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

D.B. Root & Company, LLC

D.B. Root & Company's family office based in San Francisco, CA — $419M in tracked AUM across 191 positions as of Q1 2026.

DR
D.B. Root & Company·San Francisco, CA·Family Office
CIK 0001731717 · last filed Mar 31, 2026
Total AUM
$419M
▲ 4.4%
vs prior
Holdings
191
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · 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

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