Rooted Wealth Advisors, Inc.

Position in V — Visa Inc.

CIK 1963732 BOURBONNAIS, IL

Position in V

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

Position Value

$444,301

+$101,864 QoQ

Shares Held

1,295

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#3,622

of 4,501 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $1,424,022 across 4 Credit Services names. V ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,295	$444,301
2	MA	Mastercard Inc	728	$373,900
3	AXP	American Express Co	1,020	$345,015
4	COF	Capital One Financial Corp	1,300	$260,806

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,301	1,295	+14.3%	Shares	Sole	2026-07-28
2026-03-31	$342,437	1,133	-52.5%	Shares	Sole	2026-04-21
2025-12-31	$836,443	2,385	+238.8%	Shares	Sole	2026-02-09
2025-09-30	$240,331	704	+1.9%	Shares	Sole	2025-10-20
2025-06-30	$245,339	691	+2.8%	Shares	Sole	2025-07-14
2025-03-31	$235,509	672	—	Shares	Sole	2025-04-08
No filing history on record for this holder in this stock.