Notify me when Roth Financial Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 32 | $303,123,364 | +$1,940,994 | -$1,728,526 | +$212,468 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 29 Jan 2026, 14:36 |
| Q3 2025 | 32 | $296,735,614 | +$3,873,397 | -$2,134,929 | +$1,738,468 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 20 Oct 2025, 15:47 |
| Q2 2025 | 31 | $277,410,064 | +$6,248,783 | -$3,212,517 | +$3,036,266 | IEFA, IVV, SPY, IJR, VOO | 13F-HR | 09 Jul 2025, 14:20 |
| Q1 2025 | 31 | $253,173,584 | +$5,728,265 | -$938,789 | +$4,789,476 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 18 Apr 2025, 14:17 |
| Q4 2024 | 32 | $251,231,908 | +$8,102,584 | -$1,318,239 | +$6,784,345 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 14 Jan 2025, 11:59 |
| Q3 2024 | 31 | $250,462,339 | +$5,404,081 | -$875,531 | +$4,528,550 | IEFA, IVV, SPY, IJR, RSP | Restatement | 14 Jan 2025, 12:05 |
| Q2 2024 | 32 | $231,806,450 | +$8,855,923 | -$3,919,941 | +$4,935,982 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 03 Jul 2024, 15:58 |
| Q1 2024 | 30 | $225,779,533 | +$20,259,408 | -$2,267,553 | +$17,991,855 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 12 Apr 2024, 16:16 |
| Q4 2023 | 27 | $195,287,060 | +$22,540,391 | -$3,720,629 | +$18,819,762 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 31 Jan 2024, 13:36 |
| Q3 2023 | 26 | $159,813,958 | +$8,937,133 | -$2,111,381 | +$6,825,752 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 10 Oct 2023, 16:01 |
| Q2 2023 | 25 | $159,441,658 | +$2,992,614 | -$1,242,248 | +$1,750,366 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 14 Jul 2023, 17:04 |
| Q1 2023 | 23 | $150,192,701 | +$3,656,410 | -$500,082 | +$3,156,328 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 05 Apr 2023, 16:05 |
| Q4 2022 | 21 | $138,389,000 | +$3,293,810 | -$2,131,518 | +$1,162,292 | IEFA, IVV, SPY, IJR, RSP | 13F-HR | 19 Jan 2023, 15:07 |
| Q3 2022 | 25 | $124,695,000 | +$11,331,679 | -$3,394,336 | +$7,937,343 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 07 Oct 2022, 13:05 |
| Q2 2022 | 26 | $125,266,000 | +$10,420,208 | -$2,133,236 | +$8,286,972 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 11 Jul 2022, 17:08 |
| Q1 2022 | 32 | $138,536,000 | +$5,702,743 | -$462,563 | +$5,240,180 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 14 Apr 2022, 17:13 |
| Q4 2021 | 28 | $140,490,000 | +$3,670,193 | -$848,556 | +$2,821,637 | IVV, SPY, IEFA, IJR, RSP | 13F-HR | 18 Jan 2022, 13:57 |
| Q3 2021 | 26 | $128,873,000 | +$2,010,462 | -$1,248,515 | +$761,947 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 18 Oct 2021, 18:31 |
| Q2 2021 | 24 | $129,790,000 | +$2,722,923 | -$1,536,609 | +$1,186,314 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 09 Jul 2021, 12:47 |
| Q1 2021 | 23 | $120,894,000 | +$16,692,703 | -$4,409,905 | +$12,282,798 | IVV, IEFA, SPY, IJR, RSP | 13F-HR | 15 Apr 2021, 21:21 |
| Q4 2020 | 20 | $100,947,000 | $0 | $0 | $0 | IEFA, IVV, SPY, IJR, VWO | 13F-HR | 26 Jan 2021, 18:52 |