account_balance
Investment manager · 13F filer · SEC CIK 1840888
Roth Financial Partners LLC
Reported value$335Mas of Sep 30, 2026
Positions37 4 new, 0 sold out
Top 10 weight92.1%IVV alone is 23%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
23.4%
IEFAiShares Tr
22.1%
SPYSPDR S&P 500 ETF Trust
11.2%Trimmed −2%
IJRiShares Tr
7.9%Trimmed −2%
RSPInvesco Exchange Traded Fd T
6.9%Trimmed −2%
VGITVanguard Scottsdale FDS
6.2%Added +10%
VOOVanguard Index FDS
4.8%Trimmed −3%
IEMGiShares Inc
3.4%
VEAVanguard Tax-Managed Intl Fd
3.2%
VTEBVanguard Mun Bd FDS
3.0%
VB0.9%
IVViShares Tr
23.4%
IEFAiShares Tr
22.1%
SPYSPDR S&P 500 ETF Trust
11.2%−2%
IJRiShares Tr
7.9%−2%
RSPInvesco Exchange Traded Fd T
6.9%
VGITVanguard Scottsdale FDS
6.2%
VOO4.8%
IEMG3.4%
VEA
AAPLVB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 23.4% Held
IEFA iShares Tr 22.1% Held
SPY SPDR S&P 500 ETF Trust 11.2% Trimmed −2%IJR iShares Tr 7.9% Trimmed −2%
RSP Invesco Exchange Traded Fd T 6.9% Trimmed −2%
VGIT Vanguard Scottsdale FDS 6.2% Added +10%
VOO Vanguard Index FDS 4.8% Trimmed −3%
IEMG iShares Inc 3.4% Held
VEA Vanguard Tax-Managed Intl Fd 3.2% Held
VTEB Vanguard Mun Bd FDS 3.0% Trimmed −10%
AAPL Apple Inc. 1.1% HeldVB Vanguard Index FDS 0.9% Held
What changed
Biggest moves since Jun 30, 2026
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