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: $383.2M98 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$294K	0.1%	1,287 SH	New
ADOBE INC	COM	$1.9M	0.5%Prev: 0.8%	5,535 SH	Decreased-3,002 SH
ADVANCE AUTO PARTS INC	COM	$1.2M	0.3%Prev: 0.5%	29,980 SH	Decreased-2,527 SH
ALPHABET INC	CAP STK CL A	$3.2M	0.8%Prev: 0.7%	10,313 SH	Increased-895 SH
ALPHABET INC	CAP STK CL C	$20.8M	5.4%Prev: 5.3%	66,400 SH	Increased-15,113 SH
AMAZON COM INC	COM	$11.6M	3.0%Prev: 3.2%	50,182 SH	Decreased-3,900 SH
AMERICAN TOWER CORP NEW	COM	$3.0M	0.8%Prev: 1.4%	16,843 SH	Decreased-11,428 SH
ANALOG DEVICES INC	COM	$428K	0.1%Prev: 0.1%	1,577 SH	Increased
APPLE INC	COM	$23.9M	6.2%Prev: 6.2%	87,743 SH	Increased-3,641 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$205K	0.1%Prev: 0.1%	408 SH	Increased+5 SH
BLOOM ENERGY CORP	COM CL A	$500K	0.1%Prev: 0.1%	5,758 SH	Decreased-200 SH
BROADCOM INC	COM	$660K	0.2%Prev: 0.2%	1,906 SH	Increased-9 SH
CAMECO CORP	COM	$3.6M	0.9%Prev: 0.9%	39,028 SH	Increased+202 SH
CHEVRON CORP NEW	COM	$831K	0.2%Prev: 0.3%	5,451 SH	Decreased-850 SH
CISCO SYS INC	COM	$5.3M	1.4%Prev: 1.4%	69,442 SH	Increased-8,254 SH
COHERENT CORP	COM	$8.4M	2.2%Prev: 1.3%	45,645 SH	Increased-1,123 SH
COSTCO WHSL CORP NEW	COM	$4.7M	1.2%Prev: 1.3%	5,441 SH	Decreased-23 SH
CROWDSTRIKE HLDGS INC	CL A	$1.9M	0.5%Prev: 0.5%	4,136 SH	Decreased+88 SH
DANAHER CORPORATION	COM	$217K	0.1%	950 SH	New
DATADOG INC	CL A COM	$1.9M	0.5%Prev: 0.5%	14,041 SH	Decreased+81 SH
DIAMONDBACK ENERGY INC	COM	$1.8M	0.5%Prev: 0.4%	11,821 SH	Increased+226 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$423K	0.1%Prev: 0.1%	8,437 SH	Increased
DISNEY WALT CO	COM	$5.8M	1.5%Prev: 1.5%	51,124 SH	Increased+1,337 SH
DUPONT DE NEMOURS INC	COM	$1.4M	0.4%Prev: 0.8%	35,509 SH	Decreased-2,323 SH
ELECTRONIC ARTS INC	COM	$3.1M	0.8%Prev: 1.1%	15,375 SH	Decreased-5,750 SH
EXXON MOBIL CORP	COM	$2.4M	0.6%Prev: 0.6%	20,134 SH	Increased+50 SH
GILEAD SCIENCES INC	COM	$520K	0.1%Prev: 0.1%	4,235 SH	Increased
GSK PLC	SPONSORED ADR	$4.2M	1.1%Prev: 1.0%	85,771 SH	Increased+644 SH
HOME DEPOT INC	COM	$2.3M	0.6%Prev: 0.7%	6,624 SH	Decreased+549 SH
INTUIT	COM	$3.7M	1.0%Prev: 1.0%	5,524 SH	Decreased-88 SH
INTUITIVE SURGICAL INC	COM NEW	$4.8M	1.2%Prev: 1.0%	8,414 SH	Increased+262 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$304K	0.1%Prev: 0.1%	1,587 SH	Decreased-1,020 SH
ISHARES TR	1 3 YR TREAS BD	$255K	0.1%Prev: 0.1%	3,081 SH	Decreased-572 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.6%Prev: 0.6%	17,771 SH	Decreased-638 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.3%Prev: 0.3%	1,812 SH	Decreased-50 SH
ISHARES TR	MSCI INDIA ETF	$3.2M	0.8%Prev: 0.8%	59,961 SH	Increased+1,381 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$23.6M	6.2%Prev: 4.7%	497,126 SH	Increased+125,393 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$29.5M	7.7%Prev: 6.6%	582,233 SH	Increased+90,858 SH
JPMORGAN CHASE & CO.	COM	$7.4M	1.9%Prev: 2.1%	23,096 SH	Decreased-1,385 SH
LAM RESEARCH CORP	COM NEW	$282K	0.1%Prev: 0.1%	1,645 SH	Increased+25 SH
LINDE PLC	SHS	$4.4M	1.1%Prev: 1.3%	10,331 SH	Decreased-253 SH
MERCK & CO INC	COM	$6.8M	1.8%Prev: 1.4%	64,244 SH	Increased-692 SH
META PLATFORMS INC	CL A	$441K	0.1%Prev: 0.1%	668 SH	Decreased-80 SH
MICROSOFT CORP	COM	$16.1M	4.2%Prev: 5.1%	33,218 SH	Decreased-3,538 SH
NEXTERA ENERGY INC	COM	$5.9M	1.5%Prev: 1.5%	73,577 SH	Increased-384 SH
NIKE INC	CL B	$3.7M	1.0%Prev: 1.1%	58,307 SH	Decreased-612 SH
NORFOLK SOUTHN CORP	COM	$599K	0.2%Prev: 0.2%	2,075 SH	Decreased-225 SH
NVIDIA CORPORATION	COM	$2.2M	0.6%Prev: 0.7%	11,871 SH	Decreased-1,580 SH
ORACLE CORP	COM	$1.3M	0.3%Prev: 0.6%	6,666 SH	Decreased-689 SH
PAYPAL HLDGS INC	COM	$1.8M	0.5%Prev: 0.9%	29,977 SH	Decreased-18,854 SH
PEPSICO INC	COM	$289K	0.1%Prev: 0.1%	2,015 SH	Increased-27 SH
PROCTER AND GAMBLE CO	COM	$4.0M	1.0%Prev: 1.1%	27,893 SH	Decreased+125 SH
QNITY ELECTRONICS INC	COMMON STOCK	$1.4M	0.4%	17,633 SH	New
