account_balance
Investment manager · 13F filer · SEC CIK 2148496
Rose Capital Advisors LLC
Reported value$411Mas of Sep 30, 2026
Positions275 171 new, 3 sold out
Top 10 weight33.4%IVV alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.8%Added +79%
ACNAccenture PLC
4.0%Added +1710%
VEAVanguard Tax-Managed FDS
3.1%
AAPLApple Inc.
2.8%Added +25%
VBILVanguard Instl Index Fd
2.4%New
DYNFBlackRock ETF Trust
2.3%Added +242%
GOOGAlphabet Inc.
2.1%Added +29%
MSFTMicrosoft Corp
2.1%Added +81%
TOTLSsga Active ETF Tr
1.9%Added +8%
NVDANVIDIA Corp
1.8%Added +180%
BACBank of America Corp
1.7%
VBVanguard Index FDS
1.7%
IVViShares Tr
10.8%Added +79%
ACNAccenture PLC
4.0%
VEAVanguard Tax-Managed FDS
3.1%
AAPLApple Inc.
2.8%
VBILVanguard Instl Index Fd
2.4%
DYNFBlackRock ETF Trust
2.3%
TOTL1.9%
NVDABAC1.7%VB1.7%
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 10.8% Added +79%
ACN Accenture PLC 4.0% Added +1710%VEA Vanguard Tax-Managed FDS 3.1% Held
AAPL Apple Inc. 2.8% Added +25%VBIL Vanguard Instl Index Fd 2.4% New
DYNF BlackRock ETF Trust 2.3% Added +242%
GOOG Alphabet Inc. 2.1% Added +29%MSFT Microsoft Corp 2.1% Added +81%TOTL Ssga Active ETF Tr 1.9% Added +8%
NVDA NVIDIA Corp 1.8% Added +180%BAC Bank of America Corp 1.7% HeldVB Vanguard Index FDS 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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