Rooted Wealth Advisors, Inc. - Q12026 Holdings

Rooted Wealth Advisors, Inc. holds 144 stocks with a total portfolio value of $ 379.22M as of Q12026. In Q12026, Rooted Wealth Advisors, Inc. added 11 new positions, increased stakes in 77 stocks, reduced 49 holdings, and fully exited 5 positions. The largest holding is Vanguard Index Fds (VOO), representing 14.02% of the total portfolio.