account_balance

Investment manager · 13F filer · SEC CIK 1731717

D.B. Root & Company, LLC

Reported value$463Mas of Sep 30, 2026
Positions195 5 new, 17 sold out
Top 10 weight52.4%JCPB alone is 16%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JCPB J P Morgan Exchange Traded F 16.4% Added +4%
SCHX Schwab Strategic Tr 9.0% Trimmed −4%
PYLD Pimco ETF Tr 7.5% Added +4%
VIG Vanguard Specialized Funds 4.0% Held
DFAI Dimensional ETF Trust 3.4% Added +2%
SCHB Schwab Strategic Tr 2.9% Held
AAPL Apple Inc. 2.9% Held
ZALT Innovator Etfs Trust 2.6% Held
SCHD Schwab Strategic Tr 1.9% Added +5%
BSTP Innovator Etfs Trust 1.8% Trimmed −2%
SCHG Schwab Strategic Tr 1.7% Trimmed −3%
IBUF Innovator Etfs Trust 1.6% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • VOE $1.76M
  • DDTZ $599K
  • DDFS $272K
  • IWD $264K
arrow_upwardAdded
  • XLV +223%
  • BJUL +165%
  • IJUL +164%
  • VCRM +163%
arrow_downwardTrimmed
  • DVYE −34%
  • IJJ −31%
  • VXUS −27%
  • CACI −12%
remove_circleSold out
  • XLB $727K
  • XLC $695K
  • BMAY $457K
  • IMAY $285K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist