Roth Financial Partners LLC
All 13F Filings
- Location
- Kingwood, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 303,123
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 32 | 303,123 | 13F-HR | Roth Financial Partners LLC |
| Q3 2025 | 10/20/2025 | 32 | 296,736 | 13F-HR | Roth Financial Partners LLC |
| Q2 2025 | 7/9/2025 | 31 | 277,410 | 13F-HR | Roth Financial Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 175.7 K | 58.0% | 4.267 K | 0 | 4.267 K |
| ETFs | 127.4 K | 42.0% | 2.12 K | 0 | 2.12 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
303,123
Holdings
32
QoQ value change ($000)
6,387
(2.2%)
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.