DOSSIER · 13F-HR · Q3 2026

Rothwell Investment Advisors, LLC

$187M in tracked AUM across 1,140 positions as of Q3 2026.

RI
CIK 0002157285 · last filed Sep 30, 2026
Total AUM
$187M
as of Q3 2026
Holdings
1,140
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Rothwell Investment Advisors, LLC 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. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M29K5.2%
02
NVDA
NVIDIA CORP
$9M39K4.7%
03
GOOG
ALPHABET INC
$8M24K4.4%
04
MSFT
MICROSOFT CORP
$7M13K3.6%
05
AMZN
AMAZON COM
$6M26K3.5%
06
META
META PLATFORMS
$4M6K2.2%
07
SGOV
ISHARES 0-3
$4M40K2.2%
08
MU
MICRON TECHNOLOGY
$4M3K1.9%
09
AMD
ADVANCED MICRO
$3M6K1.8%
10
PLTR
PALANTIR TECHNOLOGIES
$3M15K1.5%

Filing history

2026Q3Sep 30
$187M—
1,140 positionsView →