ROI Financial Advisors, LLC Diversified Active

Location: Beaverton, OR

CIK: 0002011633 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $174M (100.0% shares, 0.0% debt)

Holdings (65)

NVDA NVIDIA CORPORATION 6.9%
Value $12.01M Shares 64,407 Est. Cost $95.55 Unrealized +94.8%
GOOGL ALPHABET INC 6.4%
Value $11.1M Shares 35,477 Est. Cost $134.14 Unrealized +112.9%
AVGO BROADCOM INC 6.4%
Value $11.07M Shares 31,994 Est. Cost $151.18 Unrealized +136.1%
LLY ELI LILLY & CO 6.2%
Value $10.8M Shares 10,053 Est. Cost $575.10 Unrealized +66.2%
AAPL APPLE INC 6.0%
Value $10.5M Shares 38,632 Est. Cost $182.81 Unrealized +46.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 4.6%
Value $8.021M Shares 26,393 Est. Cost $120.55 Unrealized
MSFT MICROSOFT CORP 4.4%
Value $7.665M Shares 15,848 Est. Cost $355.50 Unrealized +40.8%
COST COSTCO WHSL CORP NEW 4.3%
Value $7.548M Shares 8,753 Est. Cost $573.49 Unrealized +57.9%
AMZN AMAZON COM INC 4.2%
Value $7.398M Shares 32,053 Est. Cost $147.82 Unrealized +54.8%
GLD SPDR GOLD TR 3.7%
Value $6.447M Shares 16,267 Est. Cost $207.54 Unrealized
V VISA INC 3.6%
Value $6.256M Shares 17,838 Est. Cost $245.60 Unrealized +38.6%
WMT WALMART INC 3.6%
Value $6.204M Shares 55,682 Est. Cost $67.76 Unrealized +58.2%
MA MASTERCARD INCORPORATED 3.5%
Value $6.007M Shares 10,523 Est. Cost $400.36 Unrealized +39.6%
PANW PALO ALTO NETWORKS INC 2.9%
Value $5.014M Shares 27,221 Est. Cost $161.78 Unrealized +24.7%
SLV ISHARES SILVER TR 2.7%
Value $4.765M Shares 73,969 Est. Cost $32.64 Unrealized
HD HOME DEPOT INC 2.6%
Value $4.578M Shares 13,305 Est. Cost $295.20 Unrealized +23.5%
IBM INTERNATIONAL BUSINESS MACHS 2.0%
Value $3.499M Shares 11,812 Est. Cost $178.28 Unrealized +67.6%
JPM JPMORGAN CHASE & CO. 1.9%
Value $3.324M Shares 10,317 Est. Cost $196.56 Unrealized +57.5%
FDL FIRST TR EXCHANGE-TRADED FD 1.9%
Value $3.224M Shares 72,717 Est. Cost $36.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value $2.638M Shares 5,248 Est. Cost $461.24 Unrealized +7.9%
FPE FIRST TR EXCH TRADED FD III 1.2%
Value $2.166M Shares 118,860 Est. Cost $17.52 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value $2.049M Shares 14,300 Est. Cost $140.86 Unrealized +4.5%
PUI INVESCO EXCHANGE TRADED FD T 1.1%
Value $1.893M Shares 43,436 Est. Cost $32.59 Unrealized
TSLA TESLA INC 1.1%
Value $1.83M Shares 4,070 Est. Cost $237.97 Unrealized +86.3%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value $1.819M Shares 7,071 Est. Cost $241.43 Unrealized +9.7%
HYDB ISHARES TR 1.0%
Value $1.657M Shares 34,988 Est. Cost $47.51 Unrealized
COKE COCA COLA CONS INC 0.9%
Value $1.593M Shares 10,392 Est. Cost $119.52 Unrealized +22.5%
DUK DUKE ENERGY CORP NEW 0.9%
Value $1.59M Shares 13,567 Est. Cost $87.81 Unrealized +38.4%
INTU INTUIT 0.8%
Value $1.427M Shares 2,154 Est. Cost $554.71 Unrealized +19.1%
KO COCA COLA CO 0.8%
Value $1.341M Shares 19,184 Est. Cost $53.26 Unrealized +30.3%
META META PLATFORMS INC 0.7%
Value $1.292M Shares 1,957 Est. Cost $619.43 Unrealized +7.7%
