account_balance
Investment manager · 13F filer · SEC CIK 2011633
ROI Financial Advisors, LLC
Reported value$193Mas of Sep 30, 2026
Positions72 4 new, 2 sold out
Top 10 weight52.6%NVDA alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.7%Trimmed −3%
AAPLApple Inc.
6.3%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.9%Trimmed −2%
GOOGLAlphabet Inc.
5.7%Trimmed −3%
LLYELI Lilly & Co
5.5%Trimmed −3%
AVGOBroadcom Inc.
5.1%Trimmed −8%
PANWPalo Alto Networks Inc
5.0%Trimmed −7%
AMZNAmazon.com Inc
4.1%
MSFTMicrosoft Corp
4.1%
COSTCostco Wholesale Corp
4.0%
VVisa Inc.
3.2%Trimmed −2%
GLDSPDR Gold Trust
3.1%
NVDANVIDIA Corp
6.7%−3%
AAPLApple Inc.
6.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.9%
GOOGLAlphabet Inc.
5.7%Trimmed −3%
LLYELI Lilly & Co
5.5%Trimmed −3%
AVGOBroadcom Inc.
5.1%Trimmed −8%
PANWPalo Alto Networks Inc
5.0%
AMZNAmazon.com Inc
4.1%
MSFTMicrosoft Corp
4.1%
COSTCostco Wholesale Corp
4.0%
VVisa Inc.
3.2%
GLDSPDR Gold Trust
3.1%
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
NVDA NVIDIA Corp 6.7% Trimmed −3%AAPL Apple Inc. 6.3% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.9% Trimmed −2%GOOGL Alphabet Inc. 5.7% Trimmed −3%LLY ELI Lilly & Co 5.5% Trimmed −3%AVGO Broadcom Inc. 5.1% Trimmed −8%PANW Palo Alto Networks Inc 5.0% Trimmed −7%AMZN Amazon.com Inc 4.1% HeldMSFT Microsoft Corp 4.1% HeldCOST Costco Wholesale Corp 4.0% HeldV Visa Inc. 3.2% Trimmed −2%GLD SPDR Gold Trust 3.1% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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