StockDriftsStockDriftsTop 50 Roehl & Yi Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ETF TR | 7.3% | 219.9K | $22.2M | -0.29%(-630) | $100.52(+0.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.19% | 295.0K | $15.8M | -0.19%(-566) | $229.11(+33.24%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.16% | 614.3K | $15.7M | +205.89%(+413.46K) | $608.24(+17.54%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 4.17% | 167.5K | $12.7M | -10.45%(-19.56K) | $75.57(+0.01%) | 2026-06-30 | |
| VPLS | VANGUARD MALVERN FDS | 3.62% | 141.9K | $11.0M | +35.80%(+37.41K) | $78.02(-1.83%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.6% | 90.6K | $10.9M | -0.22%(-198) | $478.60(+5.92%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.21% | 317.2K | $9.8M | +139.36%(+184.65K) | $67.76(+20.69%) | 2026-06-30 | |
| GUNR | FLEXSHARES TR | 2.85% | 176.0K | $8.7M | +18.20%(+27.11K) | $41.49(+28.26%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 2.03% | 9.6K | $6.2M | -25.35%(-3.27K) | $221.38(+120.11%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.99% | 40.7K | $6.0M | +0.24%(+97) | $116.06(+29.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.19% |
Roehl & Yi Investment Advisors LLC reports $303.89M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are MINT (7.3%), AAPL (5.2%) and VOO (5.2%). The top 20 holdings account for 54.38% of reported assets. Its disclosed equity book has returned +16.38% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Roehl & Yi Investment Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Roehl & Yi Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2097566). View Roehl & Yi Investment Advisors LLC’s 13F filings on SEC