Rossby Financial, LCC — 13F holdings

Rossby Financial, LCC reported 2,144 holdings worth $547M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. CVIE MORGAN STANLEY ETF TRUST — $33.6M (6.1%)
  2. CVLC MORGAN STANLEY ETF TRUST — $23.0M (4.2%)
  3. SMMD ISHARES TR — $12.5M (2.3%)
  4. FRDM EA SERIES TRUST — $12.4M (2.3%)
  5. SCHG SCHWAB STRATEGIC TR — $11.3M (2.1%)
  6. NVDA NVIDIA CORPORATION — $10.2M (1.9%)
  7. AAPL APPLE INC — $9.71M (1.8%)
  8. SPY SPDR S&P 500 ETF TR — $8.55M (1.6%)
  9. VOO VANGUARD INDEX FDS — $8.12M (1.5%)
  10. EAGG ISHARES TR — $7.06M (1.3%)