DOSSIER · 13F-HR · Q2 2026

Rose Capital Advisors LLC

$200M in tracked AUM across 108 positions as of Q2 2026.

RC
CIK 0002148496 · last filed Jun 30, 2026
Total AUM
$200M
as of Q2 2026
Holdings
108
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Rose Capital Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$24M32K12.2%
02
G1151C101
ACCENTURE PLC IRELAND
$14M110K6.8%
03
VEA
VANGUARD TAX-MANAGED FDS
$13M179K6.4%
04
AAPL
APPLE INC
$8M27K4.0%
05
TOTL
SSGA ACTIVE ETF TR
$8M196K3.9%
06
BAC
BANK OF AMER CORP
$7M131K3.7%
07
VB
VANGUARD INDEX FDS
$7M24K3.7%
08
GOOG
ALPHABET INC
$7M20K3.5%
09
VWO
VANGUARD INTL EQUITY INDEX F
$7M116K3.5%
10
VO
VANGUARD INDEX FDS
$7M82K3.3%

Filing history

2026Q2Jun 30
$200M
108 positionsView →