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CIK: 0001812103
Total reported value
$536.8M
$536.8M
803 檔
38.3%
During the Q3 2025 filing period, Rosenberg Matthew Hamilton (CIK: 0001812103) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $536.8M across 803 reported positions.
In Q3 2025, Rosenberg Matthew Hamilton displayed an active expansion posture, initiating 0 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 803 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 13.51% | +1.15% | -1.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.35% | +0.36% | -6.62% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 7.22% | -1.02% | +8.80% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.08% | +0.02% | +24.22% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.31% | -1.03% | -0.27% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.44% | +0.41% | +5.15% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.80% | -0.32% | +14.99% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.22% | +0.21% | -1.70% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.04% | — | -0.90% | |
| 10 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.71% | +0.16% | +2.06% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.63% | +0.03% | -1.09% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.62% | -0.16% | +26.74% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.23% | +0.09% | +72.19% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.20% | -0.04% | -0.95% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.22% | +5.10% | |
| 16 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.03% | -0.13% | -0.11% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.06% | +5.04% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.89% | -0.43% | -7.80% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.87% | +0.03% | -0.81% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.05% | +0.55% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.77% | -0.07% | -0.81% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.05% | +0.31% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.08% | +0.55% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.03% | -7.60% | |
| 25 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.57% | — | +33.01% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.46% | -0.04% | +2.77% | |
| 27 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.44% | -0.04% | +0.01% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.09% | -6.69% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.04% | — | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.39% | -0.02% | +3.51% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | -0.91% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | +0.01% | -7.02% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.37% | +0.02% | +23.48% | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.36% | -0.02% | +39.28% | |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.35% | -0.03% | +10.64% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.01% | -0.10% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.45% | EXIT | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.31% | — | +67.77% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.11% | -0.04% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | +0.01% | -2.32% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.28% | -0.21% | +35.11% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.25% | — | -15.55% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.05% | +1.24% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.02% | -0.02% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.23% | — | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.06% | +26.51% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.22% | -0.01% | +4.55% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.05% | +3.62% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.06% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | +3.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.8% | -1.11% | Add |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | +1% | +2.06% | Add |
| 3 | JMUB | Jpmorgan Municipal ETF | +0.8% | +72.19% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +0.6% | +24.22% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.6% | +5.15% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +5.04% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +0.55% | Add |
| 8 | JMST | JPM Ultra-short Muni Income | +0.2% | +14.99% | Add |
| 9 | SCHI | Schwab 5-10 Year Corporate B | +0.2% | +0.07% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | — | Trim |
| 11 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.10% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +0.55% | Trim |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.04% | Add |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | -1.70% | Add |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +67.77% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | — | Trim |
| 17 | PSK | Ss Spdr Ice Pref Sec ETF | +0.1% | +33.01% | Add |
| 18 | GE | General Electric | +0.1% | -1.30% | Add |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +39.28% | Add |
| 20 | HIMU | Ishares High Yild Muni A ETF | +0.1% | +180.63% | Add |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +23.48% | Add |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +88.87% | Add |
| 23 | ETN | Eaton Corporation plc | +0.1% | +1.13% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +3.16% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +0.49% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | +1.79% | Trim |
| 27 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 28 | SLV | Ishares Silver Trust | 0% | +1.68% | Add |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +25.61% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -0.91% | Trim |
| 31 | VYMI | Vanguard Int High Dvd Yld In | 0% | +3.51% | Add |
| 32 | SPEM | State Street Sp Ptf Em ETF | 0% | -2.32% | Add |
| 33 | CVX | Chevron CORP | 0% | +26.51% | Add |
| 34 | AAPL | Apple Inc | 0% | +0.31% | Trim |
| 35 | SCHX | Schwab US Large-cap ETF | 0% | -1.09% | Trim |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.62% | Trim |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | -0.90% | Trim |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.95% | Add |
| 39 | XLE | Ss Energy Select Sector | -0.1% | +24.46% | Trim |
| 40 | MINT | Pimco Enhanced Short Maturit | -0.1% | +0.15% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | +0.59% | Trim |
| 42 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.2% | +0.01% | Trim |
| 43 | SPSB | Ss Spdr P St C CORP ETF | -0.2% | -0.81% | Trim |
| 44 | BSV | Vanguard Short-term Bond ETF | -0.2% | -6.69% | Trim |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | +2.77% | Trim |
| 46 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.3% | -0.11% | Trim |
| 47 | MUB | Ishares National Muni Bond E | -0.3% | -7.60% | Trim |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.6% | -7.80% | Trim |
| 49 | BIV | Vanguard Intermediate-term B | -1.4% | -0.27% | Trim |
| 50 | VDE | Vanguard Energy ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Rosenberg Matthew Hamilton reported a total U.S. public equity portfolio value of $536.8M across 803 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, VTI, JPST) accounted for 38.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
VDE
前期市值: $230.8K
During Q3 2025, Rosenberg Matthew Hamilton's top holdings by market value included SPTM (13.5%)、VTI (10.3%)、JPST (7.2%). The largest single position, SPTM, represented 13.5% of total portfolio value.
In Q3 2025, Rosenberg Matthew Hamilton made 49 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 20 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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