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Rose Capital Advisors LLC

hedge fundUpdated 34 days ago

Managed by Rose Capital Advisors Llc • Latest filing Q2 2026

Portfolio value
$199.5M
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
93.5%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

108 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$24.3M
Shares
32.5K
% Port
12.19%
A
2.ACN

ACCENTURE PLC IRELAND

Value
$13M
Shares
104.7K
% Port
6.53%
V

VANGUARD TAX-MANAGED FDS

Value
$12.7M
Shares
178.6K
% Port
6.38%
A

APPLE INC

Value
$7.9M
Shares
27.3K
% Port
3.96%
S

SSGA ACTIVE ETF TR

Value
$7.7M
Shares
195.8K
% Port
3.87%
B

BANK OF AMER CORP

Value
$7.5M
Shares
131.3K
% Port
3.75%
V

VANGUARD INDEX FDS

Value
$7.4M
Shares
24.4K
% Port
3.71%
G

ALPHABET INC

Value
$7.1M
Shares
20.0K
% Port
3.54%
V

VANGUARD INTL EQUITY INDEX F

Value
$6.9M
Shares
116.1K
% Port
3.47%
V
10.VGES

VANGUARD INDEX FDS

Value
$6.6M
Shares
82.2K
% Port
3.32%
B

BERKSHIRE HATHAWAY INC DEL

Value
$5.5M
Shares
11.0K
% Port
2.77%
E
12.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$4.6M
Shares
60.3K
% Port
2.29%
Q
13.QQQ

INVESCO QQQ TR

Value
$4.4M
Shares
5.9K
% Port
2.19%
H
14.HODL

VANECK ETF TRUST

Value
$3.5M
Shares
33.5K
% Port
1.75%
M
15.MSFT

MICROSOFT CORP

Value
$3.5M
Shares
9.3K
% Port
1.73%
E
16.ETHA

ISHARES TR

Value
$3.3M
Shares
15.2K
% Port
1.68%
A
17.ASH

ARK ETF TR

Value
$3.2M
Shares
39.9K
% Port
1.62%
E
18.ETHA

ISHARES TR

Value
$3M
Shares
30.1K
% Port
1.52%
E
19.ETHA

BLACKROCK ETF TRUST

Value
$2.7M
Shares
40.2K
% Port
1.37%
E
20.ETHA

ISHARES TR

Value
$2.5M
Shares
33.0K
% Port
1.27%

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