ROI Financial Advisors, LLC — 13F holdings

ROI Financial Advisors, LLC reported 72 holdings worth $193M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $12.9M (6.7%)
2. AAPL APPLE INC — $12.1M (6.3%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $11.4M (5.9%)
4. GOOGL ALPHABET INC — $10.9M (5.7%)
5. LLY ELI LILLY & CO — $10.7M (5.5%)
6. AVGO BROADCOM INC — $9.87M (5.1%)
7. PANW PALO ALTO NETWORKS INC — $9.68M (5.0%)
8. AMZN AMAZON COM INC — $7.97M (4.1%)
9. MSFT MICROSOFT CORP — $7.94M (4.1%)
10. COST COSTCO WHSL CORP NEW — $7.75M (4.0%)