Rockbridge Investment Management, LCC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,075,180
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 135 | 1,075,180 | 13F-HR | Rockbridge Investment Management, LCC |
| Q3 2025 | 11/12/2025 | 133 | 1,013,213 | 13F-HR | Rockbridge Investment Management, LCC |
| Q2 2025 | 8/11/2025 | 133 | 932,812 | 13F-HR | Rockbridge Investment Management, LCC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 965.3 K | 89.8% | 62.56 K | 0 | 62.56 K |
| ETFs | 104.3 K | 9.7% | 0 | 23 | -23 |
| Debt | 3.932 K | 0.4% | 0 | 318 | -318 |
| Other | 1.71 K | 0.2% | 0 | 248 | -248 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
1,075,180
Holdings
135
QoQ value change ($000)
61,967
(6.1%)
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.