Root Financial Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The report lists 110 separate positions held by the firm, managed by Alexandra Stickelman.
The largest position disclosed in the filing is Johnson & Johnson, with 3,273,364 shares valued at $12,364,000. The firm also holds significant positions in Costco Wholesale Corporation with 2,446,044 shares valued at $2,686,000, and Vanguard Morningstar Total Stock Market ETF with 47,064,252 shares valued at $12,575,900.
The filing details a diverse portfolio across various sectors. Notable holdings include Monster Beverage Corporation with 422,394 shares valued at $10,148,000, and Wynn Resorts Ltd. with 466,572 shares valued at $5,874,000. The firm also lists positions in Procter & Gamble Co. with 1,078,186 shares valued at $7,421,000, and Amazon.com Inc. with 11,853,791 shares valued at $4,757,700.
The filing includes a mix of individual stocks and exchange-traded funds (ETFs). Specific individual stock positions include Under Armour Inc. (853 shares), Starbucks Corp. (313,0 shares), and Block Inc. (1,219 shares). ETF holdings include the Vanguard Energy ETF (117,196 shares), the ISHARES GOLD TRUST (480,784 shares), and the State Street SPDR Portfolio Aggregate Bond ETF (668 shares).
