D.B. Root & Company, LLC

Q3 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    182

  • Value ($000)

    $394,026

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001731717
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$66.11M
17 %

1,390,339

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$32.31M
8 %

1,226,697

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$27.44M
7 %

1,022,407

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$17.01M
4 %

78,818

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$13.82M
4 %

47,046

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$12.01M
3 %

467,013

A
AAPL

APPLE INC

COM
037833100
$10.70M
3 %

42,034

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$10.20M
3 %

280,599

Z
ZALT

INNOVATOR ETFS TRUST

U S EQ 10 BUFFER
45783Y442
$9.02M
2 %

282,959

B
BSTP

INNOVATOR ETFS TRUST

BUFFER STEP UP S
45783Y731
$7.85M
2 %

215,832

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