13F Insight
DOSSIER · 13F-HR · Q1 2026

Roble, Belko & Company, Inc

$787M in tracked AUM across 487 positions as of Q1 2026.

RB
CIK 0001642305 · last filed Mar 31, 2026
Total AUM
$787M
as of Q1 2026
Holdings
487
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Roble, Belko & Company, Inc 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
VTI
VANGUARD INDEX FDS
$138M431K17.6%02
VXUS
VANGUARD STAR FDS
$81M1.0M10.2%03
BND
VANGUARD BD INDEX FDS
$48M646K6.1%04
VEA
VANGUARD TAX-MANAGED FDS
$46M719K5.9%05
VYM
VANGUARD WHITEHALL FDS
$31M212K4.0%06
VEU
VANGUARD INTL EQUITY INDEX
$31M413K3.9%07
VV
VANGUARD INDEX FDS
$27M90K3.4%08
SPY
SPDR S&P 500 ETF TR
$25M39K3.2%09
XLK
SELECT SECTOR SPDR TR
$24M182K3.1%10
VNQ
VANGUARD INDEX FDS
$22M252K2.8%

Filing history

2026Q1Mar 31
$787M▲ 3.1%
487 positionsView →2025Q4Dec 31
$763M▲ 3.5%
502 positionsView →2025Q3Sep 30
$738M▲ 7.3%
471 positionsView →2025Q2Jun 30
$687M▲ 9.6%
463 positionsLocked2025Q1Mar 31
$627M▼ 0.4%
443 positionsLocked2024Q4Dec 31
$629M▼ 0.8%
420 positionsLocked2024Q3Sep 30
$634M▲ 6.2%
401 positionsLocked2024Q2Jun 30
$597M▲ 2.5%
378 positionsLocked2024Q1Mar 31
$583M▲ 9.6%
358 positionsLocked2023Q4Dec 31
$532M▲ 8.8%
358 positionsLocked2023Q3Sep 30
$489M▼ 3.0%
327 positionsLocked2023Q2Jun 30
$504M▲ 3.0%
321 positionsLocked
Showing 12 of 42