13F Filings History of ROI Financial Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$174,113,042
Signature - Title
Lance Johnson - Chief Compliance Officer
Location
Beaverton, OR
Summary
This page shows a list of all the recent 13F filings made by ROI Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROI Financial Advisors, LLC reported 65 stock holdings with total value $174,113,042 as of Q4 2025. Top holdings included NVDA, GOOGL, AVGO, LLY, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 65 $174,113,042 +$3,232,951 -$4,317,341 -$1,084,390 NVDA, GOOGL, AVGO, LLY, AAPL 13F-HR 12 Feb 2026, 21:52
Q3 2025 67 $167,494,610 +$6,983,818 -$10,021,133 -$3,037,315 NVDA, AVGO, AAPL, GOOGL, LLY 13F-HR 10 Nov 2025, 13:53
Q2 2025 71 $157,313,087 +$9,356,435 -$4,748,783 +$4,607,652 NVDA, AVGO, COST, LLY, AAPL 13F-HR 05 Aug 2025, 20:02
Q1 2025 61 $137,618,319 +$3,872,450 -$5,718,352 -$1,845,902 LLY, COST, AAPL, NVDA, AVGO 13F-HR 09 May 2025, 13:09
Q4 2024 62 $146,831,730 +$5,955,136 -$6,177,887 -$222,751 NVDA, AAPL, LLY, AVGO, COST 13F-HR 12 Feb 2025, 19:54
Q3 2024 64 $144,797,200 +$12,137,457 -$4,379,761 +$7,757,696 NVDA, LLY, AAPL, COST, MSFT 13F-HR 05 Nov 2024, 20:11
Q2 2024 64 $136,807,153 +$13,837,097 -$1,578,172 +$12,258,925 NVDA, LLY, AAPL, COST, MSFT 13F-HR 09 Aug 2024, 19:26
Q1 2024 63 $127,172,000 +$2,056,322 -$8,842,360 -$6,786,038 LLY, NVDA, COST, AAPL, MSFT 13F-HR 13 May 2024, 16:05
Q4 2023 62 $120,846,000 $0 $0 $0 LLY, AAPL, COST, MSFT, NVDA 13F-HR 13 Feb 2024, 12:09