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