Roberts Wealth Advisors, LLC

CIK 0001885319 • 7 13F filings • Apr 21, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $376.1M98 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$3.0M	0.8%Prev: 0.2%	8,537 SH	Increased+3,640 SH
ADVANCE AUTO PARTS INC	COM	$2.0M	0.5%Prev: 0.9%	32,507 SH	Decreased-31,271 SH
ALPHABET INC	CAP STK CL A	$2.7M	0.7%Prev: 0.9%	11,208 SH	Decreased-145 SH
ALPHABET INC	CAP STK CL C	$19.9M	5.3%Prev: 5.3%	81,513 SH	Decreased+15,217 SH
AMAZON COM INC	COM	$11.9M	3.2%Prev: 2.9%	54,082 SH	Decreased+174 SH
AMERICAN TOWER CORP NEW	COM	$5.4M	1.4%	28,271 SH	New
ANALOG DEVICES INC	COM	$387K	0.1%Prev: 0.1%	1,577 SH	Decreased+438 SH
APPLE INC	COM	$23.3M	6.2%Prev: 5.9%	91,384 SH	Decreased+989 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$203K	0.1%	403 SH	New
BLOOM ENERGY CORP	COM CL A	$504K	0.1%Prev: 0.3%	5,958 SH	Decreased+2,060 SH
BROADCOM INC	COM	$632K	0.2%Prev: 0.1%	1,915 SH	Decreased+222 SH
CAMECO CORP	COM	$3.3M	0.9%Prev: 1.0%	38,826 SH	Decreased-3,054 SH
CHEVRON CORP NEW	COM	$978K	0.3%	6,301 SH	New
CISCO SYS INC	COM	$5.3M	1.4%Prev: 1.6%	77,696 SH	Decreased+19,432 SH
COHERENT CORP	COM	$5.0M	1.3%Prev: 3.2%	46,768 SH	Decreased+11,596 SH
COSTCO WHSL CORP NEW	COM	$5.1M	1.3%	5,464 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.0M	0.5%Prev: 0.8%	4,048 SH	Decreased-582 SH
DATADOG INC	CL A COM	$2.0M	0.5%Prev: 0.9%	13,960 SH	Decreased-1,669 SH
DIAMONDBACK ENERGY INC	COM	$1.7M	0.4%Prev: 0.5%	11,595 SH	Decreased-1,072 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$420K	0.1%Prev: 0.1%	8,437 SH	Increased+2,028 SH
DISNEY WALT CO	COM	$5.7M	1.5%Prev: 1.2%	49,787 SH	Increased-7,353 SH
DUPONT DE NEMOURS INC	COM	$2.9M	0.8%	37,832 SH	New
ELECTRONIC ARTS INC	COM	$4.3M	1.1%Prev: 0.5%	21,125 SH	Increased+9,441 SH
EXXON MOBIL CORP	COM	$2.3M	0.6%Prev: 0.6%	20,084 SH	Decreased-7 SH
GILEAD SCIENCES INC	COM	$470K	0.1%Prev: 0.1%	4,235 SH	Increased+1,195 SH
GSK PLC	SPONSORED ADR	$3.7M	1.0%Prev: 1.0%	85,127 SH	Decreased-592 SH
HOME DEPOT INC	COM	$2.5M	0.7%Prev: 0.6%	6,075 SH	Decreased-1,197 SH
INTUIT	COM	$3.8M	1.0%Prev: 0.5%	5,612 SH	Increased-2,769 SH
INTUITIVE SURGICAL INC	COM NEW	$3.6M	1.0%Prev: 0.9%	8,152 SH	Decreased-1,384 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$495K	0.1%Prev: 0.1%	2,607 SH	Increased+1,548 SH
ISHARES TR	1 3 YR TREAS BD	$303K	0.1%	3,653 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.2M	0.6%Prev: 0.6%	18,409 SH	Decreased+212 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.3%Prev: 0.3%	1,862 SH	Decreased-73 SH
ISHARES TR	MSCI INDIA ETF	$3.0M	0.8%Prev: 0.7%	58,580 SH	Decreased-5,531 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$17.7M	4.7%Prev: 6.7%	371,733 SH	Decreased-254,489 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$24.9M	6.6%Prev: 7.6%	491,375 SH	Decreased-167,331 SH
JPMORGAN CHASE & CO.	COM	$7.7M	2.1%	24,481 SH	New
LAM RESEARCH CORP	COM NEW	$217K	0.1%Prev: 0.1%	1,620 SH	Decreased+219 SH
LINDE PLC	SHS	$5.0M	1.3%Prev: 1.2%	10,584 SH	Decreased+459 SH
LOWES COS INC	COM	$413K	0.1%	1,643 SH	New
MERCK & CO INC	COM	$5.5M	1.4%Prev: 1.9%	64,936 SH	Decreased-709 SH
META PLATFORMS INC	CL A	$549K	0.1%Prev: 0.1%	748 SH	Increased+174 SH
MICROSOFT CORP	COM	$19.0M	5.1%Prev: 2.9%	36,756 SH	Increased+1,978 SH
NEXTERA ENERGY INC	COM	$5.6M	1.5%Prev: 1.5%	73,961 SH	Decreased-2,889 SH
NIKE INC	CL B	$4.1M	1.1%Prev: 0.7%	58,919 SH	Increased-11,103 SH
NORFOLK SOUTHN CORP	COM	$691K	0.2%Prev: 0.1%	2,300 SH	Increased+325 SH
NVIDIA CORPORATION	COM	$2.5M	0.7%Prev: 0.5%	13,451 SH	Increased+2,108 SH
ORACLE CORP	COM	$2.1M	0.6%Prev: 0.2%	7,355 SH	Increased+856 SH
PAYPAL HLDGS INC	COM	$3.3M	0.9%	48,831 SH	New
PEPSICO INC	COM	$287K	0.1%Prev: 0.1%	2,042 SH	Increased+102 SH
PROCTER AND GAMBLE CO	COM	$4.3M	1.1%	27,768 SH	New
QUALCOMM INC	COM	$5.2M	1.4%Prev: 1.0%	31,344 SH	Increased+7,491 SH
QUALYS INC	COM	$423K	0.1%Prev: 0.1%	3,200 SH	Decreased
ROCKWELL AUTOMATION INC	COM	$4.6M	1.2%Prev: 1.6%	13,062 SH	Decreased-726 SH
SALESFORCE INC	COM	$4.0M	1.1%Prev: 0.7%	16,770 SH	Increased-1,682 SH
