D.B. Root & Company, LLC - Portfolio overview

D.B. Root & Company, LLC has 208 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 17.06%
2. SCHX - SCHWAB STRATEGIC TR, 8.87%
3. PYLD - PIMCO ETF TR, 7.47%

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

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