What does ROI Financial Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

ROI Financial 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

NVIDIA CORPORATION

$11M61K6.3%

ALPHABET INC

$10M34K5.9%

APPLE INC

$10M38K5.8%

BROADCOM INC

$10M31K5.7%

ELI LILLY & CO

$9M10K5.4%

COSTCO WHOLESALE CORPORATION

$9M9K5.2%

TAIWAN SEMICONDUCTOR MANUFAC

$9M26K5.2%

SPDR GOLD TR

$7M17K4.2%

WALMART INC

$7M56K4.2%

AMAZON COM INC

$7M32K4.0%

Filing history loading…