Roth Financial Partners LLC — 13F holdings

Roth Financial Partners LLC reported 37 holdings worth $335M in its 13F filing for Q3 2026, filed October 6, 2026.

Largest positions

  1. IVV ISHARES TR — $78.4M (23.4%)
  2. IEFA ISHARES TR — $73.9M (22.1%)
  3. SPY SPDR S&P 500 ETF TR — $37.5M (11.2%)
  4. IJR ISHARES TR — $26.4M (7.9%)
  5. RSP INVESCO EXCHANGE TRADED FD T — $23.0M (6.9%)
  6. VGIT VANGUARD SCOTTSDALE FDS — $20.9M (6.2%)
  7. VOO VANGUARD INDEX FDS — $16.0M (4.8%)
  8. IEMG ISHARES INC — $11.3M (3.4%)
  9. VEA VANGUARD TAX-MANAGED FDS — $10.8M (3.2%)
  10. VTEB VANGUARD MUN BD FDS — $10.1M (3.0%)