Universe · entity
Roth Financial Partners LLC
Institutional manager (13F) · CIK 1840888
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $293M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $67M | 740,675 |
| 2 | ISHARES TR | $64M | 97,644 |
| 3 | SPDR S&P 500 ETF TR | $33M | 50,382 |
| 4 | ISHARES TR | $24M | 194,116 |
| 5 | INVESCO EXCHANGE TRADED FD T | $21M | 109,845 |
| 6 | VANGUARD SCOTTSDALE FDS | $17M | 283,183 |
| 7 | VANGUARD INDEX FDS | $14M | 23,960 |
| 8 | VANGUARD MUN BD FDS | $12M | 232,030 |
| 9 | VANGUARD TAX-MANAGED INTL FD | $10M | 154,772 |
| 10 | ISHARES INC | $10M | 139,749 |
| 11 | VANGUARD INDEX FDS | $3M | 11,385 |
| 12 | CHEVRON CORPORATION | $3M | 13,090 |
| 13 | APPLE INC | $3M | 10,645 |
| 14 | ISHARES TR | $2M | 15,535 |
| 15 | VANGUARD INTL EQUITY INDEX F | $2M | 31,162 |
| 16 | ISHARES TR | $2M | 15,360 |
| 17 | NVIDIA CORPORATION | $1M | 8,000 |
| 18 | EXXON MOBIL CORP | $904k | 5,331 |
| 19 | INTERNATIONAL BUSINESS MACHS | $776k | 3,200 |
| 20 | APA CORPORATION | $591k | 13,931 |
| 21 | ALPHABET INC | $574k | 2,000 |
| 22 | JPMORGAN CHASE & COM | $549k | 1,868 |
| 23 | VANGUARD SCOTTSDALE FDS | $432k | 7,375 |
| 24 | AMAZON COM INC | $417k | 2,000 |
| 25 | ADVANCED MICRO DEVICES INC | $407k | 2,000 |
| 26 | MICROSOFT CORP | $405k | 1,094 |
| 27 | VANGUARD INDEX FDS | $397k | 1,237 |
| 28 | SCHLUMBERGER LTD | $355k | 6,900 |
| 29 | META PLATFORMS INC | $264k | 462 |
| 30 | BROADCOM | $241k | 780 |
| 31 | VANGUARD STAR FDS | $232k | 3,012 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.