D.B. Root & Company, LLC — 13F holdings

D.B. Root & Company, LLC reported 207 holdings worth $471M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. JCPB J P MORGAN EXCHANGE TRADED F — $76.9M (16.3%)
  2. SCHX SCHWAB STRATEGIC TR — $42.7M (9.1%)
  3. PYLD PIMCO ETF TR — $35.0M (7.4%)
  4. VIG VANGUARD SPECIALIZED FUNDS — $18.9M (4.0%)
  5. DFAI DIMENSIONAL ETF TRUST — $15.2M (3.2%)
  6. SCHB Schwab Strategic Tr — $13.6M (2.9%)
  7. ZALT INNOVATOR ETFS TRUST — $11.6M (2.5%)
  8. AAPL APPLE INC — $11.5M (2.4%)
  9. VXUS VANGUARD STAR FDS — $9.56M (2.0%)
  10. BSTP INNOVATOR ETFS TRUST — $8.55M (1.8%)