Rosenberg Matthew Hamilton
$537M 13F equity value
820 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rosenberg Matthew Hamilton 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 |
|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 858,575 | $78M | 14.5% |
| VTI | VANGUARD TOTAL STK MKT | 140,063 | $52M | 9.7% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 523,636 | $43M | 8.1% |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 681,739 | $34M | 6.4% |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 985,699 | $27M | 5.1% |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 337,688 | $26M | 4.8% |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 262,671 | $13M | 2.5% |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 259,321 | $13M | 2.4% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 153,827 | $11M | 2.0% |
| JMUB | JPMORGAN MUNICIPAL ETF | 210,875 | $11M | 2.0% |
Track Rosenberg Matthew Hamilton's 13F portfolio: $537M in reported holdings, 820 positions. Top holdings and quarterly changes on SentiSense.
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