Roan Capital Partners
All 13F Filings
- Location
- Johnson City, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 136,543
- Description
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- Website
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- 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 | 10/9/2026 | 78 | 136,543 | 13F-HR | Roan Capital Partners |
| Q2 2026 | 7/8/2026 | 78 | 120,583 | 13F-HR | Roan Capital Partners |
| Q1 2026 | 4/15/2026 | 77 | 108,243 | 13F-HR | Roan Capital Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.48 K | 26.0% | 14.17 K | 0 | 14.17 K |
| ETFs | 101.1 K | 74.0% | 1.787 K | 0 | 1.787 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
136,543
Holdings
78
QoQ value change ($000)
15,960
(13.2%)
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.