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CIK: 0001977181
Total reported value
$2.6B
$2.6B
3466 檔
38.5%
At the close of Q1 2026, Root Financial Partners, LLC disclosed equity holdings valued at approximately $2.6B, spread across 3466 reported holdings.
In Q1 2026, Root Financial Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 20.09% | -3.54% | +15.13% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.51% | -0.25% | +5.00% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.62% | +0.13% | +20.39% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.34% | -0.05% | +20.26% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.22% | +2.23% | +17.06% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.19% | +2.05% | +14.56% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.06% | -0.25% | +6.42% | |
| 8 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.55% | +0.13% | +17.82% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.46% | -0.03% | +23.83% | |
| 10 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.32% | +0.04% | +10.91% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.25% | +0.82% | +20.86% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.13% | +0.35% | +5.74% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | -0.15% | -37.39% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | -0.01% | +24.34% | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 1.74% | +0.49% | +7.90% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.15% | +1.84% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.29% | -0.59% | -13.45% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.84% | -0.41% | -15.59% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.79% | -0.11% | +3.13% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.14% | +44.05% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.05% | +13.69% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | -0.06% | -1.67% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | +4.89% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.46% | -0.07% | +44.39% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | -0.01% | +54.64% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.04% | -6.95% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | +0.06% | +4.73% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.01% | -3.85% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | — | -2.86% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.03% | -6.95% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.32% | +0.01% | +103.64% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.02% | +30.86% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | +3.84% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | +0.04% | +29.68% | |
| 35 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.24% | +1.86% | -17.62% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.04% | -13.23% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | — | +29.47% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.01% | +1.72% | |
| 39 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.22% | +0.02% | +102.87% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | — | +15.36% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.17% | +0.02% | +18.77% | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.17% | +0.03% | +19.40% | |
| 43 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.17% | -0.05% | +33.31% | |
| 44 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.16% | -0.04% | +41.66% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.05% | +54.66% | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.15% | +0.03% | +62.04% | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.15% | -0.02% | +24.80% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | — | -16.70% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | +26.87% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.13% | -0.02% | +45.69% |
According to official SEC Form 13F filings, Root Financial Partners, LLC reported a total U.S. public equity portfolio value of $2.6B across 3466 disclosed positions in Q1 2026.
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 38.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CEF
市值: $874.1K
Top Position Liquidated / Trimmed
NVDA
前期市值: $73.1M
During Q1 2026, Root Financial Partners, LLC's top holdings by market value included DFUS (20.1%)、DFAI (7.5%)、DFSD (6.6%). The largest single position, DFUS, represented 20.1% of total portfolio value.
In Q1 2026, Root Financial Partners, LLC made 199 total portfolio adjustments, initiating 11 new buys, adding to 133 positions, trimming 55 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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