SEC Form 13F

Rooted Wealth Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$408,484,924
Positions149

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOSP 500 ETF SHS$56,764,31882,649
INVESCO EXCH TRADED FD TR IIIDMOSP INTL MOMNT$25,821,338428,286
SPDR SERIES TRUSTSPYGST STR P500GRW$22,706,751190,829
ISHARES TRDGROCORE DIV GRWTH$18,405,483242,848
INVESCO ACTIVELY MANAGED EXCGTOTOTAL RETURN$15,151,337323,263
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$14,741,705324,065
FIDELITY COVINGTON TRUSTFDVVHIGH DIVID ETF$14,187,868235,327
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$13,236,77143,690
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$11,055,337195,739
VANGUARD WELLINGTON FDVFMFUS MULTIFACTOR$9,657,14854,569

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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