Roth Financial Partners LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists a total of 37 individual securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the holdings. Among the largest ETF positions are the iShares Core MSCI EAFE ETF, holding 762,710 shares, and the iShares Core S&P 500 ETF, holding 102,393 shares. Other significant ETF holdings include the Vanguard Total Stock Market ETF (130,732 shares), the Vanguard S&P 500 ETF (22,785 shares), and the Vanguard Small Cap ETF (11,075 shares).
In addition to ETFs, the filing lists several individual common stock positions. Advanced Micro Devices Inc. is the largest single stock holding, with 1,500 shares. Other notable individual stock positions include NVIDIA Corporation (8,000 shares), Chevron Corporation (13,193 shares), ExxonMobil Holdings Corp. (5,331 shares), and Apple Inc. (10,645 shares).
The report was signed by Eric Johnson, the Chief Compliance Officer of Roth Financial Partners LLC, and was filed on October 6, 2026.
