Roberts Wealth Advisors, LLC

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

Import this data to Google Sheets with:

=jivedata("roberts-wealth-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $393.9M109 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$281K	0.1%Prev: 0.1%	1,294 SH	Increased-8 SH
ADOBE INC	COM	$1.3M	0.3%Prev: 0.9%	5,192 SH	Decreased-2,607 SH
ADVANCE AUTO PARTS INC	COM	$3.2M	0.8%	60,858 SH	New
ALPHABET INC	CAP STK CL A	$3.2M	0.8%Prev: 0.5%	11,285 SH	Increased+37 SH
ALPHABET INC	CAP STK CL C	$19.3M	4.9%Prev: 4.0%	67,339 SH	Increased-14,817 SH
AMAZON COM INC	COM	$11.5M	2.9%Prev: 3.2%	55,397 SH	Increased+66 SH
AMERICAN TOWER CORP	COM	$4.6M	1.2%	26,629 SH	New
ANALOG DEVICES INC	COM	$502K	0.1%Prev: 0.1%	1,579 SH	Increased+2 SH
APPLE INC	COM	$23.5M	6.0%Prev: 6.4%	92,437 SH	Increased-789 SH
BLOOM ENERGY CORP	COM CL A	$664K	0.2%	4,899 SH	New
BROADCOM INC	COM	$518K	0.1%Prev: 0.1%	1,673 SH	Increased-442 SH
CAMECO CORP	COM	$4.3M	1.1%Prev: 0.5%	39,987 SH	Increased+887 SH
CHEVRON CORPORATION	COM	$1.2M	0.3%	5,867 SH	New
CISCO SYS INC	COM	$5.5M	1.4%Prev: 1.6%	71,395 SH	Increased-10,754 SH
COHERENT CORP	COM	$8.4M	2.1%Prev: 0.9%	35,212 SH	Increased-11,730 SH
CORNING INC	COM	$218K	0.1%	1,602 SH	New
COSTCO WHOLESALE CORPORATION	COM	$5.5M	1.4%	5,487 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.7M	0.4%Prev: 0.4%	4,478 SH	Increased+600 SH
DATADOG INC	CL A COM	$1.8M	0.5%	15,134 SH	New
DEERE & CO	COM	$711K	0.2%	1,263 SH	New
DIAMONDBACK ENERGY INC	COM	$2.4M	0.6%Prev: 0.5%	12,246 SH	Increased+1,908 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$426K	0.1%Prev: 0.2%	8,549 SH	Decreased-1,626 SH
DISNEY WALT CO	COM	$5.2M	1.3%Prev: 1.4%	54,304 SH	Increased+6,682 SH
DUPONT DE NEMOURS INC	COM	$1.9M	0.5%Prev: 0.9%	40,402 SH	Decreased+2,228 SH
ELECTRONIC ARTS INC	COM	$3.1M	0.8%Prev: 1.0%	15,375 SH	Increased-5,964 SH
ELI LILLY & CO	COM	$626K	0.2%	680 SH	New
EXXON MOBIL CORP	COM	$3.5M	0.9%Prev: 0.7%	20,555 SH	Increased+798 SH
GILEAD SCIENCES INC	COM	$424K	0.1%Prev: 0.2%	3,040 SH	Decreased-1,895 SH
GSK PLC	SPONSORED ADR	$4.7M	1.2%Prev: 1.0%	85,476 SH	Increased+5,129 SH
HOME DEPOT INC	COM	$2.3M	0.6%Prev: 0.7%	6,953 SH	Increased+847 SH
INTERNATIONAL BUSINESS MACHS	COM	$307K	0.1%	1,267 SH	New
INTUIT	COM	$2.5M	0.6%Prev: 1.1%	5,798 SH	Decreased+58 SH
INTUITIVE SURGICAL INC	COM NEW	$4.1M	1.0%	8,895 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$203K	0.1%Prev: 0.1%	1,059 SH	Decreased-1,566 SH
INVESCO QQQ TR	UNIT SER 1	$391K	0.1%	677 SH	New
ISHARES TR	1 3 YR TREAS BD	$254K	0.1%Prev: 0.1%	3,081 SH	Decreased-2,616 SH
ISHARES TR	CORE MSCI EAFE	$401K	0.1%	4,432 SH	New
ISHARES TR	CORE S&P MCP ETF	$343K	0.1%	5,085 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.4M	0.6%Prev: 0.6%	19,605 SH	Increased+811 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.3%Prev: 0.3%	2,027 SH	Increased+146 SH
