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Rossby Financial, LCC

Rossby Financial, LCC is an Investment Adviser institutional filer with the SEC under CIK 2056510, reporting 2,144 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: FL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-04

Top 10 portfolio positions

The largest reported holdings in Rossby Financial, LCC's most recent 13F filing, ranked by reported market value.

  1. MORGAN STANLEY ETF TRUST (CVIE)
  2. MORGAN STANLEY ETF TRUST (CVLC)
  3. ISHARES TR (SMMD)
  4. EA SERIES TRUST (FRDM)
  5. SCHWAB STRATEGIC TR (SCHG)
  6. NVIDIA CORPORATION (NVDA)
  7. APPLE INC (AAPL)
  8. STATE STR SPDR S&P 500 ETF T (SPY)
  9. VANGUARD INDEX FDS (VOO)
  10. ISHARES TR (EAGG)
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