Managers / Q4 2024 · view latest →
Root Financial Partners, LLC
CIK 0001977181 · 1106 2ND STREET, SUITE 102, ENCINITAS, CA, 92024 · (760) 452-0720
Reported Value
$807M
Q4 2024
Positions
214
Filings on Record
13
2019–present window
Filed
Jan 30, 2025
original filing
Summary
Root Financial Partners, Llc reported $807M in U.S.-listed holdings across 214 positions for Q4 2024.
Its largest position, DFUS, represents 18.3% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.2B | 3,466 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.0B | 2,433 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.6B | 2,297 | Oct 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 253 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $938M | 210 | Apr 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $807M | 214 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $625M | 152 | Nov 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $427M | 113 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $337M | 96 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $266M | 82 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $189M | 68 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $168M | 63 | Jul 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $140M | 62 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.