What does Roehl & Yi Investment Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Roehl & Yi Investment Advisors, LLC 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

PIMCO ETF TR

$22M221K8.3%

VANGUARD INSTL INDEX FD

$14M187K5.3%

APPLE INC

$14M296K5.3%

VANGUARD INDEX FDS

$13M201K4.7%

ISHARES GOLD TR

$11M133K4.3%

BERKSHIRE HATHAWAY INC DEL

$11M91K4.0%

FLEXSHARES TR

$8M149K3.1%

VANGUARD MALVERN FDS

$8M104K3.0%

MICROSOFT CORP

$5M65K2.0%

ISHARES TR

$5M41K1.9%

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