Institutions / Roth Financial Partners LLC
Roth Financial Partners LLC
CIK 1840888 · Institution · as of Dec 31, 2025
Portfolio value
$303.12M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $66.48M | 21.9% |
| iShares Tr | $64.24M | 21.2% |
| SPDR S&P 500 ETF Tr | $36.22M | 11.9% |
| iShares Tr | $23.84M | 7.9% |
| Invesco Exchange Traded Fd T | $21.83M | 7.2% |
| Vanguard Index Fds | $19.62M | 6.5% |
| Vanguard Scottsdale Fds | $17.42M | 5.7% |
| Vanguard Mun Bd Fds | $11.93M | 3.9% |
| Vanguard Tax-Managed Intl Fd | $10.87M | 3.6% |
| iShares Inc | $9.34M | 3.1% |
| Vanguard Index Fds | $3.04M | 1.0% |
| Apple Inc. | $2.93M | 1.0% |
| iShares Tr | $2.21M | 0.7% |
| Vanguard Intl Equity Index F | $1.96M | 0.6% |
| iShares MSCI UAE ETF | $1.65M | 0.5% |
| NVIDIA Corp | $1.49M | 0.5% |
| Vanguard Scottsdale Fds | $1.01M | 0.3% |
| International Business Machines Corp | $947.9K | 0.3% |
| Broadcom Inc. | $796.0K | 0.3% |
| Exxon Mobil Corp | $641.5K | 0.2% |
| Alphabet Inc. | $627.6K | 0.2% |
| JPMorgan Chase & Co | $604.8K | 0.2% |
| Microsoft Corp | $529.1K | 0.2% |
| Amazon.com Inc | $512.4K | 0.2% |
| Vanguard Index Fds | $447.3K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.