Root Financial Partners, LLC holds a focused book of 3463 stocks worth $2.2B as of Q1 2026 (disclosed Apr 24, 2026, a ~45-day 13F lag). This quarter they opened Sprott Physical Gold And Sil and trimmed Nvidia Corp. Their largest long position is Dimensional US Eq MKT ETF at 20% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1977181/holdings"
Use Arkolith to show Root Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional U.S. Equity Market ETF ETF | $434.4M | 6.13M | 20.1% | ▲+15% Added · +805K sh | |
| 2 | Dimensional International Core Equity Market ETF ETF | $162.3M | 4.17M | 7.5% | ▲+5.0% Added · +199K sh | |
| 3 | Dimensional Short-Duration Fixed Income ETF ETF | $143.2M | 2.99M | 6.6% | ▲+20% Added · +507K sh | |
| 4 | Dimensional Core Fixed Income ETF ETF | $137.1M | 3.25M | 6.3% | ▲+20% Added · +547K sh | |
| 5 | Dimensional U.S. Small Cap ETF ETF | $112.8M | 1.59M | 5.2% | ▲+17% Added · +231K sh | |
| 6 | Dimensional US Large Cap Value ETF ETF | $112.3M | 3.14M | 5.2% | ▲+15% Added · +400K sh | |
| 7 | Dimensional Emerging Core Equity Market ETF ETF | $109.3M | 3.23M | 5.1% | ▲+6.4% Added · +195K sh | |
| 8 | Dimensional Ultrashort Fixed Income ETF ETF | $76.8M | 1.51M | 3.6% | ▲+18% Added · +229K sh | |
| 9 | Vanguard Growth ETF ETF | $53.3M | 122.0K | 2.5% | ▲+24% Added · +23K sh | |
| 10 | Dimensional US Real Estate ETF ETF | $50.1M | 2.12M | 2.3% | ▲+11% Added · +208K sh | |
| 11 | Dimensional US High Profitability ETF ETF | $48.6M | 1.32M | 2.2% | ▲+21% Added · +228K sh | |
| 12 | Dimensional International Value ETF ETF | $46.1M | 872.7K | 2.1% | ▲+5.7% Added · +47K sh | |
| 13 | Nvidia Corporation Com Stock | $42.8M | 245.4K | 2.0% | ▼−11% Reduced · −31K sh | |
| 14 | Vanguard Total Stock Market ETF ETF | $38.2M | 119.2K | 1.8% | ▲+24% Added · +23K sh | |
| 15 | Dimensional International Small Cap ETF ETF | $37.7M | 1.12M | 1.7% | ▲+7.9% Added · +82K sh | |
| 16 | Apple Inc Com Stock | $33.9M | 133.5K | 1.6% | ▲+1.8% Added · +2K sh | |
| 17 | Dimensional US Marketwide Value ETF ETF | $27.8M | 573.8K | 1.3% | ▼−13% Reduced · −89K sh | |
| 18 | Dimensional US Small Cap Value ETF ETF | $18.3M | 521.2K | 0.8% | ▼−16% Reduced · −96K sh | |
| 19 | Dimensional U.S. Core Equity 2 ETF ETF | $17.1M | 439.9K | 0.8% | ▲+3.1% Added · +13K sh | |
| 20 | Vanguard Total Bond Market ETF ETF | $13.7M | 185.6K | 0.6% | ▲+44% Added · +57K sh | |
| 21 | Microsoft Corp Com Stock | $13.0M | 35.0K | 0.6% | ▲+14% Added · +4K sh | |
| 22 | Vanguard Total International Stock ETF ETF | $11.8M | 153.3K | 0.5% | ▼−1.7% Reduced · −3K sh | |
| 23 | Vanguard S&P 500 ETF ETF | $10.0M | 16.8K | 0.5% | ▲+4.9% Added · +782 sh | |
| 24 | Dimensional US Core Equity Market ETF ETF | $9.9M | 219.8K | 0.5% | ▲+44% Added · +68K sh | |
| 25 | Vanguard Ftse Developed Markets ETF ETF | $9.6M | 150.5K | 0.4% | ▲+55% Added · +53K sh | |
| 26 | Broadcom Inc Com Stock | $9.6M | 31.0K | 0.4% | ▼−6.9% Reduced · −2K sh | |
| 27 | Ishares 0-3 Month Treasury Bond ETF ETF | $8.9M | 87.9K | 0.4% | ▲+4.7% Added · +4K sh | |
