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 $336.3M across 33 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($76.8M, 22.83%), IEFA ($73.8M, 21.93%), SPY ($37.5M, 11.14%), IJR ($29.4M, 8.73%), RSP ($24.1M, 7.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $76.8M | 22.83% | 102,531 | Added |
| 2 | IEFA | ISHARES TR | $73.8M | 21.93% | 763,649 | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $37.5M | 11.14% | 50,211 | Trimmed |
| 4 | IJR | ISHARES TR | $29.4M | 8.73% | 198,008 | Added |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $24.1M | 7.18% | 113,477 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $19.7M | 5.86% | 334,148 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $16.2M | 4.82% | 23,586 | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $12.1M | 3.60% | 239,104 | Added |
| 9 | IEMG | ISHARES INC | $11.5M | 3.43% | 139,413 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED INTL FD | $11.0M | 3.28% | 154,702 | Trimmed |
| 11 | VB | VANGUARD INDEX FDS | $3.4M | 1.02% | 11,300 | Trimmed |
| 12 | AAPL | APPLE INC | $3.1M | 0.92% | 10,645 | Hold |
| 13 | ACWI | ISHARES TR | $2.4M | 0.72% | 15,517 | Trimmed |
| 14 | CVX | CHEVRON CORPORATION | $2.2M | 0.65% | 13,193 | Added |
| 15 | SUB | ISHARES TR | $1.9M | 0.56% | 17,699 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.55% | 31,138 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.6M | 0.48% | 8,000 | Hold |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $871,365 | 0.26% | 1,500 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $728,854 | 0.22% | 5,331 | Hold |
| 20 | GOOG | ALPHABET INC | $706,660 | 0.21% | 2,000 | Hold |
| 21 | JPM | JPMORGAN CHASE & COM | $611,452 | 0.18% | 1,868 | Hold |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $618,662 | 0.18% | 2,200 | Trimmed |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $588,984 | 0.18% | 10,120 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $479,942 | 0.14% | 1,297 | Added |
| 25 | APA | APA CORPORATION | $455,296 | 0.14% | 13,979 | Added |
Source: SEC Form 13F filings · as of 2026-06-30