QUALCOMM INC	COM	$4.2M	1.1%Prev: 1.4%	24,349 SH	Decreased-6,995 SH
QUALYS INC	COM	$425K	0.1%Prev: 0.1%	3,200 SH	Increased
ROCKWELL AUTOMATION INC	COM	$5.0M	1.3%Prev: 1.2%	12,950 SH	Increased-112 SH
RTX CORPORATION	COM	$2.3M	0.6%	12,457 SH	New
SALESFORCE INC	COM	$4.7M	1.2%Prev: 1.1%	17,781 SH	Increased+1,011 SH
SCHWAB CHARLES CORP	COM	$2.3M	0.6%Prev: 0.6%	22,961 SH	Increased+105 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	0.6%Prev: 0.6%	69,055 SH	Decreased-1,181 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.7M	2.8%Prev: 2.5%	444,053 SH	Increased+40,802 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$937K	0.2%Prev: 0.3%	32,913 SH	Decreased-870 SH
SEA LTD	SPONSORD ADS	$5.2M	1.4%Prev: 1.2%	41,033 SH	Increased+16,068 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.6M	0.4%	13,982 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.9M	0.5%	18,648 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$580K	0.2%	12,974 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	0.4%	27,944 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.4M	0.4%	8,803 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.2M	0.3%	8,031 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$238K	0.1%	5,239 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$453K	0.1%	11,226 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.6M	0.9%	24,772 SH	New
SNOWFLAKE INC	COM SHS	$3.9M	1.0%Prev: 0.1%	17,700 SH	Increased+16,500 SH
SOUTHERN CO	COM	$753K	0.2%	8,632 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.6%Prev: 0.6%	3,256 SH	Decreased-295 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.3M	0.6%	78,430 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$6.2M	1.6%Prev: 1.7%	24,081 SH	Decreased-294 SH
TCW ETF TRUST	TRANSFORM SYSTEM	$437K	0.1%Prev: 0.1%	4,544 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$5.1M	1.3%Prev: 1.1%	8,881 SH	Increased+81 SH
TRADEWEB MKTS INC	CL A	$3.8M	1.0%Prev: 0.4%	35,699 SH	Increased+20,492 SH
TRANE TECHNOLOGIES PLC	SHS	$8.1M	2.1%Prev: 2.5%	20,811 SH	Decreased-1,346 SH
UBER TECHNOLOGIES INC	COM	$354K	0.1%Prev: 0.1%	4,335 SH	Decreased-222 SH
UNION PAC CORP	COM	$833K	0.2%Prev: 0.2%	3,599 SH	Increased+519 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$376K	0.1%Prev: 0.1%	847 SH	Decreased-58 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$454K	0.1%Prev: 0.1%	2,215 SH	Increased+105 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.0M	1.0%Prev: 1.9%	80,378 SH	Decreased-59,005 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$206K	0.1%Prev: 0.1%	2,053 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$12.7M	3.3%Prev: 3.3%	49,198 SH	Increased+841 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.7M	2.5%Prev: 2.5%	179,827 SH	Increased+5,092 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.0M	2.3%Prev: 2.4%	143,482 SH	Decreased-7,948 SH
VANGUARD WORLD FD	UTILITIES ETF	$292K	0.1%Prev: 0.1%	1,581 SH	Decreased-45 SH
VENTAS INC	COM	$3.2M	0.8%Prev: 1.4%	41,568 SH	Decreased-31,161 SH
VERIZON COMMUNICATIONS INC	COM	$2.7M	0.7%Prev: 0.8%	66,234 SH	Decreased+1,154 SH
VISA INC	COM CL A	$5.4M	1.4%Prev: 1.5%	15,319 SH	Decreased-895 SH
WELLS FARGO CO NEW	COM	$443K	0.1%	4,756 SH	New
WILLIAMS SONOMA INC	COM	$4.9M	1.3%Prev: 1.4%	27,384 SH	Decreased+275 SH
ZIMMER BIOMET HOLDINGS INC	COM	$1.6M	0.4%Prev: 0.5%	18,068 SH	Decreased-1,392 SH
ZOETIS INC	CL A	$1.8M	0.5%Prev: 0.8%	14,257 SH	Decreased-5,240 SH

Sold (vs prior filing)

LOWES COS INC — $413K
SCHWAB STRATEGIC TR — $236K
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $607K
SELECT SECTOR SPDR TR — $1.6M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $391K
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $576K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $261K
SELECT SECTOR SPDR TR — $3.7M
SHELL PLC — $2.3M
SPDR SERIES TRUST — $2.3M
TILRAY BRANDS INC — $77K
VANGUARD SCOTTSDALE FDS — $259K

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