Roth Financial Partners LLC - Q42025 Holdings

Roth Financial Partners LLC holds 32 stocks with a total portfolio value of $ 303.12M as of Q42025. In Q42025, Roth Financial Partners LLC added 1 new position, increased stakes in 7 stocks, reduced 11 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IEFA), representing 21.93% of the total portfolio.