ROI Financial Advisors, LLC - Portfolio Stock Holdings
ROI Financial Advisors, LLC disclosed 74 stock positions in a recent SEC 13F filing. $192,522,412 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and TSM. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $264,156,070 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
74Est. Stock Holding Value:
$192,522,412Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - ROI Financial Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...