Rooted Wealth Advisors, Inc.
All 13F Filings
- Location
- Bourbonnais, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 355,469
- 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 |
|---|---|---|---|---|---|
| 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 | 209.8 K | 61.5% | 15.24 K | 0 | 15.24 K |
| ETFs | 127 K | 37.2% | 14.6 K | 0 | 14.6 K |
| Debt | 1.748 K | 0.5% | 27 | 0 | 27 |
| Other | 2.396 K | 0.7% | 0 | 2.34 K | -2.34 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
355,469
Holdings
138
QoQ value change ($000)
27,532
(8.4%)
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.