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

Rockbridge Investment Management, LCC

$1.1B in tracked AUM across 137 positions as of Q1 2026.

RI
CIK 0001821984 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
137
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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Filing history

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