Home › Roble, Belko & Company, Inc

Roble, Belko & Company, Inc 13F holdings

Filed 2026-07-24 · Roble, Belko & Company, Inc · 486 positions · $925.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS452.5K$167.4M18.1%
VXUSVANGUARD STAR FDS1.1M$94.2M10.2%
BNDVANGUARD BD INDEX FDS873.0K$64.1M6.9%
VEAVANGUARD TAX-MANAGED FDS722.3K$51.5M5.6%
VEUVANGUARD INTL EQUITY INDEX416.9K$34.9M3.8%
VYMVANGUARD WHITEHALL FDS220.4K$34.8M3.8%
XLKSELECT SECTOR SPDR TR181.5K$34.6M3.7%
VVVANGUARD INDEX FDS94.4K$32.5M3.5%
SPYSPDR S&P 500 ETF TR39.1K$29.2M3.2%
IWFISHARES TR RUS 1000 GRW ETF206.6K$25.7M2.8%
VNQVANGUARD INDEX FDS257.7K$24.9M2.7%
ICSHISHARES TR BLACKROCK ULTRA422.9K$21.4M2.3%
SCHBSCHWAB STRATEGIC TR665.3K$19.3M2.1%
VGITVANGUARD SCOTTSDALE318.8K$18.8M2.0%
SPTMSPDR SER TR PORTFOLI S&P1500206.1K$18.7M2.0%
IWVISHARES TR RUSSELL 3000 ETF36.1K$15.4M1.7%
SPDWSPDR INDEX SHS FDS PORTFOLIO DEVLPD276.2K$13.9M1.5%
SCHPSCHWAB STRATEGIC TR US TIPS ETF488.3K$12.9M1.4%
VWOVANGUARD INTL EQUITY INDEX205.7K$12.3M1.3%
ITOTISHARES TR CORE S&P TTL STK68.3K$11.2M1.2%
SCHFSCHWAB STRATEGIC TR399.7K$11.1M1.2%
OEFISHARES TR S&P 100 ETF29.2K$10.7M1.2%
VOOVANGUARD INDEX FDS15.2K$10.5M1.1%
VONEVANGUARD SCOTTSDALE FDS VNG RUS1000IDX25.3K$8.6M0.9%
VGSHVANGUARD SCOTTSDALE FDS140.5K$8.2M0.9%
IWBISHARES TR RUS 1000 ETF16.9K$6.9M0.7%
TJXTJX COS INC NEW31.8K$4.8M0.5%
VBVANGUARD INDEX FDS15.4K$4.7M0.5%
IBDUISHARES TR IBONDS DEC 29164.4K$3.8M0.4%
USRTISHARES TR CRE U S REIT ETF56.5K$3.8M0.4%
IXUSISHARES TR CORE MSCI TOTAL38.1K$3.6M0.4%
EFAISHARES TR MSCI EAFE ETF33.5K$3.5M0.4%
IEFAISHARES TR CORE MSCI EAFE35.1K$3.4M0.4%
MAMASTERCARD INCORPORATED6.5K$3.4M0.4%
VYMIVANGUARD WHITEHALL FDS32.5K$3.2M0.3%
IBDTISHARES TR IBDS DEC28 ETF124.1K$3.1M0.3%
IBMINTERNATIONAL BUSINESS MACHS10.6K$3.0M0.3%
IBDSISHARES TR IBONDS 27 ETF118.5K$2.9M0.3%
MGCVANGUARD WORLD FDS10.5K$2.9M0.3%
SDYSPDR SER TR S&P DIVID ETF18.7K$2.8M0.3%
IVVISHARES TR CORE S&P500 ETF3.7K$2.8M0.3%
IVEISHARES TR S&P 500 VAL ETF11.2K$2.6M0.3%
NVDANVIDIA CORPORATION12.4K$2.5M0.3%
IBDVISHARES TR IBONDS DEC 2030113.7K$2.5M0.3%
IWRISHARES TR RUS MID CAP ETF19.9K$2.2M0.2%
IBDWISHARES TR IBONDS DEC 2031104.8K$2.2M0.2%
MSFTMICROSOFT CORP5.8K$2.2M0.2%
AAPLAPPLE INC6.5K$1.9M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL3.7K$1.9M0.2%
IBDXISHARES TR IBONDS DEC 203272.4K$1.8M0.2%
IBDYISHARES TR IBONDS DEC 203368.8K$1.8M0.2%
IBDZISHARES TR IBONDS DEC 203457.7K$1.5M0.2%
QQQINVESCO QQQ TR2.0K$1.4M0.2%
GOVTISHARES TR US TREAS BD ETF61.5K$1.4M0.2%
ABBVABBVIE INC5.5K$1.4M0.1%
EEMISHARES TR MSCI EMG MKT ETF20.1K$1.4M0.1%
VUSBVANGUARD BD INDEX FDS27.4K$1.4M0.1%
VXFVANGUARD INDEX FDS4.9K$1.2M0.1%
JPSTJ P MORGAN EXCHANGE21.4K$1.1M0.1%
ACWIISHARES INC CORE MSCI EMKT12.6K$1.0M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}