Roble, Belko & Company
SEWICKLEY, PAfiles as Roble, Belko & Company, Inc
$925m in 486 US stocks at the end of 30 June 2026. The top 10 are 61.5% of the money. It changed about 3.8% of the portfolio this quarter.
Value
$925m
Stocks
486
Top 10 share
61.5%
Turnover
3.8%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIBDZ0.2% of the fund
- AccentureACN<0.1% of the fund
- ChronoScale HoldingsCHRN<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- UnileverUL<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
- Etfis SER TR IPFFA<0.1% of the fund
- Neos ETF TrustNIHI<0.1% of the fund
- FrontlineFRO<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Wedbush SER TRIVEP<0.1% of the fund
- VistraVST<0.1% of the fund
- IrenIREN<0.1% of the fund
- BETA TechnologiesBETA<0.1% of the fund
- ARK ETF TRARKX0.0% of the fund
- ETF SER SolutionsQTUM0.0% of the fund
- IonQIONQ0.0% of the fund
- Procure ETF Trust IIUFO0.0% of the fund
- Tidal Trust IIMSTY0.0% of the fund
- Tema ETF TrustNASA0.0% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI18.1% of the fund+5%
- Vanguard Star FDSVXUS10.2% of the fund+6%
- Vanguard BD Index FDSBND6.9% of the fund+35%
- Vanguard Whitehall FDSVYM3.8% of the fund+4%
- Vanguard Index FDSVV3.5% of the fund+5%
- Vanguard Index FDSVNQ2.7% of the fund+2%
- Ishares TRICSH2.3% of the fund+5%
- Spdr Index SHS FDSSPDW1.5% of the fund+6%
- Vanguard Index FDSVOO1.1% of the fund+207%
- Vanguard Scottsdale FDSVGSH0.9% of the fund+42%
- Ishares TRIBDU0.4% of the fund+38%
- Ishares TRUSRT0.4% of the fund+8%
- Vanguard Whitehall FDSVYMI0.3% of the fund+2%
- Ishares TRIBDT0.3% of the fund+34%
- Ishares TRIBDS0.3% of the fund+42%
- Ishares TRIBDV0.3% of the fund+11%
- Ishares TRIBDW0.2% of the fund+85%
- MicrosoftMSFT0.2% of the fund+18%
- AppleAAPL0.2% of the fund+18%
- Ishares TRIBDY0.2% of the fund+29%
- Ishares TRIBDR<0.1% of the fund+27%
- Vanguard Index FDSVTV<0.1% of the fund+77%
- Vanguard Index FDSVUG<0.1% of the fund+307%
- Schwab Strategic TRSCHD<0.1% of the fund+2%
- ServiceNowNOW<0.1% of the fund+30%
Cut
Sold some of their stake.
- Spdr Series TrustSPTM2.0% of the fund-2%
- Schwab Strategic TRSCHP1.4% of the fund-8%
- Ishares TRIXUS0.4% of the fund-4%
- Ishares TRGOVT0.2% of the fund-6%
- Vanguard Index FDSVXF0.1% of the fund-3%
- Amazon.comAMZN0.1% of the fund-2%
- Schwab Strategic TRSCHH<0.1% of the fund-3%
- Ishares TRSHV<0.1% of the fund-9%
- OneokOKE<0.1% of the fund-23%
- Cisco SystemsCSCO<0.1% of the fund-3%
- United Parcel ServiceUPS<0.1% of the fund-6%
- GE VernovaGEV<0.1% of the fund-6%
- Invesco Actvely Mngd ETC FDPDBC<0.1% of the fund-43%
- Micron TechnologyMU<0.1% of the fund-30%
- Schwab Strategic TRSCHE<0.1% of the fund-3%
- Arthur J. GallagherAJG<0.1% of the fund-14%
- Home DepotHD<0.1% of the fund-2%
- Vanguard Whitehall FDSVIGI<0.1% of the fund-4%
- Vanguard Malvern FDSVTIP<0.1% of the fund-3%
- Advanced Micro DevicesAMD<0.1% of the fund-13%
- Cirrus LogicCRUS<0.1% of the fund-29%
- AT&TT<0.1% of the fund-7%
- Costco WholesaleCOST<0.1% of the fund-10%
- SandiskSNDK<0.1% of the fund-28%
- Western DigitalWDC<0.1% of the fund-43%
Sold out
Sold their entire stake.
