Root Financial Partners, LLC
All 13F Filings
- Location
- Encinitas, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,573,863
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/29/2026 | 410 | 2,573,863 | 13F-HR | Root Financial Partners, LLC |
| Q1 2026 | 4/24/2026 | 3,466 | 2,162,277 | 13F-HR | Root Financial Partners, LLC |
| Q4 2025 | 2/10/2026 | 2,433 | 1,956,907 | 13F-HR | Root Financial Partners, LLC |
| Q3 2025 | 10/29/2025 | 2,297 | 1,622,832 | 13F-HR | Root Financial Partners, LLC |
| Q2 2025 | 8/11/2025 | 253 | 1,034,692 | 13F-HR | Root Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
154
(0.0% of total reported value)
· QoQ Δ:
+154
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 293.8 K | 11.4% | 0 | 805 | -805 |
| ETFs | 2.28 M | 88.6% | 412.3 K | 0 | 412.3 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,573,863
Holdings
410
QoQ value change ($000)
411,586
(19.0%)
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.