Long-term investor
Rooted Wealth Advisors, Inc. @rootedwealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963732).
Record
- Tracked since 2025-06-30 (472 days), 106 trades recorded
- Returns: week n/a · month n/a · 90 days +0.3% · 6 months +1.5% · 1 year +0.3% · all +0.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 13.9% · long · since 2025-06-30
- 46138E222 · 6.3% · long · since 2025-09-30
- 78464A409 · 5.6% · long · since 2025-06-30
- 46434V621 · 4.5% · long · since 2025-06-30
- 46090A804 · 3.7% · long · since 2025-06-30
- 316188309 · 3.6% · long · since 2025-06-30
- 316092840 · 3.5% · long · since 2025-12-31
- 46138G649 · 3.2% · long · since 2025-06-30
- 46641Q332 · 2.7% · long · since 2025-06-30
- 921935607 · 2.4% · long · since 2025-12-31
- 46431W606 · 2.1% · long · since 2025-06-30
- 922908629 · 2.1% · long · since 2025-06-30