Rooted Wealth Advisors, Inc.: 13F holdings
CIK 19637322026Q2
| Positions | 149 |
|---|---|
| Reported value | $408.5m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 82,649 | $56.8m | 13.9% |
| INVESCO EXCH TRADED FD TR II | 428,286 | $25.8m | 6.3% |
| SPYG SPDR SERIES TRUST | 190,829 | $22.7m | 5.6% |
| DGRO ISHARES TR | 242,848 | $18.4m | 4.5% |
| GTO INVESCO ACTIVELY MANAGED EXC | 323,263 | $15.2m | 3.7% |
| FBND FIDELITY MERRIMACK STR TR | 324,065 | $14.7m | 3.6% |
| FDVV FIDELITY COVINGTON TRUST | 235,327 | $14.2m | 3.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 43,690 | $13.2m | 3.2% |
| JEPI J P MORGAN EXCHANGE TRADED F | 195,739 | $11.1m | 2.7% |
| VANGUARD WELLINGTON FD | 54,569 | $9.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963732")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.