Rooted Wealth Advisors, Inc.

Position in FTNT — Fortinet, Inc.

CIK 1963732 BOURBONNAIS, IL

Position in FTNT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,404,547

+$582,526 QoQ

Shares Held

9,143

-9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#709

of 1,560 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $6,983,439 across 4 Software - Infrastructure names. FTNT ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,745	$4,381,119
2	FTNT	Fortinet, Inc. This page	9,143	$1,404,547
3	PLTR	Palantir Technologies Inc.	5,841	$681,469
4	PANW	Palo Alto Networks Inc	1,514	$516,304

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,404,547	9,143	-9.1%	Shares	Sole	2026-07-28
2026-03-31	$822,021	10,059	-14.0%	Shares	Sole	2026-04-21
2025-12-31	$929,097	11,700	-0.8%	Shares	Sole	2026-02-09
2025-09-30	$991,975	11,798	+128.4%	Shares	Sole	2025-10-20
2025-06-30	$546,043	5,165	+18.0%	Shares	Sole	2025-07-14
2025-03-31	$421,330	4,377	+6.8%	Shares	Sole	2025-04-08
2024-12-31	$387,179	4,098	+30.5%	Shares	Sole	2025-01-30
2024-09-30	$243,584	3,141	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.