Root Financial Partners, LLC

Q1 2026 13F Holdings

Location
Encinitas, CA
Holdings as of
3/31/2026
Value ($000)
$2,162,277
Num holdings
3,466
Date filed
4/24/2026
Form type
13F-HR
Prev filing
2/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type