Roxbury Financial LLC

DOSSIER · 13F-HR · Q2 2026

Roxbury Financial LLC

$126M in tracked AUM across 410 positions as of Q2 2026.

RF

CIK 0002054149 · last filed Jun 30, 2026

Total AUM

$126M

as of Q2 2026

Holdings

410

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Roxbury Financial LLC 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

GOOGL

ALPHABET INC CAP STK CL A

$6M18K5.1%02

MSFT

MICROSOFT CORP COM

$5M14K4.1%03

FBCG

FIDELITY BLUE CHIP GROWTH ETF

$5M82K4.0%04

ONEQ

FIDELITY NASDAQ COMPOSITE INDEX ETF

$4M42K3.4%05

IVV

ISHARES CORE S&P 500 ETF

$4M6K3.3%06

V

VISA INC COM CL A

$4M11K3.0%07

AAPL

APPLE INC COM

$4M13K3.0%08

AMZN

AMAZON COM INC COM

$4M16K3.0%09

CAT

CATERPILLAR INC COM

$3M3K2.7%10

FSTA

FIDELITY MSCI CONSUMER STAPLES INDEX ETF