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Rothwell Investment Advisors, LLC - Portfolio Stock Holdings

Rothwell Investment Advisors, LLC disclosed 1140 stock positions in a recent SEC 13F filing. $186,875,846 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and GOOG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

Report Period:

Sept. 30, 2026

No. of Stocks:

1140

Est. Stock Holding Value:

$186,875,846

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Rothwell Investment Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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