Rosenberg Matthew Hamilton, a firm based in Grand Junction, Colorado, has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists the firm's president, Matthew Rosenberg, as the responsible officer.
The report details a portfolio consisting of 233 individual equity positions. The largest holding in the portfolio is Vanguard Total Stock Market ETF, which comprises 139,230 shares. Other significant individual stock positions include Microsoft with 7,266 shares, Alphabet Inc. Class A with 2,485 shares, and Netflix with 4,857 shares.
The portfolio also includes a mix of other major corporations and exchange-traded funds (ETFs). Notable individual stock holdings include Johnson & Johnson (3,907 shares), Procter & Gamble (3,502 shares), Coca-Cola (7,661 shares), and Costco Wholesale (729 shares). The filing also lists various sector-specific ETFs, such as the Technology Select Sector SPDR ETF, the Vanguard Energy ETF, and the Vanguard International High Dividend Yield ETF.