ISHARES TR	MSCI INDIA ETF	$3.0M	0.7%Prev: 0.9%	63,064 SH	Increased+7,352 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$219K	0.1%	4,389 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$27.8M	7.1%Prev: 1.9%	587,373 SH	Increased+456,416 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$32.3M	8.2%Prev: 6.4%	637,497 SH	Increased+225,211 SH
JOHNSON & JOHNSON	COM	$210K	0.1%	859 SH	New
JPMORGAN CHASE & CO	COM	$7.2M	1.8%	24,526 SH	New
KINDER MORGAN INC DEL	COM	$235K	0.1%	7,007 SH	New
LAM RESEARCH CORP	COM NEW	$347K	0.1%	1,626 SH	New
LINDE PLC	SHS	$5.2M	1.3%Prev: 1.6%	10,460 SH	Increased-425 SH
MERCK & CO INC	COM	$8.0M	2.0%Prev: 1.6%	66,219 SH	Increased+7,228 SH
META PLATFORMS INC	CL A	$325K	0.1%Prev: 0.1%	568 SH	Decreased-205 SH
MICROSOFT CORP	COM	$12.6M	3.2%Prev: 4.5%	33,916 SH	Decreased-4,594 SH
NETFLIX INC.	COM	$562K	0.1%	5,840 SH	New
NEXTERA ENERGY INC	COM	$7.0M	1.8%Prev: 1.6%	75,063 SH	Increased+1,827 SH
NIKE INC	CL B	$3.3M	0.8%Prev: 0.9%	62,371 SH	Increased+18,199 SH
NORFOLK SOUTHN CORP	COM	$596K	0.2%Prev: 0.2%	2,076 SH	Decreased-824 SH
NVIDIA CORPORATION	COM	$2.2M	0.6%Prev: 0.4%	12,591 SH	Increased-730 SH
ORACLE CORP	COM	$976K	0.2%Prev: 0.9%	6,636 SH	Decreased-13,980 SH
PEPSICO INC	COM	$302K	0.1%Prev: 0.1%	1,945 SH	Decreased-110 SH
PROCTER & GAMBLE CO	COM	$4.3M	1.1%	29,505 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$2.1M	0.5%	18,154 SH	New
QUALCOMM INC	COM	$3.2M	0.8%Prev: 1.4%	25,128 SH	Decreased-5,071 SH
QUALYS INC	COM	$281K	0.1%Prev: 0.1%	3,200 SH	Decreased-500 SH
ROCKWELL AUTOMATION INC	COM	$4.9M	1.2%Prev: 1.0%	13,537 SH	Increased+416 SH
RTX CORPORATION	COM	$2.5M	0.6%	12,825 SH	New
SALESFORCE INC	COM	$3.4M	0.9%Prev: 1.3%	18,400 SH	Decreased+2,294 SH
SCHWAB CHARLES CORP	COM	$2.5M	0.6%Prev: 0.6%	26,365 SH	Increased+3,068 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	0.6%Prev: 0.6%	69,055 SH	Increased-4,018 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.8M	3.0%Prev: 2.2%	478,557 SH	Increased+116,351 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$538K	0.1%	21,414 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$332K	0.1%	10,809 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.3%Prev: 0.3%	36,897 SH	Increased+737 SH
SEA LTD	SPONSORD ADS	$3.0M	0.8%Prev: 1.0%	36,012 SH	Decreased+12,206 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.6M	0.4%	14,416 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$2.0M	0.5%	19,851 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$806K	0.2%	13,162 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	0.4%	29,555 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.3M	0.3%	9,025 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.3M	0.3%	8,316 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$282K	0.1%	5,641 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$469K	0.1%	11,493 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.5M	0.9%	26,438 SH	New
