13F Filings History of Roxbury Financial LLC

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$111,449,916
Signature - Title
Heather LeVar - Chief Compliance Officer
Location
Mount Arlington, NJ
Summary
This page shows a list of all the recent 13F filings made by Roxbury Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roxbury Financial LLC reported 371 stock holdings with total value $111,449,916 as of Q4 2025. Top holdings included MSFT, GOOGL, FBCG, V, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 371 $111,449,916 +$2,849,503 -$2,412,129 +$437,374 MSFT, GOOGL, FBCG, V, AAPL 13F-HR 05 Jan 2026, 09:38
Q3 2025 367 $108,297,750 +$1,554,786 -$2,062,325 -$507,539 MSFT, FBCG, GOOGL, V, ONEQ 13F-HR 01 Oct 2025, 15:34
Q2 2025 362 $102,649,912 +$3,473,148 -$5,447,454 -$1,974,306 MSFT, FBCG, V, GOOGL, IVV 13F-HR 07 Jul 2025, 09:38
Q1 2025 349 $102,152,072 +$2,742,697 -$3,455,892 -$713,195 MSFT, FBCG, V, AAPL, GOOGL 13F-HR 09 Apr 2025, 14:03
Q4 2024 386 $103,395,078 $0 $0 $0 MSFT, FBCG, AAPL, V, GOOGL 13F-HR 30 Jan 2025, 15:18