13F Insight
DOSSIER · 13F-HR · Q2 2026

Rosenberg Matthew Hamilton

$537M in tracked AUM across 792 positions as of Q2 2026.

RM
CIK 0001812103 · last filed Jun 30, 2026
Total AUM
$537M
as of Q2 2026
Holdings
792
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Rosenberg Matthew Hamilton 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
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$78M859K14.5%02
VTI
VANGUARD TOTAL STK MKT
$52M140K9.7%03
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$43M524K8.1%04
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
$34M682K6.4%05
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
$27M986K5.1%06
BIV
VANGUARD INTERMEDIATE-TERM BOND
$26M338K4.8%07
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$13M263K2.5%08
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$13M259K2.4%09
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$11M154K2.0%10
JMUB
JPMORGAN MUNICIPAL ETF
$11M211K2.0%

Filing history

2026Q2Jun 30
$537M▲ 10.0%
792 positionsView →2026Q1Mar 31
$488M▲ 1.1%
799 positionsView →2025Q4Dec 31
$483M▲ 4.4%
803 positionsView →2025Q3Sep 30
$463M▲ 7.6%
803 positionsView →2025Q2Jun 30
$430M▲ 7.8%
832 positionsLocked2025Q1Mar 31
$399M▲ 3.6%
823 positionsLocked2024Q4Dec 31
$385M▲ 0.7%
815 positionsLocked2024Q3Sep 30
$382M▲ 12.9%
834 positionsLocked2024Q2Jun 30
$339M▼ 2.2%
808 positionsLocked2024Q1Mar 31
$346M▲ 6.5%
849 positionsLocked2023Q4Dec 31
$325M▲ 8.3%
924 positionsLocked2023Q3Sep 30
$300M▲ 1.5%
937 positionsLocked
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