StockDriftsStockDriftsTop 50 Rose Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.04% | 32.5K | $24.3M | new | $691.91(+12.35%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.83% | 178.6K | $12.7M | new | $66.64(+9.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.23% | 27.3K | $7.9M | new | $267.99(+14.43%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 4.14% | 195.8K | $7.7M | new | $39.56(-1.91%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 4.01% | 131.3K | $7.5M | new | $52.10(+23.08%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.97% | 24.4K | $7.4M | new | $278.48(+10.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.79% | 20.0K | $7.1M | new | $313.24(+11.89%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.72% | 116.1K | $6.9M | new | $56.05(+7.76%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.55% | 82.2K | $6.6M | new | $75.40(+10.11%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.96% | 11.0K | $5.5M | new | $487.53(+7.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Rose Capital Advisors LLC reports $199.51M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.0%), VEA (6.8%) and AAPL (4.2%). The top 20 holdings account for 67.98% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Rose Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2148496). View Rose Capital Advisors LLC’s 13F filings on SEC