Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001977181-26-000002
Filing Date
2026-04-24
Accepted
2026-04-24 16:26:52
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-04-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2062
2 13FAssetData_RootFi_42426.html INFORMATION TABLE  
2 13FAssetData_RootFi_42426.xml INFORMATION TABLE 1718547
  Complete submission text file 0001977181-26-000002.txt   1721787
Mailing Address 1106 2ND STREET SUITE 102 ENCINITAS CA 92024
Business Address 1106 2ND STREET SUITE 102 ENCINITAS CA 92024 (760) 452-0720
Root Financial Partners, LLC (Filer) CIK: 0001977181 (see all company filings)

EIN.: 822845333
Type: 13F-HR | Act: 34 | File No.: 028-23236 | Film No.: 26894585