account_balance

Investment manager · 13F filer · SEC CIK 2124783

Roan Capital Partners

Reported value$137Mas of Sep 30, 2026
Positions78 3 new, 3 sold out
Top 10 weight44.2%AAPL alone is 9%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 9.0% Added +1097%
SPYM SPDR Series Trust 5.5% Added +12%
DON Wisdomtree Tr 4.5% Added +4%
SMLV SPDR Series Trust 4.0% Added +4%
SPYG SPDR Series Trust 4.0% Added +4%
SPSM SPDR Series Trust 3.6% Added +6%
SLYG SPDR Series Trust 3.5% Added +5%
GLDM World Gold Trust 3.4% Trimmed −8%
DIVO Amplify ETF Tr 3.4% Added +21%
SPSB SPDR Series Trust 3.3% Added +3%
SPIB SPDR Series Trust 3.1% Added +3%
MDY SPDR S&P Midcap 400 ETF Trust 2.8% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • ITM −9%
  • SCMB −9%
  • GLDM −8%
  • MUB −4%
remove_circleSold out
  • LHX $238K
  • WTPI $237K
  • LMUB $234K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist