Roof Eidam Maycock Peralta, LLC

CIK 0001028874 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Roof Eidam Maycock Peralta, LLC reported 127 positions worth $507.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VEA (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$507.7M
2026 Q2
Positions
127
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.9%
Est. Net Flow (Q)
2026 Q2
10 / 127 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$53.1M10.46%745,582
2JPSTJ P MORGAN EXCHANGE TRADED FSH$33.9M6.68%670,922
3JQUAJ P MORGAN EXCHANGE TRADED FSH$24.8M4.89%343,162
4VIGVANGUARD SPECIALIZED FUNDSSH$23.3M4.60%98,637
5VUGVANGUARD INDEX FDSSH$22.7M4.47%263,185
6VBVANGUARD INDEX FDSSH$22.6M4.45%74,582
7IVVISHARES TRSH$17.4M3.42%23,215
8QQQINVESCO QQQ TRSH$17.0M3.35%23,097
9AAPLAPPLE INCSH$16.8M3.31%58,015
10VOVANGUARD INDEX FDSSH$16.7M3.28%206,711

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Roof Eidam Maycock Peralta, LLC hold as of Q2 2026?

Roof Eidam Maycock Peralta, LLC reported 127 positions worth $507.7M in its Q2 2026 13F filing. Largest positions: VEA (10.5%), JPST (6.7%), JQUA (4.9%), VIG (4.6%) and VUG (4.5%).

What did Roof Eidam Maycock Peralta, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Roof Eidam Maycock Peralta, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.