q3 2025 Added 7.78%
-
$1.48 Billion 0.09% of portfolio
-
Q3 2025 Added 20.8%
$342B
$1.22 Billion 0.08% of portfolio
6,682
Q3 2025 Added 4.41%
$193B
$1.31 Billion 0.08% of portfolio
2,924
Q3 2025 Reduced 2.34%
$303B
$1.35 Billion 0.08% of portfolio
8,701
Q3 2025 Added 13.77%
$258B
$1.34 Billion 0.08% of portfolio
8,026
Q3 2025 Added 27.24%
$512B
$1.15 Billion 0.07% of portfolio
2,017
Q3 2025 Added 4.83%
$414B
$1.09 Billion 0.07% of portfolio
4,714
Q3 2025 Added 27.58%
$279B
$1.07 Billion 0.07% of portfolio
10,405
Q3 2025 Reduced 0.53%
$70.2B
$1.01 Billion 0.06% of portfolio
32,309
Q3 2025 Added 6.49%
$235B
$960 Million 0.06% of portfolio
11,434
Q3 2025 Added 4.56%
$123B
$926 Million 0.06% of portfolio
1,326
Q3 2025 Reduced 1.27%
$490B
$1.02 Billion 0.06% of portfolio
9,070
Q3 2025 Added 8.52%
$346B
$751 Million 0.05% of portfolio
4,891
Q3 2025 Added 21.97%
$29.6B
$760 Million 0.05% of portfolio
2,285
Q3 2025 Added 1.6%
$161B
$848 Million 0.05% of portfolio
786
Q3 2025 Added 4.66%
$265B
$593 Million 0.04% of portfolio
745
Q3 2025 Added 18.44%
$306B
$569 Million 0.04% of portfolio
8,582
Q3 2025 Added 11.47%
$129M
$621 Million 0.04% of portfolio
71,500
Q2 2025 Added 43.0%
$388B
$614 Million 0.04% of portfolio
3,794
Q3 2025 Reduced 10.67%
$328B
$663 Million 0.04% of portfolio
2,203
Q3 2025 Added 18.38%
$124B
$631 Million 0.04% of portfolio
15,384
Q3 2025 New
$73.7B
$687 Million 0.04% of portfolio
2,507
Q3 2025 Added 4.11%
$237B
$622 Million 0.04% of portfolio
2,625
Q3 2025 Reduced 20.12%
$413B
$637 Million 0.04% of portfolio
12,345
Q3 2025 Added 5.63%
$266B
$583 Million 0.04% of portfolio
2,067
Q3 2025 Added 36.8%
$255B
$672 Million 0.04% of portfolio
2,023
Q3 2025 Added 51.99%
$228B
$633 Million 0.04% of portfolio
4,724
Q3 2025 Added 32.92%
$172B
$519 Million 0.03% of portfolio
11,805
Q3 2025 Reduced 13.16%
$204B
$425 Million 0.03% of portfolio
3,029
Q3 2025 Reduced 21.93%

Summary

  • Portfolio
  • No. of Stocks 2,297
  • Current Value $1.62 Trillion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2,048 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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