Root Financial Partners, LLC
CIK
0001977181
City
SOLANA BEACH
State / Country
CA
Top Portfolio Positions
1,635 positions ·
$306,686,563 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
391,912 | $73,091,588 | 23.83% |
| AAPL |
Apple Inc.
Technology
|
131,129 | $35,648,729 | 11.62% |
| MSFT |
Microsoft Corp
Technology
|
30,791 | $14,891,143 | 4.86% |
| AVGO |
Broadcom Inc.
Technology
|
33,295 | $11,523,399 | 3.76% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,510 | $9,673,477 | 3.15% |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,398 | $9,514,574 | 3.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
39,919 | $9,214,103 | 3.00% |
| META |
Meta Platforms, Inc.
Communication Services
|
10,196 | $6,730,277 | 2.19% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,214 | $5,045,942 | 1.65% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
11,686 | $4,021,152 | 1.31% |
Portfolio Trend
Holdings in DSM
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $50,519 | 8,188 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $48,490 | 8,191 | Shares | Sole | 2025-10-29 | |
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