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CIK: 0001977181
Total reported value
$2.6B
$2.6B
2431 檔
34.1%
During the Q4 2025 filing period, Root Financial Partners, LLC (CIK: 0001977181) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 2431 reported positions.
In Q4 2025, Root Financial Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 129 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2431 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 20.17% | -3.54% | +16.64% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.73% | -0.25% | +5.01% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.09% | +0.13% | +33.74% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.87% | -0.05% | +31.43% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.05% | -0.25% | +10.78% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.82% | +2.23% | +39.10% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.80% | +2.05% | +44.64% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.74% | -0.15% | +101.30% | |
| 9 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.33% | +0.13% | +34.47% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.46% | -0.03% | +31.73% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.23% | +0.04% | +20.65% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.13% | +0.82% | +40.52% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.10% | +0.35% | +5.75% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.15% | +15.79% | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 1.75% | +0.49% | +16.02% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.64% | -0.01% | +1.20% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.58% | -0.59% | -34.07% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.04% | -0.41% | -29.56% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.86% | -0.11% | -16.53% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.05% | +6.32% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | -0.06% | -3.30% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.04% | +56.47% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | +1.27% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | +146.82% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.14% | +17.90% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.01% | +8.19% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.03% | +16.55% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.43% | +0.06% | +22.89% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.36% | -0.07% | +2.67% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.04% | +45.10% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | -1.25% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.01% | +27.14% | |
| 33 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.31% | +1.86% | -31.26% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | +0.02% | +26.21% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.01% | +10.57% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.04% | +23.37% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | — | +0.75% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | — | -3.68% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.20% | -0.04% | +237.67% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | — | +16.62% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.18% | +0.01% | +67.97% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.01% | +4.87% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.16% | +0.02% | +29.79% | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.16% | +0.03% | +43.99% | |
| 45 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.14% | -0.05% | +3.46% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.14% | -0.04% | +4.89% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.05% | +981.92% | |
| 48 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.13% | -0.04% | +14.79% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.13% | -0.02% | -0.03% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.12% | +0.02% | +61.02% |
According to official SEC Form 13F filings, Root Financial Partners, LLC reported a total U.S. public equity portfolio value of $2.6B across 2431 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAI, DFSD) accounted for 34.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRT
市值: $762.8K
Top Position Liquidated / Trimmed
AZNN
前期市值: $266.1K
During Q4 2025, Root Financial Partners, LLC's top holdings by market value included DFUS (20.2%)、DFAI (7.7%)、DFSD (6.1%). The largest single position, DFUS, represented 20.2% of total portfolio value.
In Q4 2025, Root Financial Partners, LLC made 200 total portfolio adjustments, initiating 15 new buys, adding to 129 positions, trimming 45 holdings, and fully liquidating 11 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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