DOSSIER · 13F-HR · Q2 2026
Roth Financial Partners LLC
$336M in tracked AUM across 33 positions as of Q2 2026.
RF
CIK 0001840888 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Roth Financial Partners LLC has reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 98.1%, growing from $153.00M in the previous quarter to $303.12M. This near-doubling of assets under management suggests significant capital inflows or a strong rally in underlying assets during Q4. The portfolio consists of 32 holdings, indicating a streamlined investment approach. The compositio...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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