Roth Financial Partners LLC - Q22026 Holdings

Roth Financial Partners LLC holds 33 stocks with a total portfolio value of $ 336.3M as of Q22026. In Q22026, Roth Financial Partners LLC added 2 new positions, increased stakes in 13 stocks, reduced 9 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 22.83% of the total portfolio.