Rooted Wealth Advisors, Inc. - Portfolio Stock Holdings
Rooted Wealth Advisors, Inc. disclosed 148 stock positions in a recent SEC 13F filing. $409,005,976 of stock holdings were filed, with the largest holdings including VOO, IDMO, and SPYG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $408,841,196 and has 22 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:
148Est. Stock Holding Value:
$409,005,976Top Stock Holdings By Sector
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Portfolio Stock Holdings - Rooted Wealth Advisors, Inc.
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% of Portfolio
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