Rooted Wealth Advisors, Inc.

All 13F Filings

Location
Bourbonnais, IL
CIK
0001963732
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000196373226000002 Q1 2026 144 379,222,872 13F-HR 4/21/2026 Rooted Wealth Advisors, Inc.