Portfolio (Quarterly) Guide ↗

Roth Financial Partners LLC

· CIK 0001840888

13F Portfolio $293M AUM 31 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 3 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CDNS	CADENCE DESIGN SYSTEM INC	Technology	700	$219K	0.07%	SOLD
2	RDDT	REDDIT INC	Communication Services	900	$207K	0.07%	SOLD

Sector Allocation

Financial Services 73.9%

Technology 13.2%

Energy 10.1%

Communication Services 1.9%

Consumer Cyclical 0.9%