Roth Financial Partners LLC - Portfolio Stock Holdings
Roth Financial Partners LLC disclosed 37 stock positions in a recent SEC 13F filing. $334,701,003 of stock holdings were filed, with the largest holdings including IVV, IEFA, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $460,120,257 and has 4 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:
37Est. Stock Holding Value:
$334,701,003Top Stock Holdings By Sector
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Portfolio Stock Holdings - Roth Financial Partners LLC
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