Rosenberg Matthew Hamilton

DOSSIER · 13F-HR · Q3 2026

Rosenberg Matthew Hamilton

$558M in tracked AUM across 817 positions as of Q3 2026.

RM

CIK 0001812103 · last filed Sep 30, 2026

Total AUM

$558M

as of Q3 2026

Holdings

817

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Rosenberg Matthew Hamilton filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

$83M898K14.8%02

VTI

VANGUARD TOTAL STK MKT

$52M139K9.3%03

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

$42M538K7.5%04

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

$36M723K6.5%05

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$29M1.0M5.2%06

BIV

VANGUARD INTERMEDIATE-TERM BOND

$24M334K4.4%07

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

$16M313K2.8%08

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$13M258K2.3%09

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$11M152K1.9%10

BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF