Roth Financial Partners LLC
Roth Financial Partners LLC reported 33 positions worth $336.3M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVV (22.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $76.8M | 22.83% | 102,531 | — | — | |
| ▸ 2 | IEFA | SH | $73.8M | 21.93% | 763,649 | — | — | |
| ▸ 3 | SPY | SH | $37.5M | 11.14% | 50,211 | — | — | |
| ▸ 4 | IJR | SH | $29.4M | 8.73% | 198,008 | — | — | |
| ▸ 5 | RSP | SH | $24.1M | 7.18% | 113,477 | — | — | |
| ▸ 6 | VGIT | SH | $19.7M | 5.86% | 334,148 | — | — | |
| ▸ 7 | VOO | SH | $16.2M | 4.82% | 23,586 | — | — | |
| ▸ 8 | VTEB | SH | $12.1M | 3.60% | 239,104 | — | — | |
| ▸ 9 | IEMG | SH | $11.5M | 3.43% | 139,413 | — | — | |
| ▸ 10 | VEA | SH | $11.0M | 3.28% | 154,702 | — | — |
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Frequently Asked Questions
What stocks does Roth Financial Partners LLC hold as of Q2 2026?
Roth Financial Partners LLC reported 33 positions worth $336.3M in its Q2 2026 13F filing. Largest positions: IVV (22.8%), IEFA (21.9%), SPY (11.1%), IJR (8.7%) and RSP (7.2%).
What did Roth Financial Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Roth Financial Partners 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.