Rooted Wealth Advisors, Inc.
Rooted Wealth Advisors, Inc. reported 149 positions worth $408.5M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (13.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $56.8M | 13.90% | 82,649 | — | — | |
| ▸ 2 | IDMO | SH | $25.8M | 6.32% | 428,286 | — | — | |
| ▸ 3 | SPYG | SH | $22.7M | 5.56% | 190,829 | — | — | |
| ▸ 4 | DGRO | SH | $18.4M | 4.51% | 242,848 | — | — | |
| ▸ 5 | GTO | SH | $15.2M | 3.71% | 323,263 | — | — | |
| ▸ 6 | FBND | SH | $14.7M | 3.61% | 324,065 | — | — | |
| ▸ 7 | FDVV | SH | $14.2M | 3.47% | 235,327 | — | — | |
| ▸ 8 | QQQM | SH | $13.2M | 3.24% | 43,690 | — | — | |
| ▸ 9 | JEPI | SH | $11.1M | 2.71% | 195,739 | — | — | |
| ▸ 10 | VFMF | SH | $9.7M | 2.36% | 54,569 | — | — |
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Frequently Asked Questions
What stocks does Rooted Wealth Advisors, Inc. hold as of Q2 2026?
Rooted Wealth Advisors, Inc. reported 149 positions worth $408.5M in its Q2 2026 13F filing. Largest positions: VOO (13.9%), IDMO (6.3%), SPYG (5.6%), DGRO (4.5%) and GTO (3.7%).
What did Rooted Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rooted Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.