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CIK: 0001731717
Total reported value
$470.8M
$470.8M
190 檔
26.7%
During the Q2 2025 filing period, D.B. Root & Company, LLC (CIK: 0001731717) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $470.8M across 190 reported positions.
During Q2 2025, D.B. Root & Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 17.58% | -1.00% | +2.80% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.19% | +0.06% | -1.71% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.76% | +0.09% | -3.93% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.37% | +0.12% | -0.80% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.28% | -0.07% | +44.21% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.01% | -1.07% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.36% | -0.05% | +3.49% | |
| 8 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 2.24% | — | +15.73% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.90% | -0.02% | -8.92% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.66% | +0.41% | +8.51% | |
| 11 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.64% | -0.02% | -0.50% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.09% | +3.45% | |
| 13 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.57% | +0.02% | +0.41% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.51% | -0.01% | -0.73% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.17% | +4.42% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | — | -5.57% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.02% | +3.46% | |
| 18 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 1.28% | +0.03% | +6.67% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | -0.02% | -7.35% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.26% | -0.98% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.11% | +0.01% | — | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.04% | -0.29% | +5.93% | |
| 23 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.99% | -0.15% | +1521.49% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.19% | -0.30% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.09% | -17.03% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.14% | -0.03% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | +0.03% | -6.57% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.07% | -44.98% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.09% | -8.92% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.64% | -0.02% | -9.11% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.03% | -1.08% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.06% | +5.07% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.19% | -0.34% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.48% | +0.01% | -13.91% | |
| 35 | RH | Rh | Stock-Consumer Disc | 0.47% | +0.01% | -3.97% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.03% | +1.83% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.11% | +19.71% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.43% | +0.02% | +0.32% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | — | -4.27% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | -1.62% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.41% | -0.02% | -2.55% | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.41% | -0.03% | -0.28% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.40% | -0.04% | +1.71% | |
| 44 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.39% | -0.02% | +9.60% | |
| 45 | EME | Emcor Group Inc | Stock-Industrials | 0.39% | -0.03% | -2.35% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.01% | -20.99% | |
| 47 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.38% | -0.01% | -15.06% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.08% | -9.85% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | +30.22% | |
| 50 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.35% | — | — |
According to official SEC Form 13F filings, D.B. Root & Company, LLC reported a total U.S. public equity portfolio value of $470.8M across 190 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, SCHX, VIG) accounted for 26.7% of total reported equity market value during Q2 2025.
During Q2 2025, D.B. Root & Company, LLC's top holdings by market value included JCPB (17.6%)、SCHX (8.2%)、VIG (4.8%). The largest single position, JCPB, represented 17.6% of total portfolio value.
In Q2 2025, D.B. Root & Company, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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