13F Filings History of Roth Financial Partners LLC

Latest 13F report
Q3 2025 - 20 Oct 2025
Value $
$296,735,614
Signature - Title
Eric Johnson - Chief Compliance Officer
Location
Kingwood, TX
Summary
This page shows a list of all the recent 13F filings made by Roth Financial Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roth Financial Partners LLC reported 32 stock holdings with total value $296,735,614 as of Q3 2025. Top holdings included IEFA, IVV, SPY, IJR, and RSP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 32 $296,735,614 +$3,873,397 -$2,134,930 +$1,738,467 IEFA, IVV, SPY, IJR, RSP 13F-HR 20 Oct 2025, 15:47
Q2 2025 31 $277,410,064 +$6,248,785 -$3,212,518 +$3,036,267 IEFA, IVV, SPY, IJR, VOO 13F-HR 09 Jul 2025, 14:20
Q1 2025 31 $253,173,584 +$5,728,265 -$938,789 +$4,789,476 IEFA, IVV, SPY, IJR, RSP 13F-HR 18 Apr 2025, 14:17
Q4 2024 32 $251,231,908 +$8,102,585 -$1,318,239 +$6,784,346 IVV, IEFA, SPY, IJR, RSP 13F-HR 14 Jan 2025, 11:59
Q3 2024 31 $250,462,339 +$5,404,081 -$875,531 +$4,528,550 IEFA, IVV, SPY, IJR, RSP Restatement 14 Jan 2025, 12:05
Q2 2024 32 $231,806,450 +$8,855,922 -$3,919,941 +$4,935,981 IEFA, IVV, SPY, IJR, RSP 13F-HR 03 Jul 2024, 15:58
Q1 2024 30 $225,779,533 +$20,259,411 -$2,267,553 +$17,991,858 IVV, IEFA, SPY, IJR, RSP 13F-HR 12 Apr 2024, 16:16
Q4 2023 27 $195,287,060 +$22,540,387 -$3,720,629 +$18,819,758 IEFA, IVV, SPY, IJR, RSP 13F-HR 31 Jan 2024, 13:36
Q3 2023 26 $159,813,958 +$8,937,133 -$1,905,886 +$7,031,247 IEFA, IVV, SPY, IJR, RSP 13F-HR 10 Oct 2023, 16:01
Q2 2023 25 $159,441,658 +$2,992,614 -$649,209 +$2,343,405 IVV, IEFA, SPY, IJR, RSP 13F-HR 14 Jul 2023, 17:04
Q1 2023 23 $150,192,701 +$3,656,409 -$500,082 +$3,156,327 IEFA, IVV, SPY, IJR, RSP 13F-HR 05 Apr 2023, 16:05
Q4 2022 21 $138,389,000 +$3,293,810 -$447,518 +$2,846,292 IEFA, IVV, SPY, IJR, RSP 13F-HR 19 Jan 2023, 14:07
Q3 2022 25 $124,695,000 +$11,331,677 -$3,049,336 +$8,282,341 IVV, IEFA, SPY, IJR, RSP 13F-HR 07 Oct 2022, 13:05
Q2 2022 26 $125,266,000 +$10,420,206 -$604,236 +$9,815,970 IVV, IEFA, SPY, IJR, RSP 13F-HR 11 Jul 2022, 17:08
Q1 2022 32 $138,536,000 +$5,702,741 -$294,563 +$5,408,178 IVV, IEFA, SPY, IJR, RSP 13F-HR 14 Apr 2022, 17:13
Q4 2021 28 $140,490,000 +$3,670,193 -$848,556 +$2,821,637 IVV, SPY, IEFA, IJR, RSP 13F-HR 18 Jan 2022, 12:57
Q3 2021 26 $128,873,000 +$2,010,462 -$1,248,515 +$761,947 IVV, IEFA, SPY, IJR, RSP 13F-HR 18 Oct 2021, 18:31
Q2 2021 24 $129,790,000 +$2,722,922 -$1,536,608 +$1,186,314 IVV, IEFA, SPY, IJR, RSP 13F-HR 09 Jul 2021, 12:47
Q1 2021 23 $120,894,000 +$16,692,704 -$4,409,907 +$12,282,797 IVV, IEFA, SPY, IJR, RSP 13F-HR 15 Apr 2021, 21:21
Q4 2020 20 $100,947,000 $0 IEFA, IVV, SPY, IJR, VWO 13F-HR 26 Jan 2021, 17:52