Holdings
Root Financial Partners, LLC
As of Jun 30, 2026, Root Financial Partners, LLC reported 210 positions worth US$285M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 235K | US$47M | −10,681 | Jun 30, 2026 |
| Apple Inc | 126K | US$36.5M | −7,446 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 43,142 | US$15.4M | −2,299 | Jun 30, 2026 |
| Microsoft Corp. | 37,854 | US$14.1M | +2,848 | Jun 30, 2026 |
| Broadcom Inc. | 32,554 | US$12.3M | +1,572 | Jun 30, 2026 |
| Amazon.com, Inc. | 41,967 | US$10M | +4,823 | Jun 30, 2026 |
| Tesla, Inc. | 22,272 | US$9.37M | +1,378 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 13,768 | US$6.89M | −1,616 | Jun 30, 2026 |
| Caterpillar, Inc. | 5,180 | US$5.52M | +217 | Jun 30, 2026 |
| Meta Platforms, Inc. | 8,907 | US$5.02M | +60 | Jun 30, 2026 |