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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 | $407K | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| ALPHABET INC | CAP STK CL C | $574K | 0.2%Prev: 0.1% | 2,000 SH | Increased |
| AMAZON COM INC | COM | $417K | 0.1%Prev: 0.2% | 2,000 SH | Decreased-220 SH |
| APA CORPORATION | COM | $591K | 0.2%Prev: 0.2% | 13,931 SH | Increased-10,020 SH |
| APPLE INC | COM | $2.7M | 0.9%Prev: 0.9% | 10,645 SH | Increased-120 SH |
| BROADCOM | COM | $241K | 0.1%Prev: 0.2% | 780 SH | Decreased-1,520 SH |
| CHEVRON CORPORATION | COM | $2.7M | 0.9% | 13,090 SH | New |
| EXXON MOBIL CORP | COM | $904K | 0.3%Prev: 0.3% | 5,331 SH | Increased-1 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $776K | 0.3%Prev: 0.3% | 3,200 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $21.1M | 7.2%Prev: 6.7% | 109,845 SH | Increased+11,319 SH |
| ISHARES INC | CORE MSCI EMKT | $9.7M | 3.3%Prev: 2.9% | 139,749 SH | Increased+1,448 SH |
| ISHARES TR | CORE MSCI EAFE | $67.1M | 22.9%Prev: 22.5% | 740,675 SH | Increased-13,050 SH |
| ISHARES TR | CORE S&P SCP ETF | $24.1M | 8.2%Prev: 7.6% | 194,116 SH | Increased+10,510 SH |
| ISHARES TR | CORE S&P500 ETF | $63.8M | 21.8%Prev: 20.9% | 97,644 SH | Increased+3,694 SH |
| ISHARES TR | MSCI ACWI ETF | $2.1M | 0.7%Prev: 0.7% | 15,535 SH | Increased-267 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.6M | 0.6%Prev: 0.4% | 15,360 SH | Increased+5,487 SH |
| JPMORGAN CHASE & COM | COM | $549K | 0.2%Prev: 0.2% | 1,868 SH | Increased-9 SH |
| META PLATFORMS INC | CL A | $264K | 0.1%Prev: 0.1% | 462 SH | Decreased |
| MICROSOFT CORP | COM | $405K | 0.1%Prev: 0.2% | 1,094 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.4M | 0.5%Prev: 0.3% | 8,000 SH | Increased |
| SCHLUMBERGER LTD | COM | $355K | 0.1%Prev: 0.1% | 6,900 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $32.7M | 11.2%Prev: 12.0% | 50,382 SH | Increased-4,089 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.3M | 4.9%Prev: 5.7% | 23,960 SH | Decreased-3,904 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.0%Prev: 1.2% | 11,385 SH | Decreased-2,245 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $397K | 0.1%Prev: 0.1% | 1,237 SH | Increased+111 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 0.6%Prev: 0.7% | 31,162 SH | Decreased-7,018 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $11.6M | 4.0%Prev: 5.4% | 232,030 SH | Decreased-45,654 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $16.9M | 5.8%Prev: 5.9% | 283,183 SH | Increased+29,720 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $432K | 0.1%Prev: 0.3% | 7,375 SH | Decreased-6,881 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $232K | 0.1% | 3,012 SH | New |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $9.9M | 3.4%Prev: 3.5% | 154,772 SH | Increased-19,519 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 |