Roth Financial Partners LLC reported 37 holdings worth US$335M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
Roth Financial Partners LLC reported 37 holdings worth US$335M as of Sep 30, 2026. Largest: Apple Inc, Chevron Corporation and Nvidia Corporation. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$335M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,645 | US$3.54M | 1.1% |
| Chevron Corporation | 13,193 | US$2.69M | 0.80% |
| Nvidia Corporation | 8,000 | US$1.83M | 0.55% |
| Advanced Micro Devices Inc | 1,500 | US$918K | 0.27% |
| Alphabet Inc (google) Class C | 2,000 | US$681K | 0.20% |
| Apa Corporation | 13,979 | US$581K | 0.17% |
| Microsoft Corp. | 1,094 | US$561K | 0.17% |
| International Business Machines Corporation | 2,175 | US$478K | 0.14% |
| Jp Morgan Chase & Co. | 1,368 | US$453K | 0.14% |
| Micron Technology, Inc. | 420 | US$447K | 0.13% |
| Broadcom Inc. | 1,070 | US$376K | 0.11% |
| Meta Platforms, Inc. | 462 | US$335K | 0.10% |
| Phillips 66 | 1,000 | US$255K | 0.08% |
| Conocophillips | 2,000 | US$250K | 0.07% |
| Amazon.com, Inc. | 1,000 | US$249K | 0.07% |
| Cadence Design Systems, Inc. | 700 | US$231K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |