Round Rock Advisors LLC - Portfolio overview

Round Rock Advisors LLC has 393 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 6.75%
2. QQQ - INVESCO QQQ TR, 6.73%
3. JPST - J P MORGAN EXCHANGE TRADED F, 6.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.