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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

GOOGL holding history

Alphabet Inc. in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOOGL overviewAll 13F holders of GOOGLFull Q2 2026 holdings

Shares (Q2 2026)
7,936
Value
$2.84M
% of portfolio
0.7%
Quarters held
15
Since Q4 2022
Holdings of GOOGL by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,936$2.84M0.7%+394+5.2%AddedHolders
Q1 20267,542$2.54M0.7%+1,893+33.5%AddedHolders
Q4 20255,649$1.88M0.5%+230+4.2%AddedHolders
Q3 20255,419$1.33M0.4%−551−9.2%ReducedHolders
Q2 20255,970$1.08M0.4%+77+1.3%AddedHolders
Q1 20255,893$858.0K0.4%−53−0.9%ReducedHolders
Q4 20245,946$1.16M0.5%−531−8.2%ReducedHolders
Q3 20246,477$1.06M0.5%−119−1.8%ReducedHolders
Q2 20246,596$1.17M0.5%+115+1.8%AddedHolders
Q1 20246,481$1.00M0.5%−354−5.2%ReducedHolders
Q4 20236,835$985.0K0.5%+641+10.3%AddedHolders
Q3 20236,194$838.0K0.5%+1,159+23.0%AddedHolders
Q2 20235,035$613.0K0.4%−24−0.5%ReducedHolders
Q1 20235,059$551.0K0.4%−437−8.0%ReducedHolders
Q4 20225,496$485.0K0.4%–No prior filingHolders