SNOWFLAKE INC	COM SHS	$2.9M	0.7%	19,262 SH	New
SOUTHERN CO	COM	$838K	0.2%Prev: 0.1%	8,683 SH	Increased+6,412 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.6M	0.7%	89,737 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	0.7%	4,127 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$5.1M	1.3%Prev: 1.6%	25,827 SH	Increased+1,347 SH
TCW ETF TRUST	FLEXIBLE INCOME	$206K	0.1%	5,255 SH	New
TCW ETF TRUST	TRANSFORM SYSTEM	$444K	0.1%Prev: 0.1%	4,544 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$4.7M	1.2%Prev: 1.3%	9,476 SH	Increased+1,172 SH
TRADEWEB MKTS INC	CL A	$4.3M	1.1%Prev: 0.7%	36,955 SH	Increased+22,063 SH
TRANE TECHNOLOGIES PLC	SHS	$9.1M	2.3%Prev: 2.6%	21,784 SH	Increased-3,399 SH
UBER TECHNOLOGIES INC	COM	$312K	0.1%Prev: 0.2%	4,335 SH	Decreased-3,114 SH
UNION PAC CORP	COM	$1.5M	0.4%Prev: 0.3%	6,221 SH	Increased+2,491 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$330K	0.1%Prev: 0.1%	810 SH	Increased-86 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$447K	0.1%Prev: 0.1%	2,195 SH	Increased+124 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.8M	0.5%Prev: 4.2%	36,293 SH	Decreased-235,086 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$408K	0.1%Prev: 0.1%	4,114 SH	Increased+2,024 SH
VANGUARD INDEX FDS	SMALL CP ETF	$13.4M	3.4%Prev: 3.2%	51,214 SH	Increased+3,709 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.8M	2.7%Prev: 2.2%	199,696 SH	Increased+38,577 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.1M	2.3%Prev: 2.4%	141,949 SH	Increased-9,708 SH
VANGUARD WORLD FD	UTILITIES ETF	$330K	0.1%Prev: 0.1%	1,668 SH	Increased+36 SH
VENTAS INC	COM	$3.4M	0.9%Prev: 1.5%	41,953 SH	Decreased-29,696 SH
VERIZON COMMUNICATIONS INC	COM	$3.4M	0.9%Prev: 0.9%	68,511 SH	Increased+5,516 SH
VISA INC	COM CL A	$4.8M	1.2%Prev: 1.8%	15,775 SH	Decreased-1,202 SH
WELLS FARGO & CO	COM	$428K	0.1%	5,377 SH	New
WILLIAMS SONOMA INC	COM	$5.1M	1.3%Prev: 1.3%	28,198 SH	Increased+1,432 SH
ZIMMER BIOMET HOLDINGS INC	COM	$1.7M	0.4%Prev: 0.6%	19,205 SH	Decreased+708 SH
ZOETIS INC	CL A	$1.7M	0.4%Prev: 1.0%	14,204 SH	Decreased-4,958 SH

Sold (vs prior filing)

ABBOTT LABS — $223K
AMERICAN TOWER CORP NEW — $5.8M
BERKSHIRE HATHAWAY INC DEL — $225K
CHEVRON CORP NEW — $1.0M
COSTCO WHSL CORP NEW — $5.4M
JPMORGAN CHASE & CO. — $6.1M
LANDSTAR SYS INC — $713K
LOWES COS INC — $383K
MEDTRONIC PLC — $3.1M
PAYPAL HLDGS INC — $3.1M
PROCTER AND GAMBLE CO — $4.8M
SCHWAB STRATEGIC TR — $413K
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $653K
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $943K
SELECT SECTOR SPDR TR — $370K
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $598K
SELECT SECTOR SPDR TR — $1.3M
… and 9 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