13F Filings History of Root Financial Partners, LLC
- Latest 13F filing
- Q2 2026 - 29 Jul 2026
- Latest reported 13F value
- $2,573,709,016
- Largest 13F holdings
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DFUS DFAS DFAI DFLV DFSD DFCF DFAE DUSB DUHP DFIV VUG DFAR
+8 more
DFIS DFEV NVDA VTI AAPL DFUV DFAC MSFT - Form 13F summary
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- Root Financial Partners, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Root Financial Partners, LLC reported 407 equity holdings with a total reported market value of $2,573,709,016 for Q2 2026. Top reported holdings included DFUS, DFAS, DFAI, DFLV, and DFSD.
- Manager signature
- Alexandra Stickelman - CCO
- Manager location
- Encinitas, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$2,573,709,016
Quarter delta
+$411,432,349
Accepted
29 Jul 2026, 13:22
Rows shown
1-14 of 14
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 407 | $2,573,709,016 | +$441,855,388 | -$199,973,859 | +$241,881,529 | DFUS, DFAS, DFAI, DFLV, DFSD | 13F-HR | 29 Jul 2026, 13:22 |
| Q1 2026 | 3,463 | $2,162,276,667 | +$287,347,455 | -$38,187,722 | +$249,159,733 | DFUS, DFAI, DFSD, DFCF, DFAS | 13F-HR | 24 Apr 2026, 16:26 |
| Q4 2025 | 2,429 | $1,935,390,891 | +$328,897,779 | -$48,791,354 | +$280,106,425 | DFUS, DFAI, DFSD, DFCF, DFAE | 13F-HR | 10 Feb 2026, 15:28 |
| Q3 2025 | 2,293 | $1,622,831,899 | +$533,336,266 | -$13,502,933 | +$519,833,333 | DFUS, DFAI, DFSD, DFCF, DFAE | 13F-HR | 29 Oct 2025, 15:03 |
| Q2 2025 | 253 | $1,034,692,491 | +$127,514,178 | -$100,458,666 | +$27,055,512 | DFUS, DFAI, DFSD, DFCF, DFAE | 13F-HR | 11 Aug 2025, 10:33 |
| Q1 2025 | 210 | $938,159,272 | +$171,870,173 | -$32,542,878 | +$139,327,295 | DFUS, DFAI, DFUV, DFAE, DFCF | 13F-HR | 24 Apr 2025, 19:05 |
| Q4 2024 | 214 | $806,632,640 | +$207,467,514 | -$13,351,286 | +$194,116,228 | DFUS, DFAI, DFUV, DFAE, DFSV | 13F-HR | 29 Jan 2025, 21:48 |
| Q3 2024 | 152 | $625,062,443 | +$177,895,999 | -$5,003,985 | +$172,892,014 | DFUS, DFAI, DFUV, DFAE, DFCF | 13F-HR | 31 Oct 2024, 17:34 |
| Q2 2024 | 113 | $427,202,351 | +$97,054,480 | -$8,206,599 | +$88,847,881 | DFUS, DFAI, DFUV, DFAE, DFCF | 13F-HR | 02 Aug 2024, 17:38 |
| Q1 2024 | 96 | $337,197,610 | +$62,364,799 | -$6,275,886 | +$56,088,913 | DFUS, DFAI, DFUV, DFCF, DFAC | 13F-HR | 24 Apr 2024, 09:31 |
| Q4 2023 | 82 | $266,190,526 | +$60,231,652 | -$655,938 | +$59,575,714 | DFUS, DFAI, DFCF, DFAC, DFAE | 13F-HR | 29 Jan 2024, 18:45 |
| Q3 2023 | 68 | $188,837,131 | +$29,510,015 | -$2,822,139 | +$26,687,876 | DFUS, DFAI, DFAC, DFCF, DFAE | 13F-HR | 19 Oct 2023, 11:57 |
| Q2 2023 | 63 | $167,999,432 | +$29,566,527 | -$7,213,073 | +$22,353,454 | DFUS, DFAI, DFAC, DFCF, DFAE | 13F-HR | 26 Jul 2023, 20:39 |
| Q1 2023 | 62 | $140,192,086 | $0 | $0 | $0 | DFAI, DFUS, DFAC, DFCF, DFAE | 13F-HR | 11 May 2023, 21:09 |