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Roxbury Financial LLC
Roxbury Financial LLC is a fee-based fiduciary investment adviser headquartered in Mount Arlington, New Jersey. The firm is focused on delivering personalized financial planning and investment advisory services for individuals and high-net-worth clients. Founded by a team of CERTIFIED FINANCIAL PLANNER™ professionals, it employs three staff members as of 2025 and helps clients with retirement planning, wealth creation, and investment management through a tailored, process-driven approach.
Investment Strategy
Roxbury Financial LLC employs a client-centric, fee-based fiduciary approach. The firm creates custom investment strategies by assessing each client's risk tolerance, investment time horizon, and financial objectives. Roxbury Financial primarily serves individuals and high-net-worth individuals, building diversified portfolios across equities and ETFs. Their philosophy emphasizes tailored financial planning and prudent, long-term investing, with a focus on transparency and acting in the client's best interest.
Latest 13F Filing Activity
Roxbury Financial LLC filed their most recent 13F report on Sep 30, 2025 disclosing 362 equity positions with a total 13F market value of $108M. The fund increased holdings in Alphabet Inc. Cap STK CL A, Apple Inc. Com, Ishares U.s. Equity Factor Rotation Active Etf among other positions. Roxbury Financial LLC reduced exposure to Invesco S&P Midcap Quality Etf, United Parcel Service Inc. CL B, Visa Inc. Com CL A among others.
Top Holdings
Equity Positions (362)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.45% | $7.0M | 13,494 | $421.50 | $517.95 | +$273.9K |
F FBCG | FIDELITY BLUE CHIP GROWTH ETF | 4.23% | $4.6M | 85,284 | $45.92 | $53.66 | +$209.9K |
| ALPHABET INC CAP STK CL A | 4.04% | $4.4M | 18,020 | $189.30 | $243.10 | +$1.2M | |
V V | VISA INC COM CL A | 3.28% | $3.6M | 10,405 | $316.04 | $341.38 | -$168.1K |
O ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3.26% | $3.5M | 39,654 | $75.93 | $89.13 | +$352.9K |
Industry Allocation
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