13F Filings History of Rossby Financial, LCC
- Latest 13F filing
- Q2 2026 - 04 Aug 2026
- Latest reported 13F value
- $547,118,324
- Largest 13F holdings
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CVIE CVLC SMMD FRDM SCHG NVDA AAPL SPY VOO EAGG GRNB BIV
+8 more
IVV MSFT VUG QUAL VDC SPYM AMZN FNDB - Form 13F summary
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- Rossby Financial, LCC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Rossby Financial, LCC reported 2144 equity holdings with a total reported market value of $547,118,324 for Q2 2026. Top reported holdings included CVIE, CVLC, SMMD, FRDM, and SCHG.
- Manager signature
- Marissa Harris - Chief Compliance Officer
- Manager location
- Melbourne, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$547,118,324
Quarter delta
+$68,442,030
Accepted
04 Aug 2026, 10:30
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,144 | $547,118,324 | +$79,634,540 | -$40,457,929 | +$39,176,611 | CVIE, CVLC, SMMD, FRDM, SCHG | 13F-HR | 04 Aug 2026, 10:30 |
| Q1 2026 | 2,257 | $478,676,294 | +$172,141,383 | -$15,604,837 | +$156,536,546 | CVIE, CVLC, SMMD, FRDM, NVDA | 13F-HR | 11 May 2026, 09:17 |
| Q4 2025 | 1,799 | $318,062,873 | +$50,341,728 | -$40,271,144 | +$10,070,584 | CVIE, CVLC, FRDM, SMMD, GRNB | 13F-HR | 12 Feb 2026, 17:06 |
| Q3 2025 | 1,475 | $301,365,638 | +$29,746,945 | -$15,434,828 | +$14,312,117 | CVIE, CVLC, FRDM, SMMD, GRNB | 13F-HR | 10 Nov 2025, 09:32 |
| Q2 2025 | 1,236 | $266,078,764 | +$36,227,742 | -$24,191,691 | +$12,036,051 | CVIE, CVLC, FRDM, SMMD, BIV | 13F-HR | 01 Aug 2025, 12:44 |
| Q1 2025 | 1,066 | $231,646,322 | +$92,605,066 | -$17,362,217 | +$75,242,849 | CVLC, ESGU, FRDM, BIV, CVIE | 13F-HR | 28 Apr 2025, 09:10 |
| Q4 2024 | 199 | $157,638,267 | $0 | $0 | $0 | ESGU, CVLC, FRDM, AAPL, BIV | 13F-HR | 13 Feb 2025, 16:48 |