Roxbury Financial LLC
RIA/Wealth
Roxbury Financial LLC is a RIA/Wealth based in Mount Arlington, NJ led by Jonathan Michael Levar, reporting $141.5M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
Managing PartnerJonathan Michael Levar
- Portfolio Value
- $108.1M
- Positions
- 364
- Top Holding
- MSFT at 6.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Roxbury Financial LLC's portfolio (35.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $7.0M | 6.46% | -$3.6K Sold | 0.00% 13.5K shares | |
ETF ETF | $4.6M | 4.23% | -$280.6K Sold | — 85.3K shares | |
Internet Content & Information Communication Services | $4.4M | 4.05% | -$36.5K Sold | 0.00% 18.0K shares | |
Financial - Credit Services Financial Services | $3.6M | 3.28% | -$24.9K Sold | 0.00% 10.4K shares | |
ETF ETF | $3.5M | 3.27% | -$5.7K Sold | — 39.7K shares | |
Consumer Electronics Technology | $3.5M | 3.24% | -$51.4K Sold | 0.00% 13.8K shares | |
ETF ETF | $3.4M | 3.17% | -$22.1K Sold | — 5.1K shares | |
Specialty Retail Consumer Cyclical | $3.1M | 2.84% | +$13.8K Bought | 0.00% 14.0K shares | |
ETF ETF | $2.8M | 2.60% | +$8.4K Bought | — 56.4K shares | |
Banks - Diversified Financial Services | $2.5M | 2.33% | -$1.6K Sold | 0.00% 8.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Roxbury Financial LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Roxbury Financial LLC
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