Loading…
CIK 0001840888 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("roth-financial-partners-llc-0001840888-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $871K | 0.3%Prev: 0.1% | 1,500 SH | Increased-500 SH |
| ALPHABET INC | CAP STK CL C | $707K | 0.2%Prev: 0.1% | 2,000 SH | Increased |
| AMAZON COM INC | COM | $477K | 0.1%Prev: 0.2% | 2,000 SH | Decreased-220 SH |
| APA CORPORATION | COM | $455K | 0.1%Prev: 0.2% | 13,979 SH | Increased-8,773 SH |
| APPLE INC | COM | $3.1M | 0.9%Prev: 0.8% | 10,645 SH | Increased-120 SH |
| BROADCOM | COM | $404K | 0.1%Prev: 0.2% | 1,070 SH | Decreased-1,230 SH |
| CADENCE DESIGN SYSTEM INC | COM | $263K | 0.1%Prev: 0.1% | 700 SH | Increased |
| CHEVRON CORPORATION | COM | $2.2M | 0.7% | 13,193 SH | New |
| EXXON MOBIL CORP | COM | $729K | 0.2%Prev: 0.2% | 5,331 SH | Increased-1 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $619K | 0.2%Prev: 0.3% | 2,200 SH | Decreased-1,000 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $24.1M | 7.2%Prev: 6.5% | 113,477 SH | Increased+14,149 SH |
| ISHARES INC | CORE MSCI EMKT | $11.5M | 3.4%Prev: 3.1% | 139,413 SH | Increased-2,792 SH |
| ISHARES TR | CORE MSCI EAFE | $73.8M | 21.9%Prev: 22.5% | 763,649 SH | Increased+14,790 SH |
| ISHARES TR | CORE S&P SCP ETF | $29.4M | 8.7%Prev: 7.7% | 198,008 SH | Increased+3,188 SH |
| ISHARES TR | CORE S&P500 ETF | $76.8M | 22.8%Prev: 20.8% | 102,531 SH | Increased+9,617 SH |
| ISHARES TR | MSCI ACWI ETF | $2.4M | 0.7%Prev: 0.7% | 15,517 SH | Increased-239 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.9M | 0.6%Prev: 0.5% | 17,699 SH | Increased+3,869 SH |
| JPMORGAN CHASE & COM | COM | $611K | 0.2%Prev: 0.2% | 1,868 SH | Increased-9 SH |
| META PLATFORMS INC | CL A | $260K | 0.1%Prev: 0.1% | 462 SH | Decreased |
| MICROSOFT CORP | COM | $408K | 0.1%Prev: 0.2% | 1,094 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.6M | 0.5%Prev: 0.5% | 8,000 SH | Increased |
| SCHLUMBERGER LTD | COM | $321K | 0.1%Prev: 0.1% | 6,900 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $37.5M | 11.1%Prev: 12.0% | 50,211 SH | Increased-3,721 SH |
| TORTOISE CAPITAL SERIES TRUST | AI INFRASTRUCTUR | $296K | 0.1% | 5,300 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.2M | 4.8%Prev: 6.6% | 23,586 SH | Decreased-8,881 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.4M | 1.0%Prev: 1.0% | 11,300 SH | Increased-788 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $480K | 0.1%Prev: 0.1% | 1,297 SH | Increased+101 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.9M | 0.6%Prev: 0.6% | 31,138 SH | Increased-4,910 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $12.1M | 3.6%Prev: 4.5% | 239,104 SH | Decreased-16,070 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $19.7M | 5.9%Prev: 5.9% | 334,148 SH | Increased+58,710 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $589K | 0.2%Prev: 0.3% | 10,120 SH | Decreased-4,361 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $262K | 0.1% | 3,067 SH | New |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $11.0M | 3.3%Prev: 3.6% | 154,702 SH | Increased-20,346 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 |