Root Financial Partners, LLC

Root Financial Partners, LLC reported 410 holdings worth US$2.57B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Root Financial Partners, LLC reported 410 holdings worth US$2.57B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).

Holdings
410
Value as reported
US$2.57B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation235KUS$47M1.8%
Apple Inc126KUS$36.5M1.4%
Alphabet Inc (google) Class C43,142US$15.4M0.60%
Microsoft Corp.37,854US$14.1M0.55%
Broadcom Inc.32,554US$12.3M0.48%
Amazon.com, Inc.41,967US$10M0.39%
Tesla, Inc.22,272US$9.37M0.36%
Berkshire Hathaway Inc.13,768US$6.89M0.27%
Caterpillar, Inc.5,180US$5.52M0.21%
Meta Platforms, Inc.8,907US$5.02M0.19%
Micron Technology, Inc.3,918US$4.52M0.18%
Home Depot, Inc. (the)10,936US$3.86M0.15%
Advanced Micro Devices Inc6,595US$3.83M0.15%
Lam Research Corporation7,003US$3.03M0.12%
Jp Morgan Chase & Co.8,305US$2.72M0.11%
Costco Wholesale Corporation2,872US$2.69M0.10%
Qualcomm Incorporated14,197US$2.62M0.10%
Kla Corporation8,034US$2.42M0.09%
Johnson & Johnson9,301US$2.36M0.09%
Eli Lilly And Company1,796US$2.15M0.08%
Palantir Technologies Inc.15,999US$1.87M0.07%
Abbvie Inc.7,203US$1.81M0.07%
Oracle Corporation12,217US$1.79M0.07%
Intuitive Surgical, Inc.4,259US$1.69M0.07%
Applied Materials, Inc.2,280US$1.65M0.06%
Rtx Corporation8,312US$1.58M0.06%
Merck & Company, Inc.12,102US$1.56M0.06%
Netflix, Inc.21,636US$1.54M0.06%
Chevron Corporation9,300US$1.54M0.06%
Walmart Inc.12,881US$1.46M0.06%
Visa Inc.4,081US$1.4M0.05%
Western Digital Corporation2,182US$1.39M0.05%
Cisco Systems, Inc.11,076US$1.3M0.05%
Taiwan Semiconductor Manufacturing Co., Ltd.2,611US$1.25M0.05%
Ge Vernova Inc.1,045US$1.23M0.05%
Enterprise Products Partners L.p.31,633US$1.16M0.05%
Ge Aerospace3,033US$1.13M0.04%
Intel Corporation7,888US$1.1M0.04%
Goldman Sachs Group, Inc. (the)999US$1.01M0.04%
Unitedhealth Group Incorporated2,372US$986K0.04%
Coca-cola Company (the)11,377US$925K0.04%
Bank Of America Corporation16,151US$920K0.04%
Mastercard Incorporated1,789US$919K0.04%
American Express Company2,646US$895K0.03%
Bcb Bancorp, Inc. (nj)82,607US$886K0.03%
Arista Networks, Inc.4,953US$841K0.03%
Procter & Gamble Company (the)5,475US$803K0.03%
Brt Apartments Corp. (md)51,921US$798K0.03%
Citigroup, Inc.5,528US$774K0.03%
Comfort Systems Usa, Inc.381US$755K0.03%
Tjx Companies, Inc. (the)4,876US$739K0.03%
International Business Machines Corporation2,501US$703K0.03%
Wells Fargo & Company8,445US$698K0.03%
Morgan Stanley3,250US$679K0.03%
Asml Holding Nv340US$676K0.03%
Lpl Financial Holdings Inc.2,284US$643K0.02%
Philip Morris International Inc3,505US$634K0.02%
Fortinet, Inc.4,126US$634K0.02%
Sandisk Corporation278US$632K0.02%
Capital One Financial Corporation3,144US$631K0.02%
Amgen Inc.1,733US$628K0.02%
Hewlett Packard Enterprise Company13,300US$600K0.02%
Palo Alto Networks, Inc.1,698US$579K0.02%
Lumentum Holdings Inc.674US$578K0.02%
Wynn Resorts, Limited5,933US$576K0.02%
Corning Incorporated2,222US$567K0.02%
Space Exploration Technologies Corp3,307US$565K0.02%
Blackrock, Inc.582US$559K0.02%
General Motors Company7,242US$558K0.02%
Bristol-myers Squibb Company9,675US$557K0.02%
Cvs Health Corporation5,374US$556K0.02%
Deere & Company862US$547K0.02%
Comcast Corporation21,909US$538K0.02%
Phillips 663,124US$528K0.02%
Vertiv Holdings, Llc1,507US$505K0.02%
Monster Beverage Corporation5,218US$502K0.02%
The Travelers Companies, Inc.1,518US$501K0.02%
Teradyne, Inc.1,009US$488K0.02%
Charles Schwab Corporation (the)5,267US$486K0.02%
Cummins Inc.674US$481K0.02%
Freeport-mcmoran, Inc.7,355US$463K0.02%
Ecolab Inc.1,649US$460K0.02%
Carpenter Technology Corporation744US$459K0.02%
Valero Energy Corporation1,761US$459K0.02%
Altria Group, Inc.6,341US$456K0.02%
Delta Air Lines, Inc.4,802US$450K0.02%
Pepsico, Inc.3,258US$441K0.02%
Lockheed Martin Corporation866US$441K0.02%
United Airlines Holdings, Inc.3,224US$438K0.02%
Crowdstrike Holdings, Inc.570US$435K0.02%
Texas Instruments Incorporated1,458US$435K0.02%
Verizon Communications Inc.10,217US$433K0.02%
Amphenol Corporation2,435US$429K0.02%
Walt Disney Company (the)4,418US$425K0.02%
Pnc Financial Services Group, Inc. (the)1,702US$419K0.02%
Curtiss-wright Corporation553US$419K0.02%
Airbnb, Inc.2,836US$406K0.02%
Marvell Technology, Inc.1,362US$406K0.02%
Norfolk Southern Corporation1,234US$388K0.02%
Aflac Incorporated3,278US$384K0.01%

Every holding of Root Financial Partners, LLC

Source

View original at SEC

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