- Foster L BFSTR-100%
- DuPont de NemoursDD-100%
- Honeywell InternationalHON-100%
- Unilever-100%
- Ekso Bionics Holdings INC Series B PFD-100%
- DatadogDDOG-100%
- Alliant EnergyLNT-100%
- ConocoPhillipsCOP-100%
- Coterra EnergyCTRA-100%
- Campbell'sCPB-100%
- Mirum PharmaceuticalsMIRM-100%
- Serve RoboticsSERV-100%
- UL SolutionsULS-100%
- Fidelity Covington TrustFREL-100%
- Huntington BancsharesHBAN-100%
- Wisdomtree TRUSFR-100%
- EntergyETR-100%
- Ishares TRITDI-100%
- Morgan StanleyMS-100%
- Richtech RoboticsRR-100%
- YieldMax MSTR Option Income Strategy ETF-100%
- World Gold TRGLDM-100%
- StellantisSTLA-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 18.1%
- Value
- $167m
- Shares
- 452,490
+5%
- Vanguard Star FDSVXUS
- Share
- 10.2%
- Value
- $94m
- Shares
- 1,102,361
+6%
- Vanguard BD Index FDSBND
- Share
- 6.9%
- Value
- $64m
- Shares
- 873,025
+35%
- Vanguard Tax-Managed FDSVEA
- Share
- 5.6%
- Value
- $51m
- Shares
- 722,252
Held
- Vanguard Intl Equity Index FVEU
- Share
- 3.8%
- Value
- $35m
- Shares
- 416,876
Held
- Vanguard Whitehall FDSVYM
- Share
- 3.8%
- Value
- $35m
- Shares
- 220,368
+4%
- Select Sector Spdr TRXLK
- Share
- 3.7%
- Value
- $35m
- Shares
- 181,464
Held
- Vanguard Index FDSVV
- Share
- 3.5%
- Value
- $32m
- Shares
- 94,428
+5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.2%
- Value
- $29m
- Shares
- 39,108
Held
- Ishares TRIWF
- Share
- 2.8%
- Value
- $26m
- Shares
- 206,612
Held
- Vanguard Index FDSVNQ
- Share
- 2.7%
- Value
- $25m
- Shares
- 257,749
+2%
- Ishares TRICSH
- Share
- 2.3%
- Value
- $21m
- Shares
- 422,906
+5%
- Schwab Strategic TRSCHB
- Share
- 2.1%
- Value
- $19m
- Shares
- 665,320
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 2.0%
- Value
- $19m
- Shares
- 318,766
Held
- Spdr Series TrustSPTM
- Share
- 2.0%
- Value
- $19m
- Shares
- 206,069
-2%
- Ishares TRIWV
- Share
- 1.7%
- Value
- $15m
- Shares
- 36,119
Held
- Spdr Index SHS FDSSPDW
- Share
- 1.5%
- Value
- $14m
- Shares
- 276,167
+6%
- Schwab Strategic TRSCHP
- Share
- 1.4%
- Value
- $13m
- Shares
- 488,303
-8%
- Vanguard Intl Equity Index FVWO
- Share
- 1.3%
- Value
- $12m
- Shares
- 205,733
Held
- Ishares TRITOT
- Share
- 1.2%
- Value
- $11m
- Shares
- 68,347
Held
- Schwab Strategic TRSCHF
- Share
- 1.2%
- Value
- $11m
- Shares
- 399,736
Held
- Ishares TROEF
- Share
- 1.2%
- Value
- $11m
- Shares
- 29,243
Held
- Vanguard Index FDSVOO
- Share
- 1.1%
- Value
- $10m
- Shares
- 15,234
+207%
- Vanguard Scottsdale FDSVONE
- Share
- 0.9%
- Value
- $9m
- Shares
- 25,254
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.9%
- Value
- $8m
- Shares
- 140,538
+42%
- Ishares TRIWB
- Share
- 0.7%
- Value
- $7m
- Shares
- 16,925
Held
- Vanguard Index FDSVB
- Share
- 0.5%
- Value
- $5m
- Shares
- 15,410
Held
- Ishares TRIBDU
- Share
- 0.4%
- Value
- $4m
- Shares
- 164,439
+38%
- Ishares TRUSRT
- Share
- 0.4%
- Value
- $4m
- Shares
- 56,493
+8%
- Ishares TRIXUS
- Share
- 0.4%
- Value
- $4m
- Shares
- 38,136
-4%
- Ishares TREFA
- Share
- 0.4%
- Value