| 28 | Alphabet Inc Cap STK CL A Stock | $8.4M | 29.2K | 0.4% | ▼−3.9% Reduced · −1K sh | |
| 29 | Tesla Inc Com Stock | $7.8M | 20.9K | 0.4% | ▼−2.9% Reduced · −616 sh | |
| 30 | Amazon Com Inc Com Stock | $7.7M | 37.1K | 0.4% | ▼−7.0% Reduced · −3K sh | |
| 31 | Vanguard Short-Term Bond ETF ETF | $7.0M | 88.8K | 0.3% | ▲+104% Added · +45K sh | |
| 32 | Vanguard Small-Cap ETF ETF | $6.8M | 25.8K | 0.3% | ▲+31% Added · +6K sh | |
| 33 | Berkshire Hathaway Inc Del CL B New Stock | $6.7M | 13.9K | 0.3% | ▲+3.8% Added · +514 sh | |
| 34 | Vanguard Value ETF ETF | $6.6M | 33.4K | 0.3% | ▲+30% Added · +8K sh | |
| 35 | Dimensional Emerging Markets Value ETF ETF | $5.2M | 146.6K | 0.2% | ▼−18% Reduced · −31K sh | |
| 36 | Meta Platforms Inc CL A Stock | $5.1M | 8.8K | 0.2% | ▼−13% Reduced · −1K sh | |
| 37 | Vanguard Ftse Emerging Markets ETF ETF | $4.9M | 90.8K | 0.2% | ▲+29% Added · +21K sh | |
| 38 | Invesco QQQ Trust Series I ETF | $4.8M | 8.4K | 0.2% | ▲+1.7% Added · +141 sh | |
| 39 | Dimensional US Sustainability Core 1 ETF ETF | $4.7M | 114.1K | 0.2% | ▲+103% Added · +58K sh | |
| 40 | Alphabet Inc Cap STK CL C Stock | $4.7M | 16.3K | 0.2% | ▲+15% Added · +2K sh | |
| 41 | Ishares Short-Term National Muni Bond ETF ETF | $3.8M | 35.3K | 0.2% | ▲+19% Added · +6K sh | |
| 42 | Dimensional National Municipal Bond ETF ETF | $3.7M | 76.6K | 0.2% | ▲+19% Added · +12K sh | |
| 43 | Dimensional California Municipal Bond ETF ETF | $3.6M | 72.2K | 0.2% | ▲+33% Added · +18K sh | |
| 44 | Vanguard California Tax-Exempt Bond ETF ETF | $3.6M | 35.9K | 0.2% | ▲+42% Added · +11K sh | |
| 45 | Caterpillar Inc Com Stock | $3.5M | 5.0K | 0.2% | ▲+55% Added · +2K sh | |
| 46 | Vanguard Ultra-Short Bond ETF ETF | $3.3M | 66.7K | 0.2% | ▲+62% Added · +26K sh | |
| 47 | Dimensional International Core Equity 2 ETF ETF | $3.2M | 91.4K | 0.2% | ▲+25% Added · +18K sh | |
| 48 | Home Depot Inc Com Stock | $3.2M | 9.7K | 0.1% | ▼−17% Reduced · −2K sh | |
| 49 | State Street SPDR S&P 500 ETF ETF | $2.9M | 4.5K | 0.1% | ▲+27% Added · +949 sh | |
| 50 | Vanguard Real Estate ETF ETF | $2.8M | 31.1K | 0.1% | ▲+46% Added · +10K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 3,466 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 2,433 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 2,297 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 253 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 210 | $938.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 214 | $806.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 152 | $625.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 113 | $427.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 96 | $337.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 30, 2024 | 82 | $266.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 68 | $188.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 63 | $168.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 62 | $140.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.