Roth Financial Partners LLC Top Holdings and 13F Report (2025) About Roth Financial Partners LLCInvestment ActivityRoth Financial Partners LLC has $277.41 million in total holdings as of June 30, 2025.Roth Financial Partners LLC owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.25% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, Roth Financial Partners LLC has purchased 31 new stocks and bought additional shares in 9 stocks.Roth Financial Partners LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $62,514,749iShares Core S&P 500 ETF $57,690,303SPDR S&P 500 ETF Trust $33,310,494iShares Core S&P Small-Cap ETF $21,292,752Vanguard S&P 500 ETF $18,442,230 Largest New Holdings this Quarter 127387108 - Cadence Design Systems $215,705 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,603 shares (about $2.61M)Vanguard Intermediate-Term Treasury ETF 21,975 shares (about $1.31M)iShares Core S&P Small-Cap ETF 11,214 shares (about $1.23M)iShares Short-Term National Muni Bond ETF 3,957 shares (about $420.79K)iShares Core MSCI Emerging Markets ETF 3,904 shares (about $234.32K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 22,510 shares (about $1.10M)iShares Core S&P 500 ETF 1,036 shares (about $643.25K)iShares Core MSCI EAFE ETF 4,866 shares (about $406.21K)Vanguard Small-Cap ETF 1,542 shares (about $365.42K)SPDR S&P 500 ETF Trust 539 shares (about $332.91K) 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$62,514,749$406,214 ▼-0.6%748,85922.5%ETFIVViShares Core S&P 500 ETF$57,690,303$643,252 ▼-1.1%92,91420.8%ETFSPYSPDR S&P 500 ETF Trust$33,310,494$332,907 ▼-1.0%53,93212.0%FinanceIJRiShares Core S&P Small-Cap ETF$21,292,752$1,225,628 ▲6.1%194,8207.7%ETFVOOVanguard S&P 500 ETF$18,442,230$2,614,642 ▲16.5%32,4676.6%ETFRSPInvesco S&P 500 Equal Weight ETF$18,049,667$145,738 ▲0.8%99,3286.5%ETFVGITVanguard Intermediate-Term Treasury ETF$16,473,947$1,314,325 ▲8.7%275,4385.9%ETFVTEBVanguard Tax-Exempt Bond ETF$12,510,379$1,103,595 ▼-8.1%255,1744.5%ETFVEAVanguard FTSE Developed Markets ETF$9,974,811$43,136 ▲0.4%175,0483.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,535,283$234,322 ▲2.8%142,2053.1%ETFVBVanguard Small-Cap ETF$2,864,614$365,423 ▼-11.3%12,0881.0%ETFAAPLApple$2,208,6550.0%10,7650.8%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,026,222$5,916 ▼-0.3%15,7560.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$1,782,934$105,449 ▼-5.6%36,0480.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,470,682$420,787 ▲40.1%13,8300.5%ETFNVDANVIDIA$1,263,9200.0%8,0000.5%Computer and TechnologyIBMInternational Business Machines$943,2960.0%3,2000.3%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$851,193$13,225 ▲1.6%14,4810.3%ETFAVGOBroadcom$633,9950.0%2,3000.2%Computer and TechnologyXOMExxon Mobil$574,7900.0%5,3320.2%EnergyMSFTMicrosoft$544,1670.0%1,0940.2%Computer and TechnologyJPMJPMorgan Chase & Co.$544,1610.0%1,8770.2%FinanceAMZNAmazon.com$487,0460.0%2,2200.2%Retail/WholesaleAPAAPA$416,134$21,930 ▼-5.0%22,7520.2%EnergyVTIVanguard Total Stock Market ETF$363,500$21,275 ▲6.2%1,1960.1%ETFGOOGAlphabet$354,7800.0%2,0000.1%Computer and TechnologyMETAMeta Platforms$340,9980.0%4620.1%Computer and TechnologyAMDAdvanced Micro Devices$283,8000.0%2,0000.1%Computer and TechnologySLBSchlumberger$233,2200.0%6,9000.1%EnergyCDNSCadence Design Systems$215,705$215,705 ▲New Holding7000.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$211,6370.0%4,2100.1%ManufacturingUNHUnitedHealth Group$0$227,831 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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