Roberts Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $2.26M | 0.6% |
| HOME DEPOT, INC. | $2.28M | 0.6% |
| RTX Corp | $2.28M | 0.6% |
| SCHWAB CHARLES CORP | $2.29M | 0.6% |
| SPDR SERIES TRUST | $2.30M | 0.6% |
| EXXON MOBIL CORP | $2.42M | 0.6% |
| VERIZON COMMUNICATIONS INC | $2.70M | 0.7% |
| American Tower Corp | $2.96M | 0.8% |
| ELECTRONIC ARTS INC. | $3.14M | 0.8% |
| Ventas, Inc. | $3.22M | 0.8% |
| Alphabet Inc. | $3.23M | 0.8% |
| iShares MSCI UAE ETF | $3.24M | 0.8% |
| SELECT SECTOR SPDR TR | $3.57M | 0.9% |
| CAMECO CORP | $3.57M | 0.9% |
| INTUIT INC. | $3.66M | 1.0% |
| NIKE, Inc. | $3.71M | 1.0% |
| Tradeweb Markets Inc. | $3.84M | 1.0% |
| Snowflake Inc. | $3.88M | 1.0% |
| PROCTER & GAMBLE Co | $4.00M | 1.0% |
| VANGUARD BD INDEX FDS | $4.01M | 1.0% |
| QUALCOMM INC/DE | $4.16M | 1.1% |
| GSK PLC | $4.21M | 1.1% |
| LINDE PLC | $4.41M | 1.1% |
| COSTCO WHOLESALE CORP /NEW | $4.69M | 1.2% |
| Salesforce Inc | $4.71M | 1.2% |
| Intuitive Surgical Inc | $4.77M | 1.2% |
| WILLIAMS SONOMA INC | $4.89M | 1.3% |
| Rockwell Automation Inc | $5.04M | 1.3% |
| THERMO FISHER SCIENTIFIC INC. | $5.15M | 1.3% |
| Sea Ltd | $5.23M | 1.4% |
| CISCO SYSTEMS, INC. | $5.35M | 1.4% |
| Visa Inc | $5.37M | 1.4% |
| Walt Disney Co | $5.82M | 1.5% |
| NEXTERA ENERGY INC | $5.91M | 1.5% |
| TAKE TWO INTERACTIVE SOFTWARE INC | $6.17M | 1.6% |
| Merck & Co., Inc. | $6.76M | 1.8% |
| JPMORGAN CHASE & CO | $7.44M | 1.9% |
| Trane Technologies plc | $8.10M | 2.1% |
| COHERENT CORP | $8.42M | 2.2% |
| VANGUARD TAX-MANAGED FDS | $8.96M | 2.3% |
| VANGUARD INTL EQUITY INDEX F | $9.67M | 2.5% |
| SCHWAB STRATEGIC TR | $10.68M | 2.8% |
| Amazon.com Inc | $11.58M | 3.0% |
| VANGUARD INDEX FDS | $12.69M | 3.3% |
| MICROSOFT CORP | $16.06M | 4.2% |
| Alphabet Inc. | $20.84M | 5.4% |
| J P MORGAN EXCHANGE TRADED F | $23.64M | 6.2% |
| Apple Inc. | $23.85M | 6.2% |
| J P MORGAN EXCHANGE TRADED F | $29.46M | 7.7% |