Root Financial Partners, LLC
Position in HGV — Hilton Grand Vacations Inc.
CIK 1977181
ENCINITAS, CA
Position in HGV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,892
-$593 QoQ
Shares Held
304
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGV Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026Root Financial Partners, LLC holds $769,541 across 13 Resorts & Casinos names. HGV ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WYNN |
Wynn Resorts Ltd
|
5,962 | $605,441 | |
| 2 | LVS |
Las Vegas Sands Corp
|
1,556 | $83,837 | |
| 3 | CZR |
Caesars Entertainment, Inc.
|
688 | $18,183 | |
| 4 | MTN |
Vail Resorts Inc
|
135 | $17,323 | |
| 5 | HGV |
Hilton Grand Vacations Inc.
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|
304 | $11,892 | |
| 6 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
177 | $11,526 | |
| 7 | MGM |
MGM Resorts International
|
186 | $6,883 | |
| 8 | RRR |
Red Rock Resorts, Inc.
|
109 | $5,816 |
All Filings in HGV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,892 | 304 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,485 | 279 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,330 | 271 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||