Roth Financial Partners LLC Top Holdings and 13F Report (2026) About Roth Financial Partners LLCInvestment ActivityRoth Financial Partners LLC has $292.87 million in total holdings as of March 31, 2026.Roth Financial Partners LLC owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 3.95% of the portfolio was sold this quarter.This quarter, Roth Financial Partners LLC has purchased 32 new stocks and bought additional shares in 3 stocks.Roth Financial Partners LLC sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $67,050,397iShares Core S&P 500 ETF $63,778,107SPDR S&P 500 ETF Trust $32,697,002iShares Core S&P Small-Cap ETF $24,115,028Invesco S&P 500 Equal Weight ETF $21,071,119 Largest New Holdings this Quarter 166764100 - Chevron $2,708,321 Holding Largest Purchases this Quarter Chevron 13,090 shares (about $2.71M)iShares Core S&P 500 ETF 3,860 shares (about $2.52M)APA 1,961 shares (about $83.22K)iShares Core MSCI Emerging Markets ETF 762 shares (about $53.09K) Largest Sales this Quarter Vanguard S&P 500 ETF 7,325 shares (about $4.38M)SPDR S&P 500 ETF Trust 2,697 shares (about $1.75M)Vanguard FTSE Developed Markets ETF 19,090 shares (about $1.22M)Invesco S&P 500 Equal Weight ETF 4,083 shares (about $783.23K)Vanguard Short-Term Treasury ETF 9,876 shares (about $578.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoth Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$67,050,397$220,703 â–¼-0.3%740,67522.9%ETFIVViShares Core S&P 500 ETF$63,778,107$2,521,235 â–²4.1%97,64421.8%ETFSPYSPDR S&P 500 ETF Trust$32,697,002$1,750,304 â–¼-5.1%50,38211.2%FinanceIJRiShares Core S&P Small-Cap ETF$24,115,028$516,673 â–¼-2.1%194,1168.2%ETFRSPInvesco S&P 500 Equal Weight ETF$21,071,119$783,225 â–¼-3.6%109,8457.2%ETFVGITVanguard Intermediate-Term Treasury ETF$16,863,456$448,826 â–¼-2.6%283,1835.8%ETFVOOVanguard S&P 500 ETF$14,317,298$4,377,054 â–¼-23.4%23,9604.9%ETFVTEBVanguard Tax-Exempt Bond ETF$11,574,495$260,891 â–¼-2.2%232,0304.0%ETFVEAVanguard FTSE Developed Markets ETF$9,866,743$1,216,991 â–¼-11.0%154,7723.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,735,987$53,087 â–²0.5%139,7493.3%ETFVBVanguard Small-Cap ETF$2,981,959$100,839 â–¼-3.3%11,3851.0%ETFCVXChevron$2,708,321$2,708,321 â–²New Holding13,0900.9%EnergyAAPLApple$2,701,595$30,455 â–¼-1.1%10,6450.9%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,149,578$6,919 â–¼-0.3%15,5350.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,684,306$281,871 â–¼-14.3%31,1620.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,635,840$11,183 â–¼-0.7%15,3600.6%ETFNVDANVIDIA$1,395,2000.0%8,0000.5%Computer and TechnologyXOMExxonMobil$904,4570.0%5,3310.3%EnergyIBMInternational Business Machines$775,6480.0%3,2000.3%Computer and TechnologyAPAAPA$591,232$83,225 â–²16.4%13,9310.2%EnergyGOOGAlphabet$573,7200.0%2,0000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$549,491$2,647 â–¼-0.5%1,8680.2%FinanceVGSHVanguard Short-Term Treasury ETF$431,733$578,142 â–¼-57.2%7,3750.1%ETFAMZNAmazon.com$416,540$45,819 â–¼-9.9%2,0000.1%Retail/WholesaleAMDAdvanced Micro Devices$406,8600.0%2,0000.1%Computer and TechnologyMSFTMicrosoft$404,9660.0%1,0940.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$396,842$31,119 â–¼-7.3%1,2370.1%ETFSLBSLB$354,5910.0%6,9000.1%EnergyMETAMeta Platforms$264,3240.0%4620.1%Computer and TechnologyAVGOBroadcom$241,418$470,456 â–¼-66.1%7800.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$232,255$13,803 â–¼-5.6%3,0120.1%ETFCDNSCadence Design Systems$0$218,806 â–¼-100.0%00.0%Computer and TechnologyREDDIT INC$0$206,883 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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