Rooted Wealth Advisors, Inc. - Q42025 Holdings

Rooted Wealth Advisors, Inc. holds 138 stocks with a total portfolio value of $ 355.47M as of Q42025. In Q42025, Rooted Wealth Advisors, Inc. added 16 new positions, increased stakes in 68 stocks, reduced 50 holdings, and fully exited 6 positions. The largest holding is Vanguard Index Fds (VOO), representing 14.51% of the total portfolio.