Roxbury Financial LLC
All 13F Filings
- Location
- Mount Arlington, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 130,359
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/1/2026 | 426 | 130,359 | 13F-HR | Roxbury Financial LLC |
| Q2 2026 | 7/1/2026 | 410 | 126,473 | 13F-HR | Roxbury Financial LLC |
| Q1 2026 | 4/17/2026 | 392 | 111,215 | 13F-HR | Roxbury Financial LLC |
| Q4 2025 | 1/5/2026 | 371 | 111,450 | 13F-HR | Roxbury Financial LLC |
| Q3 2025 | 10/1/2025 | 367 | 108,298 | 13F-HR | Roxbury Financial LLC |
| Q2 2025 | 7/7/2025 | 362 | 102,650 | 13F-HR | Roxbury Financial LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
264
(0.2% of total reported value)
· QoQ Δ:
+264
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.28 K | 67.1% | 2.569 K | 0 | 2.569 K |
| ETFs | 42.8 K | 32.9% | 1.042 K | 0 | 1.042 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/1/2026
Total value ($000)
130,359
Holdings
426
QoQ value change ($000)
3,886
(3.1%)
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.