Root Financial Partners, LLC

Position in BETRW — Better Home & Finance Holding Co

CIK 1977181 ENCINITAS, CA

Position in BETRW

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$35

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Root Financial Partners, LLC holds $20,883 across 6 Mortgage Finance names. BETRW ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	171	$14,945
2	RKT	Rocket Companies, Inc.	229	$3,263
3	WD	Walker & Dunlop, Inc.	44	$1,952
4	ONIT	Onity Group Inc.	12	$471
5	VEL	Velocity Financial, Inc.	12	$217
6	BETRW	Better Home & Finance Holding Co This page	1	$35

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35	1	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.