ROWLANDMILLER & PARTNERS.ADV

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q1 2026
Holdings value ($000)
493,277
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/1/2026 189 493,277 13F-HR ROWLANDMILLER & PARTNERS.ADV
Q4 2025 2/12/2026 196 518,220 13F-HR ROWLANDMILLER & PARTNERS.ADV
Q3 2025 10/1/2025 187 509,118 13F-HR ROWLANDMILLER & PARTNERS.ADV
Q2 2025 7/1/2025 187 484,521 13F-HR ROWLANDMILLER & PARTNERS.ADV
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 484.6 K 98.2% 0 33.65 K -33.65 K
ETFs 8.707 K 1.8% 8.707 K 0 8.707 K
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Fund Snapshot

Q1 2026
Latest filed
4/1/2026
Total value ($000)
493,277
Holdings
189
QoQ value change ($000)
-24,943 (-4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.