Roberts Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $2.21M | 0.6% |
| ISHARES TR | $2.14M | 0.6% |
| CrowdStrike Holdings, Inc. | $1.94M | 0.5% |
| ADOBE INC. | $1.94M | 0.5% |
| Datadog, Inc. | $1.91M | 0.5% |
| Zoetis Inc. | $1.79M | 0.5% |
| Diamondback Energy, Inc. | $1.78M | 0.5% |
| PayPal Holdings, Inc. | $1.75M | 0.5% |
| SELECT SECTOR SPDR TR | $1.65M | 0.4% |
| Zimmer Biomet Holdings Inc | $1.62M | 0.4% |
| SELECT SECTOR SPDR TR | $1.53M | 0.4% |
| Qnity Electronics, Inc. | $1.44M | 0.4% |
| DuPont de Nemours, Inc. | $1.43M | 0.4% |
| SELECT SECTOR SPDR TR | $1.36M | 0.4% |
| SELECT SECTOR SPDR TR | $1.33M | 0.3% |
| ORACLE CORP | $1.30M | 0.3% |
| SELECT SECTOR SPDR TR | $1.25M | 0.3% |
| ISHARES TR | $1.24M | 0.3% |
| Advance Auto Parts Inc | $1.18M | 0.3% |
| SCHWAB STRATEGIC TR | $937.4K | 0.2% |
| Union Pacific Corp | $832.5K | 0.2% |
| CHEVRON CORP | $830.8K | 0.2% |
| SOUTHERN CO | $752.7K | 0.2% |
| Broadcom Inc. | $659.7K | 0.2% |
| NORFOLK SOUTHERN CORP | $599.1K | 0.2% |
| SELECT SECTOR SPDR TR | $583.1K | 0.2% |
| SELECT SECTOR SPDR TR | $580.1K | 0.2% |
| GILEAD SCIENCES, INC. | $519.8K | 0.1% |
| Bloom Energy Corp | $500.3K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $453.7K | 0.1% |
| SELECT SECTOR SPDR TR | $453.0K | 0.1% |
| WELLS FARGO & COMPANY/MN | $443.3K | 0.1% |
| Meta Platforms Inc | $440.9K | 0.1% |
| TCW ETF TRUST | $436.9K | 0.1% |
| ANALOG DEVICES INC | $427.7K | 0.1% |
| Qualys Inc | $425.3K | 0.1% |
| DIMENSIONAL ETF TRUST | $422.5K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $376.5K | 0.1% |
| Uber Technologies, Inc | $354.2K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $304.0K | 0.1% |
| AbbVie Inc. | $294.1K | 0.1% |
| VANGUARD WORLD FD | $292.5K | 0.1% |
| PEPSICO INC | $289.2K | 0.1% |
| LAM RESEARCH CORP | $281.6K | 0.1% |
| ISHARES TR | $255.2K | 0.1% |
| SELECT SECTOR SPDR TR | $237.6K | 0.1% |
| DANAHER CORP /DE | $217.5K | 0.1% |
| VANGUARD CALIF TAX FREE FDS | $205.8K | 0.1% |
| Warren E. Buffett | $205.1K | 0.1% |