- $3m
- Shares
- 33,457
Held
- Ishares TRIEFA
- Share
- 0.4%
- Value
- $3m
- Shares
- 35,130
Held
- Vanguard Whitehall FDSVYMI
- Share
- 0.3%
- Value
- $3m
- Shares
- 32,455
+2%
- Ishares TRIBDT
- Share
- 0.3%
- Value
- $3m
- Shares
- 124,054
+34%
- Ishares TRIBDS
- Share
- 0.3%
- Value
- $3m
- Shares
- 118,468
+42%
- Vanguard World FDMGC
- Share
- 0.3%
- Value
- $3m
- Shares
- 10,452
Held
- Spdr Series TrustSDY
- Share
- 0.3%
- Value
- $3m
- Shares
- 18,698
Held
- Ishares TRIVV
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,682
Held
- Ishares TRIVE
- Share
- 0.3%
- Value
- $3m
- Shares
- 11,238
Held
- Ishares TRIBDV
- Share
- 0.3%
- Value
- $2m
- Shares
- 113,743
+11%
- Ishares TRIWR
- Share
- 0.2%
- Value
- $2m
- Shares
- 19,942
Held
- Ishares TRIBDW
- Share
- 0.2%
- Value
- $2m
- Shares
- 104,751
+85%
- Ishares TRIBDX
- Share
- 0.2%
- Value
- $2m
- Shares
- 72,379
Held
- Ishares TRIBDY
- Share
- 0.2%
- Value
- $2m
- Shares
- 68,802
+29%
- Ishares TRIBDZ
- Share
- 0.2%
- Value
- $2m
- Shares
- 57,696
New
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $1m
- Shares
- 1,957
Held
- Ishares TRGOVT
- Share
- 0.2%
- Value
- $1m
- Shares
- 61,454
-6%
- Ishares TREEM
- Share
- 0.1%
- Value
- $1m
- Shares
- 20,072
Held
- Vanguard BD Index FDSVUSB
- Share
- 0.1%
- Value
- $1m
- Shares
- 27,434
Held
- Vanguard Index FDSVXF
- Share
- 0.1%
- Value
- $1m
- Shares
- 4,905
-3%
- J P Morgan Exchange Traded FJPST
- Share
- 0.1%
- Value
- $1m
- Shares
- 21,396
Held
- IsharesIEMG
- Share
- 0.1%
- Value
- $1m
- Shares
- 12,636
Held
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $996,000
- Shares
- 8,336
Held
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $888,000
- Shares
- 5,658
Held
- Ishares TRIWD
- Share
- <0.1%
- Value
- $863,000
- Shares
- 3,559
Held
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $845,000
- Shares
- 5,324
Held
- Schwab Strategic TRSCHH
- Share
- <0.1%
- Value
- $770,000
- Shares
- 32,499
-3%
- Ishares TRIBDR
- Share
- <0.1%
- Value
- $734,000
- Shares
- 30,293
+27%
- Vanguard Index FDSVBR
- Share
- <0.1%
- Value
- $720,000
- Shares
- 2,963
Held
- Ishares TRSHV
- Share
- <0.1%
- Value
- $709,000
- Shares
- 6,425
-9%
- Ishares TRIUSV
- Share
- <0.1%
- Value
- $646,000
- Shares
- 5,864
Held
- Select Sector Spdr TRXLP
- Share
- <0.1%
- Value
- $646,000
- Shares
- 7,775
Held
- Ishares TRIJT
- Share
- <0.1%
- Value
- $630,000
- Shares
- 3,530
Held
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $615,000
- Shares
- 2,601
Held
- Ishares U S ETF TRNEAR
- Share
- <0.1%
- Value
- $577,000
- Shares
- 11,399
Held
- Ishares TRIJR
- Share
- <0.1%
- Value
- $541,000
- Shares
- 3,651
Held
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $530,000
- Shares
- 2,433
+77%
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $528,000
- Shares
- 6,126
+307%
- Ishares TRIYW
- Share
- <0.1%
- Value
- $463,000
- Shares
- 1,835
Held
- Ishares TRIVW
- Share
- <0.1%
- Value
- $440,000
- Shares
- 3,196
Held
- Pimco ETF TRMINT
- Share
- <0.1%
- Value
