Institutions / Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC
CIK 1885319 · Institution · as of Dec 31, 2025
Portfolio value
$383.20M
Positions
99
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 99 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $29.46M | 7.7% |
| Apple Inc. | $23.85M | 6.2% |
| J P Morgan Exchange Traded F | $23.64M | 6.2% |
| Alphabet Inc. | $20.84M | 5.4% |
| Microsoft Corp | $16.06M | 4.2% |
| Vanguard Index Fds | $12.69M | 3.3% |
| Amazon.com Inc | $11.58M | 3.0% |
| Schwab Strategic Tr | $10.68M | 2.8% |
| Vanguard Intl Equity Index F | $9.67M | 2.5% |
| Vanguard Tax-Managed Fds | $8.96M | 2.3% |
| Coherent Corp | $8.42M | 2.2% |
| Trane Technologies plc | $8.10M | 2.1% |
| JPMorgan Chase & Co | $7.44M | 1.9% |
| Merck & Co., Inc. | $6.76M | 1.8% |
| Take Two Interactive Software Inc | $6.17M | 1.6% |
| Nextera Energy Inc | $5.91M | 1.5% |
| Walt Disney Co | $5.82M | 1.5% |
| Visa Inc | $5.37M | 1.4% |
| Cisco Systems, Inc. | $5.35M | 1.4% |
| Sea Ltd | $5.23M | 1.4% |
| Thermo Fisher Scientific Inc. | $5.15M | 1.3% |
| Rockwell Automation Inc | $5.04M | 1.3% |
| Williams Sonoma Inc | $4.89M | 1.3% |
| Intuitive Surgical Inc | $4.77M | 1.2% |
| Salesforce Inc | $4.71M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.