Roehl & Yi Investment Advisors, LLC
•CIK: 2097566•Filing: Q4 2025
**Roehl & Yi Investment Advisors, LLC** manages $249M across a diversified portfolio of 171 holdings. The firm exhibits notable concentration in technology and quality assets, highlighted by significant allocations to MINT ($22.5M) and AAPL ($14.1M). Core positions also include VOO ($13.0M) and BRK/B ($11.3M), suggesting a blend of broad market exposure and established value anchors. This positioning reflects a disciplined, multi-sector approach within its current mandate.
Total AUM
$246.8M
+ $1.8M in options
QoQ Performance
N/A
Positions
147
+ 1 option
Top 10 Concentration
44.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MINT
VBIL
AAPL
VOO
MINT9.0%
VBIL6.0%
AAPL5.7%
VOO5.2%
BRK/B4.5%
IAU*4.2%
VPLS2.7%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other61.7%
Technology14.0%
ETF6.7%
Financial6.7%
Healthcare3.9%
Consumer3.1%
Industrial1.7%
Energy1.1%