R. W. Roge & Company
$236M 13F equity value
70 Holdings
Quarter ended June 30, 2026
The latest 13F on file for R. W. Roge & Company covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 54,388 | $37M | 15.8% |
| VUG | VANGUARD INDEX FDS | 377,056 | $32M | 13.8% |
| VTV | VANGUARD INDEX FDS | 104,065 | $23M | 9.6% |
| VGIT | VANGUARD SCOTTSDALE FDS | 299,214 | $18M | 7.5% |
| GLDM | WORLD GOLD TR | 147,721 | $12M | 5.0% |
| SCHX | SCHWAB STRATEGIC TR | 369,141 | $11M | 4.6% |
| VPLS | VANGUARD MALVERN FDS | 127,432 | $10M | 4.2% |
| DFAI | DIMENSIONAL ETF TRUST | 173,755 | $7M | 3.0% |
| DEXC | DIMENSIONAL ETF TRUST | 84,530 | $7M | 3.0% |
| VTI | VANGUARD INDEX FDS | 17,534 | $6M | 2.8% |
Track R. W. Roge & Company's 13F portfolio: $236M in reported holdings, 70 positions. Top holdings and quarterly changes on SentiSense.
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