13F Insight
DOSSIER · 13F-HR · Q1 2026

D.B. Root & Company, LLC

$419M in tracked AUM across 191 positions as of Q1 2026.

DR
CIK 0001731717 · last filed Mar 31, 2026
Total AUM
$419M
as of Q1 2026
Holdings
191
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

D.B. Root & Company, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$73M1.5M17.3%02
SCHX
SCHWAB STRATEGIC TR
$38M1.5M9.0%03
PYLD
PIMCO ETF TR
$32M1.2M7.6%04
VIG
VANGUARD SPECIALIZED FUNDS
$16M77K3.9%05
DFAI
DIMENSIONAL ETF TRUST
$14M353K3.3%06
SCHB
SCHWAB STRATEGIC TR
$12M461K2.8%07
ZALT
INNOVATOR ETFS TRUST
$10M321K2.5%08
AAPL
APPLE INC
$10M40K2.4%09
BSTP
INNOVATOR ETFS TRUST
$8M211K1.8%10
SCHG
SCHWAB STRATEGIC TR
$7M235K1.6%

Filing history

2026Q1Mar 31
$419M▲ 2.1%
191 positionsView →2025Q4Dec 31
$410M▲ 4.0%
188 positionsView →2025Q3Sep 30
$394M▲ 16.3%
182 positionsView →2025Q2Jun 30
$339M▲ 9.4%
190 positionsLocked2025Q1Mar 31
$310M▼ 1.5%
181 positionsLocked2024Q4Dec 31
$314M▲ 3.6%
184 positionsLocked2024Q3Sep 30
$303M▲ 3.5%
179 positionsLocked2024Q2Jun 30
$293M▼ 0.9%
184 positionsLocked2024Q1Mar 31
$296M▲ 7.3%
176 positionsLocked2023Q4Dec 31
$276M▲ 7.5%
165 positionsLocked2023Q3Sep 30
$257M▼ 3.0%
166 positionsLocked2023Q2Jun 30
$264M▲ 4.0%
170 positionsLocked
Showing 12 of 32