account_balance
Investment manager · 13F filer · SEC CIK 2056510
Rossby Financial, LCC
Reported value$673Mas of Sep 30, 2026
Positions2,465 445 new, 124 sold out
Top 10 weight23.4%CVIE alone is 5%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CVIEMorgan Stanley ETF Trust
5.3%Added +8%
CVLCMorgan Stanley ETF Trust
3.6%Added +7%
AAPLApple Inc.
2.4%Added +45%
IVViShares Tr
2.4%Added +130%
NVDANVIDIA Corp
2.3%Added +32%
SMMDiShares Tr
1.9%Added +7%
MSFTMicrosoft Corp
1.7%Added +34%
VOOVanguard Index FDS
1.3%Added +9%
SPYSPDR S&P 500 ETF Trust
1.3%
FRDMEa Series Trust
1.3%Trimmed −29%
SCHGSchwab Strategic Tr
1.2%Trimmed −30%
IUSBiShares Tr
1.2%Added +343%
CVIEMorgan Stanley ETF Trust
5.3%Added +8%
CVLCMorgan Stanley ETF Trust
3.6%Added +7%
AAPLApple Inc.
2.4%Added +45%
IVViShares Tr
2.4%Added +130%
NVDANVIDIA Corp
2.3%+32%
SMMDiShares Tr
1.9%
MSFTMicrosoft Corp
1.7%
VOO1.3%
SPY1.3%FRDM1.3%
SCHG1.2%
IUSB1.2%
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
CVIE Morgan Stanley ETF Trust 5.3% Added +8%
CVLC Morgan Stanley ETF Trust 3.6% Added +7%
AAPL Apple Inc. 2.4% Added +45%IVV iShares Tr 2.4% Added +130%
NVDA NVIDIA Corp 2.3% Added +32%SMMD iShares Tr 1.9% Added +7%
MSFT Microsoft Corp 1.7% Added +34%VOO Vanguard Index FDS 1.3% Added +9%
SPY SPDR S&P 500 ETF Trust 1.3% HeldFRDM Ea Series Trust 1.3% Trimmed −29%
SCHG Schwab Strategic Tr 1.2% Trimmed −30%
IUSB iShares Tr 1.2% Added +343%
What changed
Biggest moves since Jun 30, 2026
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