DOSSIER · 13F-HR · Q4 2025

ROWLANDMILLER & PARTNERS.ADV

$518M in tracked AUM across 196 positions as of Q4 2025.

R&
CIK 0000225816 · last filed Dec 31, 2025
Total AUM
$518M
as of Q4 2025
Holdings
196
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

ROWLANDMILLER & PARTNERS.ADV filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$36M134K7.0%
02
GOOG
ALPHABET INC CAP STK CL C
$28M89K5.4%
03
PGR
PROGRESSIVE CORP COM
$24M106K4.7%
04
MSFT
MICROSOFT CORP COM
$23M48K4.5%
05
WMT
WALMART INC COM
$20M177K3.8%
06
LLY
ELI LILLY & CO COM
$18M16K3.4%
07
ADP
AUTOMATIC DATA PROCESSING INC COM
$15M59K2.9%
08
KO
COCA COLA CO COM
$15M209K2.8%
09
JNJ
JOHNSON & JOHNSON COM
$14M66K2.6%
10
MCD
MCDONALDS CORP COM
$12M38K2.3%

Filing history

2025Q4Dec 31
$518M 217.5%
196 positionsView →
2025Q3Sep 30
$163M 66.3%
73 positionsView →
2025Q2Jun 30
$484M 2.0%
187 positionsLocked
2025Q1Mar 31
$475M 0.7%
185 positionsLocked
2024Q4Dec 31
$478M 2.8%
185 positionsLocked
2024Q3Sep 30
$492M 7.3%
184 positionsLocked
2024Q2Jun 30
$459M 3.2%
177 positionsLocked
2024Q1Mar 31
$474M 8.6%
181 positionsLocked
2023Q4Dec 31
$436M 7.7%
179 positionsLocked
2023Q3Sep 30
$405M 4.2%
173 positionsLocked
2023Q2Jun 30
$423M 2.8%
182 positionsLocked
2023Q1Mar 31
$411M 1.8%
178 positionsLocked
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