- $435,000
- Shares
- 4,312
Held
- Invesco Actvely Mngd ETC FDPDBC
- Share
- <0.1%
- Value
- $410,000
- Shares
- 25,809
-43%
- Vanguard World FDVHT
- Share
- <0.1%
- Value
- $405,000
- Shares
- 1,355
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 18.1% | $167m | 452,490 | +5% |
| Vanguard Star FDSVXUS | 10.2% | $94m | 1,102,361 | +6% |
| Vanguard BD Index FDSBND | 6.9% | $64m | 873,025 | +35% |
| Vanguard Tax-Managed FDSVEA | 5.6% | $51m | 722,252 | Held |
| Vanguard Intl Equity Index FVEU | 3.8% | $35m | 416,876 | Held |
| Vanguard Whitehall FDSVYM | 3.8% | $35m | 220,368 | +4% |
| Select Sector Spdr TRXLK | 3.7% | $35m | 181,464 | Held |
| Vanguard Index FDSVV | 3.5% | $32m | 94,428 | +5% |
| State STR Spdr S&P 500 ETF TSPY | 3.2% | $29m | 39,108 | Held |
| Ishares TRIWF | 2.8% | $26m | 206,612 | Held |
| Vanguard Index FDSVNQ | 2.7% | $25m | 257,749 | +2% |
| Ishares TRICSH | 2.3% | $21m | 422,906 | +5% |
| Schwab Strategic TRSCHB | 2.1% | $19m | 665,320 | Held |
| Vanguard Scottsdale FDSVGIT | 2.0% | $19m | 318,766 | Held |
| Spdr Series TrustSPTM | 2.0% | $19m | 206,069 | -2% |
| Ishares TRIWV | 1.7% | $15m | 36,119 | Held |
| Spdr Index SHS FDSSPDW | 1.5% | $14m | 276,167 | +6% |
| Schwab Strategic TRSCHP | 1.4% | $13m | 488,303 | -8% |
| Vanguard Intl Equity Index FVWO | 1.3% | $12m | 205,733 | Held |
| Ishares TRITOT | 1.2% | $11m | 68,347 | Held |
| Schwab Strategic TRSCHF | 1.2% | $11m | 399,736 | Held |
| Ishares TROEF | 1.2% | $11m | 29,243 | Held |
| Vanguard Index FDSVOO | 1.1% | $10m | 15,234 | +207% |
| Vanguard Scottsdale FDSVONE | 0.9% | $9m | 25,254 | Held |
| Vanguard Scottsdale FDSVGSH | 0.9% | $8m | 140,538 | +42% |
| Ishares TRIWB | 0.7% | $7m | 16,925 | Held |
| TJX CompaniesTJX | 0.5% | $5m | 31,811 | Held |
| Vanguard Index FDSVB | 0.5% | $5m | 15,410 | Held |
| Ishares TRIBDU | 0.4% | $4m | 164,439 | +38% |
| Ishares TRUSRT | 0.4% | $4m | 56,493 | +8% |
| Ishares TRIXUS | 0.4% | $4m | 38,136 | -4% |
| Ishares TREFA | 0.4% | $3m | 33,457 | Held |
| Ishares TRIEFA | 0.4% | $3m | 35,130 | Held |
| MastercardMA | 0.4% | $3m | 6,526 | Held |
| Vanguard Whitehall FDSVYMI | 0.3% | $3m | 32,455 | +2% |
| Ishares TRIBDT | 0.3% | $3m | 124,054 | +34% |
| International Business MachinesIBM | 0.3% | $3m | 10,592 | Held |
| Ishares TRIBDS | 0.3% | $3m | 118,468 | +42% |
| Vanguard World FDMGC | 0.3% | $3m | 10,452 | Held |
| Spdr Series TrustSDY | 0.3% | $3m | 18,698 | Held |
| Ishares TRIVV | 0.3% | $3m | 3,682 | Held |
| Ishares TRIVE | 0.3% | $3m | 11,238 | Held |
| NvidiaNVDA | 0.3% | $2m | 12,426 | Held |
| Ishares TRIBDV | 0.3% | $2m | 113,743 | +11% |
| Ishares TRIWR | 0.2% | $2m | 19,942 | Held |
| Ishares TRIBDW | 0.2% | $2m | 104,751 | +85% |
| MicrosoftMSFT | 0.2% | $2m | 5,826 | +18% |
| AppleAAPL | 0.2% | $2m | 6,550 | +18% |
| Berkshire HathawayBRK-B | 0.2% | $2m | 3,723 | Held |
| Ishares TRIBDX | 0.2% | $2m | 72,379 | Held |
| Ishares TRIBDY | 0.2% | $2m | 68,802 | +29% |
| Ishares TRIBDZ | 0.2% | $2m | 57,696 | New |
