Rooted Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Bourbonnais, IL
Holdings as of
3/31/2026
Value ($000)
$379,222,872
Num holdings
144
Date filed
4/21/2026
Form type
13F-HR
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Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type