Advertisement
Screener

Roth Financial Partners LLC Current Holdings: USA Stocks

Roth Financial Partners LLC

Roth Financial Partners LLC reported a Form 13F information table total of $292.87 million in 31 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1840888): holdings report, quarter ended 2026-03-31, filed 2026-04-21; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
FAMILY WEALTH PARTNERS, LLCUnited States$0.293B105
Nixon Capital, LLCUnited States$0.293B22
Sharper & Granite LLCUnited States$0.293B107
FIRETRAIL INVESTMENTS PTY LTDAustralia$0.293B28
MONTGOMERY INVESTMENT MANAGEMENT INCUnited States$0.293B103
CURIO WEALTH, LLCUnited States$0.293B1,256
Consilium Wealth Advisory, LLCUnited States$0.293B102
Walker Financial Services, Inc.United States$0.292B43
HF Advisory Group, LLCUnited States$0.293B166
Engle Capital Management, L.P.United States$0.293B22