Roxbury Financial LLC — 13F holdings

Roxbury Financial LLC reported 426 holdings worth $130M in its 13F filing for Q3 2026, filed October 1, 2026.

Largest positions

  1. MSFT MICROSOFT CORP — $7.24M (5.6%)
  2. GOOGL ALPHABET INC — $6.29M (4.8%)
  3. FBCG FIDELITY COVINGTON TRUST — $5.18M (4.0%)
  4. ONEQ FIDELITY COMWLTH TR — $4.51M (3.5%)
  5. AAPL APPLE INC — $4.45M (3.4%)
  6. IVV ISHARES TR — $4.43M (3.4%)
  7. V VISA INC — $4.23M (3.2%)
  8. AMZN AMAZON COM INC — $4.03M (3.1%)
  9. FSTA FIDELITY COVINGTON TRUST — $3.01M (2.3%)
  10. JPM JPMorgan Chase & Co. — $2.86M (2.2%)