Rosenberg Matthew Hamilton — 13F holdings

Rosenberg Matthew Hamilton reported 817 holdings worth $558M in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

  1. SPTM SPDR SERIES TRUST — $82.6M (14.8%)
  2. VTI VANGUARD INDEX FDS — $52.1M (9.3%)
  3. VCIT VANGUARD SCOTTSDALE FDS — $42.1M (7.5%)
  4. JPST J P MORGAN EXCHANGE TRADED F — $36.4M (6.5%)
  5. SCHF SCHWAB STRATEGIC TR — $28.8M (5.2%)
  6. BIV VANGUARD BD INDEX FDS — $24.3M (4.4%)
  7. JMST J P MORGAN EXCHANGE TRADED F — $15.8M (2.8%)
  8. SPDW SPDR INDEX SHS FDS — $13.0M (2.3%)
  9. VEA VANGUARD TAX-MANAGED FDS — $10.7M (1.9%)
  10. BBUS J P MORGAN EXCHANGE TRADED F — $9.93M (1.8%)