Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rossby Financial, LCC (CIK 2056510) reported $489.4M across 2,221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVIE ($26.7M, 5.45%), CVLC ($17.7M, 3.62%), SMMD ($9.7M, 1.99%), FRDM ($9.2M, 1.88%), NVDA ($8.2M, 1.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVIE | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | $26.7M | 5.45% | 360,720 | Added |
| 2 | CVLC | CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | $17.7M | 3.62% | 219,195 | Added |
| 3 | SMMD | ISHARES RUSSELL 2500 ETF | $9.7M | 1.99% | 126,214 | Added |
| 4 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $9.2M | 1.88% | 164,424 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION COM | $8.2M | 1.67% | 46,389 | Added |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | $7.6M | 1.55% | 11,586 | Added |
| 7 | AAPL | APPLE INC COM | $7.5M | 1.54% | 29,496 | Added |
| 8 | VOO | VANGUARD S&P 500 ETF | $7.4M | 1.51% | 12,304 | Added |
| 9 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $7.2M | 1.46% | 93,053 | Added |
| 10 | GRNB | VANECK GREEN BOND ETF | $6.3M | 1.29% | 264,704 | Trimmed |
| 11 | SLV | ISHARES SILVER TRUST | $6.3M | 1.28% | 92,193 | Added |
| 12 | VDC | VANGUARD CONSUMER STAPLES ETF | $5.7M | 1.16% | 25,288 | Trimmed |
| 13 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $5.7M | 1.16% | 119,307 | Added |
| 14 | VUG | VANGUARD GROWTH ETF | $5.5M | 1.13% | 12,500 | Added |
| 15 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.5M | 1.13% | 187,733 | Added |
| 16 | MSFT | MICROSOFT CORP COM | $5.4M | 1.11% | 14,662 | Added |
| 17 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5.2M | 1.06% | 27,025 | Added |
| 18 | IVV | ISHARES CORE S&P 500 ETF | $5.0M | 1.02% | 7,586 | Added |
| 19 | PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $4.8M | 0.98% | 195,960 | Trimmed |
| 20 | GOOG | ALPHABET INC CAP STK CL C | $4.8M | 0.97% | 16,135 | Added |
| 21 | FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $4.6M | 0.94% | 168,076 | New |
| 22 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4.4M | 0.91% | 55,922 | Added |
| 23 | IJH | ISHARES CORE S&P MID-CAP ETF | $4.4M | 0.89% | 64,031 | Trimmed |
| 24 | GLD | SPDR GOLD SHARES | $4.1M | 0.84% | 9,424 | Added |
| 25 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $4.1M | 0.83% | 27,565 | Added |
Source: SEC Form 13F filings · as of 2026-03-31