Root Financial Partners, LLC - Portfolio Stock Holdings
Root Financial Partners, LLC disclosed 3824 stock positions in a recent SEC 13F filing. $2,746,839,447 of stock holdings were filed, with the largest holdings including DFUS, DFLV, and DFAI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,147,774,389 and has 65 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
3824Est. Stock Holding Value:
$2,746,839,447Top Stock Holdings By Sector
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Portfolio Stock Holdings - Root Financial Partners, LLC
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Portfolio Options Holdings - Root Financial Partners, LLC
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