account_balance
Investment manager · 13F filer · SEC CIK 1963732
Rooted Wealth Advisors, Inc.
Reported value$408Mas of Sep 30, 2026
Positions149 0 new, 0 sold out
Top 10 weight49.4%VOO alone is 14%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
13.9%
IDMOInvesco Exch Traded Fd Tr II
6.3%
SPYGSPDR Series Trust
5.6%
DGROiShares Tr
4.5%
GTOInvesco Actively Managed Exc
3.7%
FBNDFidelity Merrimack STR Tr
3.6%
FDVVFidelity Covington Trust
3.5%
QQQMInvesco Exch Traded Fd Tr II
3.2%
JEPIJ P Morgan Exchange Traded F
2.7%
VFMFVanguard Wellington Fd
2.4%
HYGHiShares U S ETF Tr
2.1%
VOVanguard Index FDS
2.1%
VOOVanguard Index FDS
13.9%
IDMOInvesco Exch Traded Fd Tr II
6.3%
SPYGSPDR Series Trust
5.6%
DGROiShares Tr
4.5%
GTOInvesco Actively Managed Exc
3.7%
FBNDFidelity Merrimack STR Tr
3.6%
FDVVFidelity Covington Trust
3.5%
QQQMInvesco Exch Traded Fd Tr II
3.2%
JEPI2.7%
VFMF
HYGH
VO2.1%
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
VOO Vanguard Index FDS 13.9% Held
IDMO Invesco Exch Traded Fd Tr II 6.3% Held
SPYG SPDR Series Trust 5.6% Held
DGRO iShares Tr 4.5% Held
GTO Invesco Actively Managed Exc 3.7% Held
FBND Fidelity Merrimack STR Tr 3.6% Held
FDVV Fidelity Covington Trust 3.5% Held
QQQM Invesco Exch Traded Fd Tr II 3.2% Held
JEPI J P Morgan Exchange Traded F 2.7% Held
VFMF Vanguard Wellington Fd 2.4% Held
HYGH iShares U S ETF Tr 2.1% Held
VO Vanguard Index FDS 2.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
None
remove_circleSold out
None
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