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Portfolio (Quarterly) Guide ↗

Rooted Wealth Advisors, Inc.

· CIK 0001963732
13F Portfolio $408M AUM 149 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 149 New
Page 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 2,460.0 $665K 0.16% NEW $270.26 -1.2%
82 DE DEERE CO Industrials 1,037.0 $658K 0.16% NEW $634.33 +0.0%
83 LIN LINDE PLC Basic Materials 1,221.0 $634K 0.15% NEW $518.94 -5.5%
84 NOW SERVICENOW INC Technology 6,307.0 $626K 0.15% NEW $99.28 +26.7%
85 MOAT VANECK ETF TRUST 6,022.0 $626K 0.15% NEW $103.96 +9.5%
86 ISTB ISHARES TR 12,713.0 $613K 0.15% NEW $48.25 -0.3%
87 APH AMPHENOL CORP Technology 3,369.0 $594K 0.14% NEW $176.32 -8.5%
88 QQQ INVESCO QQQ TR Financial Services 792.0 $584K 0.14% NEW $736.75 -3.4%
89 LMT LOCKHEED MARTIN CORP Industrials 1,129.0 $575K 0.14% NEW $509.46 +11.0%
90 TXN TEXAS INSTRS INC Technology 1,920.0 $572K 0.14% NEW $298.07 -12.2%
91 GS GOLDMAN SACHS GROUP INC Financial Services 540.0 $546K 0.13% NEW $1011.37 +2.9%
92 SHYG ISHARES TR 12,180.0 $517K 0.13% NEW $42.41 -0.2%
93 PANW PALO ALTO NETWORKS INC Technology 1,514.0 $516K 0.13% NEW $341.02 -0.5%
94 RTX RTX CORPORATION Industrials 2,659.0 $504K 0.12% NEW $189.70 +11.8%
95 KO COCA COLA CO Consumer Defensive 6,022.0 $489K 0.12% NEW $81.27 +10.8%
96 VST VISTRA CORP Utilities 2,952.0 $468K 0.12% NEW $158.63 -11.7%
97 PHM PULTE GROUP INC Consumer Cyclical 3,382.0 $464K 0.11% NEW $137.21 -5.2%
98 V VISA INC Financial Services 1,295.0 $444K 0.11% NEW $343.20 +11.9%
99 JNJ JOHNSON JOHNSON Healthcare 1,749.0 $444K 0.11% NEW $253.90 +6.3%
100 BAC BANK OF AMER CORP Financial Services 7,272.0 $414K 0.10% NEW $56.98 +9.2%
Page 5 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.0%
Industrials 12.4%
Consumer Cyclical 12.1%
Financial Services 12.0%
Communication Services 8.8%
Healthcare 6.5%
Consumer Defensive 4.9%
Utilities 1.6%
Energy 1.4%
Basic Materials 1.3%