Roth Financial Partners LLC - Q12026 Holdings

Roth Financial Partners LLC holds 31 stocks with a total portfolio value of $ 292.87M as of Q12026. In Q12026, Roth Financial Partners LLC added 1 new position, increased stakes in 3 stocks, reduced 19 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (IEFA), representing 22.89% of the total portfolio.