account_balance
Investment manager · 13F filer · SEC CIK 2054149
Roxbury Financial LLC
Reported value$130Mas of Sep 30, 2026
Positions416 26 new, 20 sold out
Top 10 weight35.4%MSFT alone is 6%
FiledOct 11 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.6%
GOOGLAlphabet Inc.
4.8%
FBCGFidelity Blue Chip Growth ETF
4.0%
ONEQFidelity Nasdaq Composite Index ETF
3.5%Added +2%
AAPLApple Inc.
3.4%
IVViShares Core S&P 500 ETF
3.4%Added +3%
VVisa Inc.
3.2%Added +5%
AMZNAmazon.com Inc
3.1%
FSTAFidelity MSCI Consumer Staples Index ETF
2.3%Added +4%
JPMJPMorgan Chase & Co
2.2%
CATCaterpillar Inc
2.0%
WFCWells Fargo & Company
1.8%
MSFTMicrosoft Corp
5.6%
GOOGLAlphabet Inc.
4.8%
FBCGFidelity Blue Chip Growth ETF
4.0%
ONEQFidelity Nasdaq Composite Index ETF
3.5%+2%
AAPLApple Inc.
3.4%
IVViShares Core S&P 500 ETF
3.4%
VVisa Inc.
3.2%
AMZNAmazon.com Inc
3.1%
FSTAFidelity MSCI Consumer Staples Index ETF
2.3%
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
MSFT Microsoft Corp 5.6% HeldGOOGL Alphabet Inc. 4.8% Held
FBCG Fidelity Blue Chip Growth ETF 4.0% Held
ONEQ Fidelity Nasdaq Composite Index ETF 3.5% Added +2%
AAPL Apple Inc. 3.4% HeldIVV iShares Core S&P 500 ETF 3.4% Added +3%
V Visa Inc. 3.2% Added +5%AMZN Amazon.com Inc 3.1% HeldFSTA Fidelity MSCI Consumer Staples Index ETF 2.3% Added +4%
JPM JPMorgan Chase & Co 2.2% HeldCAT Caterpillar Inc 2.0% HeldWFC Wells Fargo & Company 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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