SCHWAB CHARLES CORP	COM	$2.2M	0.6%Prev: 0.6%	22,856 SH	Decreased-4,230 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	0.6%Prev: 0.6%	70,236 SH	Decreased+2,135 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$9.4M	2.5%Prev: 3.1%	403,251 SH	Decreased-84,986 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$236K	0.1%	9,666 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$943K	0.3%Prev: 0.3%	33,783 SH	Decreased-85 SH
SEA LTD	SPONSORD ADS	$4.5M	1.2%Prev: 1.4%	24,965 SH	Decreased-38,922 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$1.9M	0.5%	16,322 SH	New
SELECT SECTOR SPDR TR	ENERGY	$607K	0.2%	6,791 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.6M	0.4%	30,392 SH	New
SELECT SECTOR SPDR TR	INDL	$1.1M	0.3%	7,402 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$391K	0.1%	9,269 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.4M	0.4%	5,935 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$576K	0.2%	7,348 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.3M	0.3%	9,087 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$261K	0.1%	2,913 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.7M	1.0%	13,263 SH	New
SHELL PLC	SPON ADS	$2.3M	0.6%	31,461 SH	New
SNOWFLAKE INC	COM SHS	$271K	0.1%Prev: 1.0%	1,200 SH	Decreased-16,903 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	0.6%	3,551 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$2.3M	0.6%	77,073 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$6.3M	1.7%Prev: 1.6%	24,375 SH	Decreased-3,401 SH
TCW ETF TRUST	TRANSFORM SYSTEM	$444K	0.1%	4,544 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$4.3M	1.1%Prev: 1.1%	8,800 SH	Decreased-939 SH
TILRAY BRANDS INC	COM	$77K	0.0%	44,553 SH	New
TRADEWEB MKTS INC	CL A	$1.7M	0.4%Prev: 0.8%	15,207 SH	Decreased-21,649 SH
TRANE TECHNOLOGIES PLC	SHS	$9.3M	2.5%Prev: 2.3%	22,157 SH	Decreased+1,153 SH
UBER TECHNOLOGIES INC	COM	$446K	0.1%Prev: 0.1%	4,557 SH	Increased+222 SH
UNION PAC CORP	COM	$728K	0.2%Prev: 0.3%	3,080 SH	Decreased-2,528 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$394K	0.1%Prev: 0.1%	905 SH	Increased-3,721 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$421K	0.1%Prev: 0.1%	2,110 SH	Decreased-17 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$7.0M	1.9%Prev: 0.2%	139,383 SH	Increased+122,215 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$205K	0.1%Prev: 0.1%	2,053 SH	Decreased-3,544 SH
VANGUARD INDEX FDS	SMALL CP ETF	$12.3M	3.3%Prev: 3.5%	48,357 SH	Decreased-2,734 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.5M	2.5%Prev: 2.8%	174,735 SH	Decreased-34,370 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$259K	0.1%	3,244 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.1M	2.4%Prev: 2.3%	151,430 SH	Decreased+9,654 SH
VANGUARD WORLD FD	UTILITIES ETF	$308K	0.1%Prev: 0.1%	1,626 SH	Decreased-72 SH
VENTAS INC	COM	$5.1M	1.4%Prev: 0.9%	72,729 SH	Increased+30,529 SH
VERIZON COMMUNICATIONS INC	COM	$2.9M	0.8%Prev: 0.7%	65,080 SH	Decreased-6,270 SH
VISA INC	COM CL A	$5.5M	1.5%Prev: 1.3%	16,214 SH	Decreased+39 SH
WILLIAMS SONOMA INC	COM	$5.3M	1.4%Prev: 1.6%	27,109 SH	Decreased-2,421 SH
ZIMMER BIOMET HOLDINGS INC	COM	$1.9M	0.5%Prev: 0.5%	19,460 SH	Decreased-4,976 SH
ZOETIS INC	CL A	$2.9M	0.8%Prev: 0.2%	19,497 SH	Increased+5,942 SH

Sold (vs prior filing)

ABBVIE INC — $326K
AMERICAN TOWER CORP — $4.5M
ARM HOLDINGS PLC — $248K
CHEVRON CORPORATION — $749K
CORNING INC — $409K
COSTCO WHOLESALE CORPORATION — $4.9M
DEERE & CO — $519K
DUKE ENERGY CORP NEW — $230K
DUPONT DE NEMOURS INC — $1.9M
ELI LILLY & CO — $546K
FORTINET INC — $307K
GOLDMAN SACHS ETF TR — $852K
INTERNATIONAL BUSINESS MACHS — $269K
ISHARES TR — $360K
J P MORGAN EXCHANGE TRADED F — $273K
J P MORGAN EXCHANGE TRADED F — $225K
JOHNSON & JOHNSON — $218K
JPMORGAN CHASE & CO — $7.9M
NETFLIX INC. — $367K
PROCTER & GAMBLE CO — $4.4M
… and 20 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000879	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001754960-26-000034	$383.2M	View
Oct 21, 2025	Q3 2025