CAT CATERPILLAR INC 0.7%
Value $1.266M Shares 2,209 Est. Cost $379.84 Unrealized +46.2%
ANET ARISTA NETWORKS INC 0.7%
Value $1.168M Shares 8,912 Est. Cost $104.23 Unrealized +32.1%
VDC VANGUARD WORLD FD 0.6%
Value $1.027M Shares 4,864 Est. Cost $191.02 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value $1.021M Shares 2,110 Est. Cost $428.39 Unrealized +11.2%
LNG CHENIERE ENERGY INC 0.5%
Value $805K Shares 4,142 Est. Cost $229.75 Unrealized -8.6%
T AT&T INC 0.4%
Value $751K Shares 30,227 Est. Cost $26.99 Unrealized -6.3%
AMP AMERIPRISE FINL INC 0.4%
Value $722K Shares 1,472 Est. Cost $408.26 Unrealized +16.1%
IDXX IDEXX LABS INC 0.4%
Value $634K Shares 937 Est. Cost $469.73 Unrealized +45.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $607K Shares 14,912 Est. Cost $41.79 Unrealized -3.1%
VOO VANGUARD INDEX FDS 0.3%
Value $604K Shares 964 Est. Cost $444.38 Unrealized
BNDC FLEXSHARES TR 0.3%
Value $583K Shares 26,059 Est. Cost $22.38 Unrealized
ARM ARM HOLDINGS PLC 0.3%
Value $557K Shares 5,095 Est. Cost $121.17 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value $552K Shares 3,620 Est. Cost $142.86 Unrealized +6.0%
KR KROGER CO 0.3%
Value $548K Shares 8,768 Est. Cost $47.57 Unrealized +37.1%
XOM EXXON MOBIL CORP 0.3%
Value $536K Shares 4,454 Est. Cost $107.44 Unrealized +7.5%
BLK BLACKROCK INC 0.3%
Value $518K Shares 484 Est. Cost $991.05 Unrealized +9.9%
INTC INTEL CORP 0.3%
Value $478K Shares 12,967 Est. Cost $40.00 Unrealized -5.6%
GOOG ALPHABET INC 0.3%
Value $466K Shares 1,487 Est. Cost $234.18 Unrealized +22.3%
BROS DUTCH BROS INC 0.3%
Value $465K Shares 7,601 Est. Cost $64.27 Unrealized -11.6%
NKE NIKE INC 0.2%
Value $356K Shares 5,584 Est. Cost $102.63 Unrealized -36.8%
ORCL ORACLE CORP 0.2%
Value $350K Shares 1,797 Est. Cost $194.07 Unrealized +22.7%
VNQ VANGUARD INDEX FDS 0.2%
Value $349K Shares 3,942 Est. Cost $88.58 Unrealized
SNPS SYNOPSYS INC 0.2%
Value $311K Shares 663 Est. Cost $526.12 Unrealized -15.6%
AMAT APPLIED MATLS INC 0.2%
Value $306K Shares 1,191 Est. Cost $184.83 Unrealized +29.6%
MO ALTRIA GROUP INC 0.2%
Value $296K Shares 5,137 Est. Cost $61.15 Unrealized -2.9%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.2%
Value $292K Shares 10,133 Est. Cost $31.66 Unrealized +36.6%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value $288K Shares 4,780 Est. Cost $48.94 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $279K Shares 833 Est. Cost $289.85 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value $277K Shares 6,145 Est. Cost $31.66 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $256K Shares 1,124 Est. Cost $249.31 Unrealized -14.8%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value $235K Shares 5,311 Est. Cost $44.32 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $216K Shares 5,160 Est. Cost $41.62 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $216K Shares 351 Est. Cost $551.64 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $36,316 Shares 10,557 Est. Cost $3.53 Unrealized 0.0%