Roxbury Financial LLC
All 13F Filings
- Location
- Mount Arlington, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,215
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.29 K | 67.7% | 0 | 1.608 K | -1.608 K |
| ETFs | 35.92 K | 32.3% | 1.362 K | 0 | 1.362 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
111,215
Holdings
392
QoQ value change ($000)
-235
(-0.2%)
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.