ETF Holders

Rowlandmiller & Partners.ADV ETF holdings

Atlanta, GA

Reported $8.0M in 19 ETFs in its Form 13F for June 30, 2026.

ETF value
$8.0M
ETFs held
19
Change from prior quarter
+14.5%
With price moves
ETFs as a share of its 13F
1.5%
of $548.6M

Top 10 of 19 ETF holdings

TickerFundValueSharesChange
VTIVanguard Morningstar Total Stock Market ETF$2.0M5,410+117 shares
SPYState Street SPDR S&P 500 ETF Trust$812K1,087+19 shares
VUGVanguard Morningstar Growth ETF$754K8,754+7,295 shares
DFATDimensional U.S. Targeted Value ETF$472K6,748No change
SCHDSchwab U.S. Dividend Equity ETF$435K13,716+16 shares
IEFAiShares Core MSCI EAFE ETF$421K4,358No change
VTVVanguard Morningstar Value ETF$399K1,833No change
IEMGiShares Core MSCI Emerging Markets ETF$384K4,639No change
USMViShares MSCI USA Min Vol Factor ETF$350K3,632No change
DFUVDimensional US Marketwide Value ETF$305K5,537No change
9 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000225816. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Rowlandmiller & Partners.ADV own?

Rowlandmiller & Partners.ADV reported 19 ETF positions worth $8.0M in its Form 13F for June 30, 2026. The largest was VTI, at $2.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.