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Filers›Pension Fund›Roan Capital Partners
DOSSIER · 13F-HR · Q1 2026

Roan Capital Partners

Roan's pension fund based in New York, NY — $108M in tracked AUM across 77 positions as of Q1 2026.

R
Roan·New York, NY·Pension Fund
CIK 0002124783 · last filed Mar 31, 2026
Total AUM
$108M
▲ 7.2%
vs prior
Holdings
77
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Roan Capital Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLDM
WORLD GOLD TR
$7M81K6.9%
02
USO
UNITED STS OIL FD LP
$7M51K6.0%
03
DON
WISDOMTREE TR
$5M98K4.7%
04
SMLV
SPDR SERIES TRUST
$5M34K4.3%
05
SPSB
SPDR SERIES TRUST
$4M140K3.9%
06
SPIB
SPDR SERIES TRUST
$4M122K3.8%
07
SPYG
SPDR SERIES TRUST
$4M41K3.7%
08
BIL
SPDR SERIES TRUST
$4M43K3.6%
09
FIVA
FIDELITY COVINGTON TRUST
$4M111K3.6%
10
SPYM
SPDR SERIES TRUST
$4M50K3.5%

Filing history

Filing history loading…
AI Agent · grounded in Roan
haiku-4-5 · 77 positions indexed
Sector mix
  • Tech7%
  • Financials49%
  • Health Care13%
  • Cons. Disc.29%
  • Industrials13%
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