Rooted Wealth Advisors, Inc.

Position in INTU — Intuit Inc.

CIK 1963732 BOURBONNAIS, IL

Position in INTU

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

Position Value

$336,168

+$33,935 QoQ

Shares Held

1,288

+84.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,177

of 1,740 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $1,624,735 across 5 Software - Application names. INTU ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	6,307	$626,158
2	INTU	Intuit Inc. This page	1,288	$336,168
3	FICO	Fair Isaac Corp	204	$243,735
4	UBER	Uber Technologies, Inc	2,958	$213,449
5	ADBE	Adobe Inc.	1,001	$205,225

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,168	1,288	+84.3%	Shares	Sole	2026-07-28
2026-03-31	$302,233	699	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.