What does Roxbury Financial LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Roxbury Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ALPHABET INC CAP STK CL A

$5M18K4.6%

MICROSOFT CORP COM

$5M14K4.6%

FIDELITY BLUE CHIP GROWTH ETF

$4M81K3.7%

ISHARES CORE S&P 500 ETF

$4M5K3.2%

FIDELITY NASDAQ COMPOSITE INDEX ETF

$3M40K3.1%

APPLE INC COM

$3M13K3.0%

VISA INC COM CL A

$3M10K2.8%

FIDELITY MSCI CONSUMER STAPLES INDEX ETF

$3M57K2.7%

AMAZON COM INC COM

$3M14K2.6%

WALMART INC COM

$3M22K2.4%

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