Institutions / D.B. Root & Company, LLC
D.B. Root & Company, LLC
CIK 1731717 · Institution · as of Dec 31, 2025
Portfolio value
$409.90M
Positions
188
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $71.50M | 17.4% |
| Schwab Strategic Tr | $39.29M | 9.6% |
| PIMCO ETF Tr | $30.83M | 7.5% |
| Vanguard Specialized Funds | $17.12M | 4.2% |
| Schwab Strategic Tr | $12.09M | 3.0% |
| Dimensional ETF Trust | $10.81M | 2.6% |
| Apple Inc. | $10.72M | 2.6% |
| Innovator Etfs Trust | $10.43M | 2.5% |
| Innovator Etfs Trust | $8.24M | 2.0% |
| Schwab Strategic Tr | $7.72M | 1.9% |
| Innovator Etfs Trust | $5.96M | 1.5% |
| iShares MSCI UAE ETF | $5.96M | 1.5% |
| Vanguard Index Fds | $5.78M | 1.4% |
| Dick's Sporting Goods Inc | $5.34M | 1.3% |
| Select Sector SPDR Tr | $5.06M | 1.2% |
| Vanguard Index Fds | $5.02M | 1.2% |
| SPDR Gold Tr | $5.02M | 1.2% |
| Schwab Strategic Tr | $4.95M | 1.2% |
| Microsoft Corp | $4.89M | 1.2% |
| Amazon.com Inc | $4.74M | 1.2% |
| NVIDIA Corp | $4.68M | 1.1% |
| Vanguard Index Fds | $4.48M | 1.1% |
| Thornburg ETF Tr | $4.30M | 1.0% |
| Automatic Data Processing Inc | $4.26M | 1.0% |
| Walmart Inc. | $3.58M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.