Rooted Wealth Advisors, Inc.
All 13F Filings
- Location
- Bourbonnais, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 379,223
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 144 | 379,223 | 13F-HR | Rooted Wealth Advisors, Inc. |
| Q4 2025 | 2/9/2026 | 138 | 355,469 | 13F-HR | Rooted Wealth Advisors, Inc. |
| Q3 2025 | 10/20/2025 | 128 | 327,937 | 13F-HR | Rooted Wealth Advisors, Inc. |
| Q2 2025 | 7/14/2025 | 107 | 289,295 | 13F-HR | Rooted Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.54 K | 20.4% | 0 | 135.2 K | -135.2 K |
| ETFs | 288.4 K | 79.1% | 161.4 K | 0 | 161.4 K |
| Debt | 1.705 K | 0.5% | 0 | 43 | -43 |
| Other | 0 | 0.0% | 0 | 2.396 K | -2.396 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
379,223
Holdings
144
QoQ value change ($000)
23,754
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.