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CIK 0001840888 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $324K | 0.1%Prev: 0.3% | 2,000 SH | Decreased+500 SH |
| ALPHABET INC | CAP STK CL C | $487K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| AMAZON COM INC | COM | $487K | 0.2%Prev: 0.1% | 2,220 SH | Increased+220 SH |
| APA CORPORATION | COM | $407K | 0.1%Prev: 0.1% | 16,752 SH | Decreased+2,773 SH |
| APPLE INC | COM | $2.7M | 0.9%Prev: 0.9% | 10,765 SH | Decreased+120 SH |
| BROADCOM | COM | $759K | 0.3%Prev: 0.1% | 2,300 SH | Increased+1,230 SH |
| CADENCE DESIGN SYSTEM INC | COM | $246K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| EXXON MOBIL CORP | COM | $601K | 0.2%Prev: 0.2% | 5,332 SH | Decreased+1 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $903K | 0.3%Prev: 0.2% | 3,200 SH | Increased+1,000 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $20.7M | 7.0%Prev: 7.2% | 108,920 SH | Decreased-4,557 SH |
| ISHARES INC | CORE MSCI EMKT | $9.3M | 3.1%Prev: 3.4% | 141,667 SH | Decreased+2,254 SH |
| ISHARES TR | CORE MSCI EAFE | $64.8M | 21.8%Prev: 21.9% | 742,422 SH | Decreased-21,227 SH |
| ISHARES TR | CORE S&P SCP ETF | $23.4M | 7.9%Prev: 8.7% | 196,513 SH | Decreased-1,495 SH |
| ISHARES TR | CORE S&P500 ETF | $62.9M | 21.2%Prev: 22.8% | 94,035 SH | Decreased-8,496 SH |
| ISHARES TR | MSCI ACWI ETF | $2.2M | 0.7%Prev: 0.7% | 15,756 SH | Decreased+239 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.6M | 0.6%Prev: 0.6% | 15,405 SH | Decreased-2,294 SH |
| JPMORGAN CHASE & COM | COM | $592K | 0.2%Prev: 0.2% | 1,877 SH | Decreased+9 SH |
| META PLATFORMS INC | CL A | $339K | 0.1%Prev: 0.1% | 462 SH | Increased |
| MICROSOFT CORP | COM | $567K | 0.2%Prev: 0.1% | 1,094 SH | Increased |
| NVIDIA CORPORATION | COM | $1.5M | 0.5%Prev: 0.5% | 8,000 SH | Decreased |
| SCHLUMBERGER LTD | COM | $237K | 0.1%Prev: 0.1% | 6,900 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $35.5M | 12.0%Prev: 11.1% | 53,348 SH | Decreased+3,137 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $19.7M | 6.6%Prev: 4.8% | 32,207 SH | Increased+8,621 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.0%Prev: 1.0% | 11,869 SH | Decreased+569 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $438K | 0.1%Prev: 0.1% | 1,334 SH | Decreased+37 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.0M | 0.7%Prev: 0.6% | 36,403 SH | Increased+5,265 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $213K | 0.1% | 4,210 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $12.1M | 4.1%Prev: 3.6% | 240,874 SH | Decreased+1,770 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $17.2M | 5.8%Prev: 5.9% | 286,078 SH | Decreased-48,070 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $802K | 0.3%Prev: 0.2% | 13,626 SH | Increased+3,506 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $231K | 0.1%Prev: 0.1% | 3,145 SH | Decreased+78 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $10.5M | 3.5%Prev: 3.3% | 174,687 SH | Decreased+19,985 SH |
| Q3 2025 |
| 13F-HR |
| 0001840888-25-000010 |
| $296.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001840888-26-000003 | $336.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001840888-25-000004 | $277.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001840888-26-000002 | $292.9M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001840888-25-000003 | $253.2M | View |