Rockbridge Investment Management, LCC
All 13F Filings
- Location
- Syracuse, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,231,423
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 146 | 1,231,423 | 13F-HR | Rockbridge Investment Management, LCC |
| Q1 2026 | 5/14/2026 | 137 | 1,112,809 | 13F-HR | Rockbridge Investment Management, LCC |
| Q4 2025 | 2/4/2026 | 135 | 1,075,180 | 13F-HR | Rockbridge Investment Management, LCC |
| Q3 2025 | 11/12/2025 | 133 | 1,013,213 | 13F-HR | Rockbridge Investment Management, LCC |
| Q2 2025 | 8/11/2025 | 133 | 932,812 | 13F-HR | Rockbridge Investment Management, LCC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.1 K | 3.7% | 5.856 K | 0 | 5.856 K |
| ETFs | 1.183 M | 96.1% | 113.2 K | 0 | 113.2 K |
| Debt | 3.43 K | 0.3% | 0 | 448 | -448 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,231,423
Holdings
146
QoQ value change ($000)
118,614
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.