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Holders — by stockHoldings — by fund

Rosenberg Matthew Hamilton

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1812103

$536.8M

disclosed book value

792

positions

14.5%

largest position share

Positions, as of 2026-06-30

top 100 of 792 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF858,575$78.0M14.5%
2VTIVANGUARD TOTAL STK MKT140,063$51.8M9.7%
3VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF523,636$43.3M8.1%
4JPSTJPMORGAN ULTRA-SHORT INCOME ETF681,739$34.5M6.4%
5SCHFSCHWAB INTERNATIONAL EQUITY ETF985,699$27.3M5.1%
6BIVVANGUARD INTERMEDIATE-TERM BOND337,688$25.9M4.8%
7JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF262,671$13.4M2.5%
8SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF259,321$13.1M2.4%
9VEAVANGUARD FTSE DEVELOPED MARKETS ETF153,827$11.0M2%
10JMUBJPMORGAN MUNICIPAL ETF210,875$10.7M2%
11SCHOSCHWAB SHORT-TERM US TREASURY ETF391,123$9.4M1.8%
12BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF69,850$9.4M1.8%
13SCHXSCHWAB U.S. LARGE-CAP ETF265,490$7.8M1.5%
14IEMGISHARES CORE MSCI EMERGING MARKETS ETF85,504$7.1M1.3%
15VYMVANGUARD HIGH DIVIDEND YIELD39,417$6.2M1.2%
16NVDANVIDIA CORPORATION COM23,468$4.7M0.9%
17SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF83,730$4.2M0.8%
18SCHBSCHWAB U.S. BROAD MARKET ETF145,486$4.2M0.8%
19GOOGALPHABET INC CAP STK CL C11,676$4.1M0.8%
20AAPLAPPLE INC12,805$3.7M0.7%
21STATE STREET SPDR ICE PREFERRED SECURITIES ETF114,610$3.5M0.7%
22SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF111,604$3.3M0.6%
23MSFTMICROSOFT7,368$2.7M0.5%
24MUBISHARES AMT-FREE MUNI BOND ETF25,535$2.7M0.5%
25SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF59,273$2.5M0.5%
26TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS5,149$2.5M0.5%
27EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF24,062$2.3M0.4%
28VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF22,216$2.2M0.4%
29AVGOBROADCOM INC COM5,736$2.2M0.4%
30JPMJPMORGAN CHASE & CO COM6,292$2.1M0.4%
31SCHWAB 1-5 YEAR CORPORATE BOND ETF78,990$1.9M0.4%
32ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF11,480$1.9M0.4%
33VCSHVANGUARD SHORT TERM CORP BOND FD ETF23,297$1.8M0.3%
34EXXONMOBIL HOLDINGS CORP COM SHS13,466$1.8M0.3%
35JCPBJPMORGAN CORE PLUS BOND ETF38,841$1.8M0.3%
36CATCATERPILLAR INC COM1,685$1.8M0.3%
37VWOVANGUARD FTSE EMERGING MARKETS ETF29,180$1.7M0.3%
38SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF68,542$1.7M0.3%
39BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF17,254$1.6M0.3%
40MBBISHARES MBS ETF16,253$1.5M0.3%
41SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF14,325$1.5M0.3%
42ISHARES CMBS ETF30,714$1.5M0.3%
43SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF28,575$1.5M0.3%
44GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF15,641$1.5M0.3%
45MUMICRON TECHNOLOGY INC COM1,204$1.4M0.3%
46BSVVANGUARD SHORT-TERM BOND ETF17,296$1.3M0.3%
47VLOVALERO ENERGY CORP COM4,932$1.3M0.2%
48AMDADVANCED MICRO DEVICES INC COM2,189$1.3M0.2%
49WMTWALMART INC COM11,103$1.3M0.2%
50AMZNAMAZON COM INC COM5,164$1.2M0.2%
51CVXCHEVRON CORPORATION COM7,011$1.2M0.2%
52SLVISHARES SILVER TRUST21,106$1.1M0.2%
53GSGOLDMAN SACHS GROUP INC1,108$1.1M0.2%
54COPCONOCOPHILLIPS COM10,535$1.1M0.2%
55GLDSPDR GOLD SHARES2,863$1.1M0.2%
56PFFISHARES S&P U.S. PREFERRED STOCK ETF34,269$1.0M0.2%
57ABBVABBVIE INC COM4,135$1.0M0.2%
58MPCMARATHON PETE CORP COM4,037$1.0M0.2%
59JNJJOHNSON & JOHNSON COM3,924$996,5780.2%
60BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW1,973$987,2690.2%
61SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF28,971$969,3700.2%
62GOOGLALPHABET INC CAP STK CL A2,607$931,6640.2%
63LLYELI LILLY & CO COM748$897,1740.2%
64PSXPHILLIPS 66 COM5,106$863,1690.2%
65MSMORGAN STANLEY COM NEW4,067$850,1660.2%
66METAMETA PLATFORMS INC CL A1,493$840,9920.2%
67HIMUISHARES HIGH YIELD MUNI ACTIVE ETF16,504$821,8990.2%
68GEGE AEROSPACE COM NEW2,181$814,9320.2%
69SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF35,282$798,7840.1%
70SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF7,134$787,2370.1%
71CSCOCISCO SYS INC COM6,692$786,0420.1%
72CCITIGROUP INC5,473$766,0110.1%
73SHELSHELL PLC SPON ADS9,618$745,7560.1%
74VCLTVANGUARD LONG TERM CORP BOND FD ETF9,910$745,7280.1%
75SOXXISHARES SEMICONDUCTOR ETF1,163$745,2040.1%
76MRKMERCK & CO INC5,672$728,8700.1%
77ESGUISHARES ESG AWARE MSCI USA ETF4,318$706,6450.1%
78QQQINVESCO QQQ TRUST SERIES I948$698,1070.1%
79SCHESCHWAB EMERGING MARKETS EQUITY ETF19,233$697,3890.1%
80ASML HLDG NV N Y REGISTRY SHS350$696,3040.1%
81SCHDSCHWAB US DIVIDEND EQUITY ETF21,542$683,0970.1%
82COSTCOSTCO WHOLESALE CORPORATION COM729$681,9580.1%
83EATON CORP PLC SHS1,589$677,1050.1%
84RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT3,053$649,5580.1%
85KOCOCA COLA CO COM7,925$644,0370.1%
86ORCLORACLE CORP COM4,262$624,5960.1%
87HDHOME DEPOT INC COM1,767$623,1860.1%
88BACBANK OF AMER CORP COM10,836$617,4250.1%
89MCDMCDONALDS CORP COM2,280$616,3070.1%
90DELLDELL TECHNOLOGIES INC CL C1,406$606,6330.1%
91VVISA INC COM CL A1,767$606,2400.1%
92RTXRTX CORPORATION COM3,110$590,0600.1%
93MARMARRIOTT INTL INC NEW CL A1,567$580,7150.1%
94SCCOSOUTHERN COPPER CORP COM3,325$579,4150.1%
95AXPAMERICAN EXPRESS CO COM1,697$574,0100.1%
96TMOTHERMO FISHER SCIENTIFIC INC COM1,140$571,5500.1%
97UNHUNITEDHEALTH GROUP INC COM1,374$571,0760.1%
98IBMINTERNATIONAL BUSINESS MACHS COM1,983$557,7800.1%
99NEARISHARES SHORT DURATION BOND ACTIVE ETF10,718$542,9590.1%
100SCHWSCHWAB CHARLES CORP COM5,804$535,5350.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.