Arkolith/Funds/Roth Financial Partners LLC

Roth Financial Partners LLC

CIK 1840888
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Roth Financial Partners LLC holds a concentrated book of 33 stocks worth $336.3M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened TORTOISE CAPITAL SERIES TRUST and trimmed SPDR S&P 500 ETF TR. Their largest long position is ISHARES TR at 23% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
13
existing
Trimmed
9
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
93%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • ISHARES TR
    +5.0%$3.7M
  • VANGUARD SCOTTSDALE FDS
    +18%$3.0M
  • ISHARES TR
    +3.1%$2.2M
  • INVESCO EXCHANGE TRADED FD T
    +3.3%$773K
  • ISHARES TR
    +2.0%$577K
  • VANGUARD MUN BD FDS
    +3.0%$358K
Trimmed / exited
  • ADVANCED MICRO DEVICES INC
    −25%$290K
  • INTERNATIONAL BUSINESS MACHS
    −31%$281K
  • VANGUARD INDEX FDS
    −1.6%$257K
  • SPDR S&P 500 ETF TR
    −0.3%$128K
  • ISHARES INC
    −0.2%$28K
  • VANGUARD INDEX FDS
    −0.7%$26K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

33 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$76.8M102.5K
22.8%
+5.0%
Added · +5K sh
2Ishares TR
CORE MSCI EAFE
$73.8M763.6K
21.9%
+3.1%
Added · +23K sh
3SPDR S&P 500 ETF TR
TR UNIT
$37.5M50.2K
11.1%
−0.3%
Reduced · −171 sh
4Ishares TR
CORE S&P SCP ETF
$29.4M198.0K
8.7%
+2.0%
Added · +4K sh
5Invesco Exchange Traded FD T
S&P500 EQL WGT
$24.1M113.5K
7.2%
+3.3%
Added · +4K sh
6Vanguard Scottsdale FDS
INTER TERM TREAS
$19.7M334.1K
5.9%
+18%
Added · +51K sh
7Vanguard Index FDS
S&P 500 ETF SHS
$16.2M23.6K
4.8%
−1.6%
Reduced · −374 sh
8Vanguard Mun BD FDS
TAX EXEMPT BD
$12.1M239.1K
3.6%
+3.0%
Added · +7K sh
9Ishares Inc
CORE MSCI EMKT
$11.5M139.4K
3.4%
−0.2%
Reduced · −336 sh
10Vanguard Tax-Managed Intl FD
FTSE DEV MKT ETF
$11.0M154.7K
3.3%
~0%
Reduced · −70 sh
11Vanguard Index FDS
SMALL CP ETF
$3.4M11.3K
1.0%
−0.7%
Reduced · −85 sh
12Apple Inc
COM
$3.1M10.6K
0.9%
Held
13Ishares TR
MSCI ACWI ETF
$2.4M15.5K
0.7%
−0.1%
Reduced · −18 sh
14Chevron Corporation
COM
$2.2M13.2K
0.7%
+0.8%
Added · +103 sh
15Ishares TR
SHRT NAT MUN ETF
$1.9M17.7K
0.6%
+15%
Added · +2K sh
16Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.9M31.1K
0.6%
−0.1%
Reduced · −24 sh
17Nvidia Corporation
COM
$1.6M8.0K
0.5%
Held
18Advanced Micro Devices Inc
COM
$871K1.5K
0.3%
−25%
Reduced · −500 sh
19Exxon Mobil Corp
COM
$729K5.3K
0.2%
Held
20Alphabet Inc
CAP STK CL C
$707K2.0K
0.2%
Held
21International Business Machs
COM
$619K2.2K
0.2%
−31%
Reduced · −1K sh
22JPMorgan Chase & Com
COM
$611K1.9K
0.2%
Held
23Vanguard Scottsdale FDS
SHORT TERM TREAS
$589K10.1K
0.2%
+37%
Added · +3K sh
24Vanguard Index FDS
TOTAL STK MKT
$480K1.3K
0.1%
+4.8%
Added · +60 sh
25Amazon Com Inc
COM
$477K2.0K
0.1%
Held
26Apa Corporation
COM
$455K14.0K
0.1%
+0.3%
Added · +48 sh
27Microsoft Corp
COM
$408K1.1K
0.1%
Held
28Broadcom
COM
$404K1.1K
0.1%
+37%
Added · +290 sh
29Schlumberger Ltd
COM
$321K6.9K
0.1%
Held
30Tortoise Capital Series Trust
AI INFRASTRUCTUR
$296K5.3K
0.1%
New
New position
31Cadence Design System Inc
COM
$263K700
0.1%
New
New position
32Vanguard Star FDS
VG TL INTL STK F
$262K3.1K
0.1%
+1.8%
Added · +55 sh
33Meta Platforms Inc
CL A
$260K462
0.1%
Held
Showing all 33 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202633$336.3M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202631$292.9M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202632$303.1M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202532$296.7M13F-HR
Q2 2025Jun 30, 2025Jul 9, 202531$277.4M13F-HR
Q1 2025Mar 31, 2025Apr 18, 202531$253.2M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202532$251.2M13F-HR
Q3 2024Sep 30, 2024Jan 14, 202531$250.5M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.