ROSENBLUM SILVERMAN SUTTON S F INC /CA quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ROSENBLUM SILVERMAN SUTTON S F INC /CA opened 7 positions, added to 13, reduced 10, sold out of 0 and left 2 unchanged. The largest increase in value was JAAA (+$7,567,189); the largest decrease was PGF (-$1,662,888).
- VCSH: Country of operation —; Class ETF; Shares 2026-03-31 14,235; Shares 2026-06-30 93,920.
- FLOT: Country of operation —; Class ETF; Shares 2026-03-31 125,240; Shares 2026-06-30 171,980.
- JMBS: Country of operation —; Class ETF; Shares 2026-03-31 250,615; Shares 2026-06-30 276,850.
- IWB: Country of operation —; Class ETF; Shares 2026-03-31 8,775; Shares 2026-06-30 9,506.
Two Form 13F-HR filings compared (SEC CIK 918893): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Science & Technology Partners, L.P. | United States | $0.382B | 43 |
| Luminvest Wealth Management LLC | United States | $0.382B | 55 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | United States | $0.383B | 77 |
| RV Capital AG | Switzerland | $0.383B | 13 |
| Narus Financial Partners, LLC | United States | $0.382B | 163 |
| Milestones Administradora de Recursos Ltda. | Brazil | $0.383B | 17 |
| MILLER VALUE PARTNERS, LLC | United States | $0.383B | 55 |
| Briaud Financial Planning Inc | United States | $0.381B | 38 |
| Quadratic Capital Management LLC | United States | $0.383B | 2 |
| Accel Wealth Management | United States | $0.383B | 290 |