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.
Roth Financial Partners LLC (CIK 1840888) reported $292.9M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($67.1M, 22.89%), IVV ($63.8M, 21.78%), SPY ($32.7M, 11.16%), IJR ($24.1M, 8.23%), RSP ($21.1M, 7.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $67.1M | 22.89% | 740,675 | Trimmed |
| 2 | IVV | ISHARES TR | $63.8M | 21.78% | 97,644 | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $32.7M | 11.16% | 50,382 | Trimmed |
| 4 | IJR | ISHARES TR | $24.1M | 8.23% | 194,116 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $21.1M | 7.19% | 109,845 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $16.9M | 5.76% | 283,183 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $14.3M | 4.89% | 23,960 | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $11.6M | 3.95% | 232,030 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED INTL FD | $9.9M | 3.37% | 154,772 | Trimmed |
| 10 | IEMG | ISHARES INC | $9.7M | 3.32% | 139,749 | Added |
| 11 | VB | VANGUARD INDEX FDS | $3.0M | 1.02% | 11,385 | Trimmed |
| 12 | CVX | CHEVRON CORPORATION | $2.7M | 0.92% | 13,090 | New |
| 13 | AAPL | APPLE INC | $2.7M | 0.92% | 10,645 | Trimmed |
| 14 | ACWI | ISHARES TR | $2.1M | 0.73% | 15,535 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.58% | 31,162 | Trimmed |
| 16 | SUB | ISHARES TR | $1.6M | 0.56% | 15,360 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.4M | 0.48% | 8,000 | Hold |
| 18 | XOM | EXXON MOBIL CORP | $904,457 | 0.31% | 5,331 | Hold |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $775,648 | 0.26% | 3,200 | Hold |
| 20 | APA | APA CORPORATION | $591,232 | 0.20% | 13,931 | Added |
| 21 | GOOG | ALPHABET INC | $573,720 | 0.20% | 2,000 | Hold |
| 22 | JPM | JPMORGAN CHASE & COM | $549,491 | 0.19% | 1,868 | Trimmed |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $431,733 | 0.15% | 7,375 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $404,966 | 0.14% | 1,094 | Hold |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $406,860 | 0.14% | 2,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31