Root Financial Partners, LLC
Top Portfolio Positions
2,796 positions ·
$292,497,442 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
245,390 | $42,796,016 | 14.63% | |
| AAPL |
Apple Inc.
Technology
|
133,545 | $33,892,385 | 11.59% | |
| MSFT |
Microsoft Corp
Technology
|
35,006 | $12,958,171 | 4.43% | |
| AVGO |
Broadcom Inc.
Technology
|
30,982 | $9,589,238 | 3.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,227 | $8,404,516 | 2.87% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,894 | $7,767,344 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,144 | $7,735,980 | 2.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,847 | $5,061,634 | 1.73% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,355 | $4,822,338 | 1.65% | |
| CAT |
Caterpillar Inc
Industrials
|
4,963 | $3,516,086 | 1.20% |
Portfolio Trend
Holdings in GEOS
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $414 | 34 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $574 | 34 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $644 | 34 | Shares | Sole | 2025-10-29 | |
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