13F Insight
DOSSIER · 13F-HR · Q2 2026

D.B. Root & Company, LLC

$471M in tracked AUM across 207 positions as of Q2 2026.

DR
CIK 0001731717 · last filed Jun 30, 2026
Total AUM
$471M
as of Q2 2026
Holdings
207
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

D.B. Root & Company, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$77M1.6M16.3%02
SCHX
SCHWAB STRATEGIC TR
$43M1.5M9.1%03
PYLD
PIMCO ETF TR
$35M1.3M7.4%04
VIG
VANGUARD SPECIALIZED FUNDS
$19M80K4.0%05
DFAI
DIMENSIONAL ETF TRUST
$15M369K3.2%06
SCHB
SCHWAB STRATEGIC TR
$14M470K2.9%07
ZALT
INNOVATOR ETFS TRUST
$12M343K2.5%08
AAPL
APPLE INC
$11M40K2.4%09
VXUS
VANGUARD STAR FDS
$10M112K2.0%10
BSTP
INNOVATOR ETFS TRUST
$9M218K1.8%

Filing history

2026Q2Jun 30
$471M▲ 12.5%
207 positionsView →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 positionsLocked
Showing 12 of 33