Rooted Wealth Advisors, Inc. - Portfolio overview

Rooted Wealth Advisors, Inc. has 152 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.86%
2. IDMO - INVESCO EXCH TRADED FD TR II, 5.90%
3. SPYG - SPDR SERIES TRUST, 5.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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