Roth Financial Partners LLC - Q32026 Holdings

Roth Financial Partners LLC holds 37 stocks with a total portfolio value of $ 334.73M as of Q32026. In Q32026, Roth Financial Partners LLC added 5 new positions, increased stakes in 4 stocks, reduced 16 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 23.43% of the total portfolio.