13F Filings History of Root Financial Partners, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$1,935,390,891
Signature - Title
Alexandra Stickelman - COO / CCO
Location
Encinitas, CA
Summary
This page shows a list of all the recent 13F filings made by Root Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Root Financial Partners, LLC reported 2429 stock holdings with total value $1,935,390,891 as of Q4 2025. Top holdings included DFUS, DFAI, DFSD, DFCF, and DFAE.

Notify me when Root Financial Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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