Roth Financial Partners LLC reported 33 holdings worth US$336M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Roth Financial Partners LLC reported 33 holdings worth US$336M as of Jun 30, 2026. Largest: Apple Inc, Chevron Corporation and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$336M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,645 | US$3.08M | 0.92% |
| Chevron Corporation | 13,193 | US$2.19M | 0.65% |
| Nvidia Corporation | 8,000 | US$1.6M | 0.48% |
| Advanced Micro Devices Inc | 1,500 | US$871K | 0.26% |
| Exxon Mobil Corporation | 5,331 | US$729K | 0.22% |
| Alphabet Inc (google) Class C | 1,977 | US$707K | 0.21% |
| International Business Machines Corporation | 2,200 | US$619K | 0.18% |
| Jp Morgan Chase & Co. | 1,868 | US$611K | 0.18% |
| Amazon.com, Inc. | 2,000 | US$477K | 0.14% |
| Apa Corporation | 13,979 | US$455K | 0.14% |
| Microsoft Corp. | 1,094 | US$408K | 0.12% |
| Broadcom Inc. | 1,070 | US$404K | 0.12% |
| Cadence Design Systems, Inc. | 700 | US$263K | 0.08% |
| Meta Platforms, Inc. | 462 | US$260K | 0.08% |