Notify me when Rooted Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $355,468,579 | +$49,272,274 | -$31,165,950 | +$18,106,324 | VOO, IDMO, DGRO, SPYG, JEPI | 13F-HR | 09 Feb 2026, 11:15 |
| Q3 2025 | 128 | $327,937,140 | +$43,490,238 | -$20,946,435 | +$22,543,803 | VOO, DGRO, IDMO, SPYG, JEPI | 13F-HR | 20 Oct 2025, 11:39 |
| Q2 2025 | 107 | $289,295,433 | +$22,017,735 | -$1,476,258 | +$20,541,477 | VOO, DGRO, JEPI, SPYG, IXUS | 13F-HR | 14 Jul 2025, 13:19 |
| Q1 2025 | 92 | $232,106,057 | +$10,113,027 | -$10,747,687 | -$634,660 | VOO, DGRO, JEPI, GTO, IXUS | 13F-HR | 08 Apr 2025, 14:41 |
| Q4 2024 | 93 | $255,737,000 | +$44,286,519 | -$14,802,031 | +$29,484,488 | VOO, DGRO, JEPI, SPYG, IXUS | 13F-HR | 30 Jan 2025, 08:45 |
| Q3 2024 | 95 | $224,109,000 | +$42,713,582 | -$51,415,217 | -$8,701,635 | VOO, DGRO, OMFL, JEPI, IXUS | 13F-HR | 12 Nov 2024, 11:20 |
| Q2 2024 | 86 | $225,509,000 | +$21,779,132 | -$4,444,214 | +$17,334,918 | VOO, FBND, IXUS, OMFL, JEPI | 13F-HR | 25 Jul 2024, 16:23 |
| Q1 2024 | 82 | $202,926,000 | +$8,166,497 | -$3,382,188 | +$4,784,309 | VOO, FBND, OMFL, IXUS, JEPI | 13F-HR | 17 Apr 2024, 12:28 |
| Q4 2023 | 73 | $188,785,000 | +$23,927,697 | -$5,605,233 | +$18,322,464 | VOO, FBND, OMFL, IXUS, JEPI | 13F-HR | 07 Feb 2024, 15:17 |
| Q3 2023 | 74 | $162,382,000 | +$45,331,552 | -$31,393,234 | +$13,938,318 | VOO, FBND, OMFL, IXUS, JEPI | 13F-HR | 21 Nov 2023, 10:28 |
| Q2 2023 | 82 | $148,307,000 | +$90,193,571 | -$79,959,165 | +$10,234,406 | VOO, VYM, FBND, IXUS, IUSG | 13F-HR | 03 Aug 2023, 11:54 |
| Q1 2023 | 86 | $134,776,000 | +$21,139,499 | -$12,040,615 | +$9,098,884 | SPLG, SPAB, SPDW, VYM, SPYG | 13F-HR | 26 Apr 2023, 11:08 |
| Q4 2022 | 69 | $119,223,000 | $0 | $0 | $0 | SPLG, SPAB, SPDW, SPYG, DTD | 13F-HR | 13 Feb 2023, 12:49 |