Rose Capital Advisors LLC: 13F holdings
CIK 21484962026Q2
| Positions | 107 |
|---|---|
| Reported value | $199.5m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 32,464 | $24.3m | 12.2% |
| VEA VANGUARD TAX-MANAGED FDS | 178,645 | $12.7m | 6.4% |
| AAPL APPLE INC | 27,284 | $7.9m | 4.0% |
| TOTL SSGA ACTIVE ETF TR | 195,822 | $7.7m | 3.9% |
| BAC BANK OF AMER CORP | 131,295 | $7.5m | 3.7% |
| VB VANGUARD INDEX FDS | 24,429 | $7.4m | 3.7% |
| GOOG ALPHABET INC | 19,982 | $7.1m | 3.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 116,148 | $6.9m | 3.5% |
| VO VANGUARD INDEX FDS | 82,236 | $6.6m | 3.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 11,048 | $5.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2148496")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.