StockDriftsStockDriftsTop 50 Roi Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.69% | 56.4K | $12.9M | -3.44%(-2.01K) | $46.51(+366.75%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.29% | 36.4K | $12.1M | -2.67%(-996) | $182.02(+88.41%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.91% | 24.9K | $11.4M | -2.09%(-531) | $112.68(+272.93%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.69% | 31.8K | $10.9M | -2.80%(-918) | $142.69(+141.22%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 5.54% | 9.2K | $10.7M | -3.21%(-306) | $560.02(+121.48%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 5.13% | 28.1K | $9.9M | -7.76%(-2.36K) | $97.74(+242.33%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 5.03% | 24.4K | $9.7M | -7.22%(-1.90K) | $134.92(+157.14%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.14% | 32.0K | $8.0M | -1.46%(-474) | $148.24(+77.05%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.13% | 15.5K | $7.9M | -1.76%(-278) | $352.89(+51.18%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.03% | 8.5K | $7.8M | -1.13%(-97) | $613.32(+62.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +89.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +79.82% |
Roi Financial Advisors LLC reports $192.52M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.7%), AAPL (6.3%) and TSM (5.9%). The top 20 holdings account for 76.3% of reported assets. Its disclosed equity book has returned +89.93% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roi Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011633). View Roi Financial Advisors LLC’s 13F filings on SEC