Rooted Wealth Advisors, Inc.
All 13F Filings
- Location
- Bourbonnais, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 408,485
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 149 | 408,485 | 13F-HR | Rooted Wealth Advisors, Inc. |
| 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 | 77.32 K | 19.6% | 2.776 K | 0 | 2.776 K |
| ETFs | 314.5 K | 79.9% | 26.11 K | 0 | 26.11 K |
| Debt | 1.676 K | 0.4% | 0 | 29 | -29 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
408,485
Holdings
149
QoQ value change ($000)
29,262
(7.7%)
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.