| Invesco QQQ TRQQQ | 0.2% | $1m | 1,957 | Held |
| Ishares TRGOVT | 0.2% | $1m | 61,454 | -6% |
| AbbVieABBV | 0.1% | $1m | 5,506 | Held |
| Ishares TREEM | 0.1% | $1m | 20,072 | Held |
| Vanguard BD Index FDSVUSB | 0.1% | $1m | 27,434 | Held |
| Vanguard Index FDSVXF | 0.1% | $1m | 4,905 | -3% |
| J P Morgan Exchange Traded FJPST | 0.1% | $1m | 21,396 | Held |
| IsharesIEMG | 0.1% | $1m | 12,636 | Held |
| AlphabetGOOG | 0.1% | $1m | 2,875 | Held |
| ExxonMobil HoldingsXOM | 0.1% | $1m | 7,406 | Held |
| Vanguard World FDVGT | 0.1% | $996,000 | 8,336 | Held |
| Amazon.comAMZN | 0.1% | $947,000 | 3,972 | -2% |
| Johnson & JohnsonJNJ | <0.1% | $901,000 | 3,549 | Held |
| Vanguard Intl Equity Index FVT | <0.1% | $888,000 | 5,658 | Held |
| JPMorgan ChaseJPM | <0.1% | $871,000 | 2,662 | Held |
| Ishares TRIWD | <0.1% | $863,000 | 3,559 | Held |
| Select Sector Spdr TRXLV | <0.1% | $845,000 | 5,324 | Held |
| CaterpillarCAT | <0.1% | $830,000 | 779 | Held |
| Schwab Strategic TRSCHH | <0.1% | $770,000 | 32,499 | -3% |
| Ishares TRIBDR | <0.1% | $734,000 | 30,293 | +27% |
| Vanguard Index FDSVBR | <0.1% | $720,000 | 2,963 | Held |
| Ishares TRSHV | <0.1% | $709,000 | 6,425 | -9% |
| Simon Property GroupSPG | <0.1% | $671,000 | 3,000 | Held |
| Ishares TRIUSV | <0.1% | $646,000 | 5,864 | Held |
| Select Sector Spdr TRXLP | <0.1% | $646,000 | 7,775 | Held |
| Ishares TRIJT | <0.1% | $630,000 | 3,530 | Held |
| OneokOKE | <0.1% | $626,000 | 7,206 | -23% |
| Cisco SystemsCSCO | <0.1% | $615,000 | 5,235 | -3% |
| Vanguard Specialized FundsVIG | <0.1% | $615,000 | 2,601 | Held |
| CitigroupC | <0.1% | $588,000 | 4,202 | Held |
| General ElectricGE | <0.1% | $578,000 | 1,546 | Held |
| Ishares U S ETF TRNEAR | <0.1% | $577,000 | 11,399 | Held |
| Ishares TRIJR | <0.1% | $541,000 | 3,651 | Held |
| Vanguard Index FDSVTV | <0.1% | $530,000 | 2,433 | +77% |
| Vanguard Index FDSVUG | <0.1% | $528,000 | 6,126 | +307% |
| QualcommQCOM | <0.1% | $517,000 | 2,800 | Held |
| OracleORCL | <0.1% | $508,000 | 3,468 | Held |
| Eli LillyLLY | <0.1% | $499,000 | 416 | Held |
| United Parcel ServiceUPS | <0.1% | $483,000 | 4,493 | -6% |
| Ishares TRIYW | <0.1% | $463,000 | 1,835 | Held |
| FNBFNB | <0.1% | $449,000 | 23,531 | Held |
| AlphabetGOOGL | <0.1% | $445,000 | 1,245 | Held |
| Ishares TRIVW | <0.1% | $440,000 | 3,196 | Held |
| Pimco ETF TRMINT | <0.1% | $435,000 | 4,312 | Held |
| GE VernovaGEV | <0.1% | $423,000 | 360 | -6% |
| PNC Financial Services GroupPNC | <0.1% | $419,000 | 1,702 | Held |
| Invesco Actvely Mngd ETC FDPDBC | <0.1% | $410,000 | 25,809 | -43% |
| Vanguard World FDVHT | <0.1% | $405,000 | 1,355 | Held |
Showing the largest 100 of 486.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 34.6% since 30 June 2025.
Where the money is
Technology1.5%
Financial services1.1%
Retail & consumer0.7%
Industrials0.5%
Health care0.4%
Energy0.2%
Media & telecom0.2%
Everyday goods0.2%
Real estate0.1%
Utilities0.1%
Materials0.1%
Other94.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.