§ 13F · FUND PROFILE
Roble, Belko & Company, Inc.
AUM · $925K (13F)Positions · 486Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 452K | $167K | 18.1% | +5% |
| 2 | VXUS | VANGUARD STAR FDS | 1.10M | $94K | 10.2% | +6% |
| 3 | BND | VANGUARD BD INDEX FDS | 873K | $64K | 6.9% | +35% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 722K | $51K | 5.6% | +1% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX | 417K | $35K | 3.8% | +1% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 220K | $35K | 3.8% | +4% |
| 7 | XLK | SELECT SECTOR SPDR TR | 181K | $35K | 3.7% | ±0% |
| 8 | VV | VANGUARD INDEX FDS | 94K | $32K | 3.5% | +5% |
| 9 | SPY | SPDR S&P 500 ETF TR | 39K | $29K | 3.2% | ±0% |
| 10 | IWF | ISHARES TR RUS 1000 GRW ETF | 207K | $26K | 2.8% | +300% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBLE, SIGNAL
AC read
Roble, Belko & Company, Inc is a Other fund managing $925 thousand in assets. The fund runs a broad portfolio of 486 positions.
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