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: $440.3M111 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$326K	0.1%Prev: 0.1%	1,294 SH	Increased-8 SH
ADOBE INC	COM	$1.0M	0.2%Prev: 0.9%	4,897 SH	Decreased-3,624 SH
ADVANCE AUTO PARTS INC	COM	$4.0M	0.9%	63,778 SH	New
ALPHABET INC	CAP STK CL A	$4.1M	0.9%Prev: 0.6%	11,353 SH	Increased+105 SH
ALPHABET INC	CAP STK CL C	$23.4M	5.3%Prev: 4.2%	66,296 SH	Increased-16,620 SH
AMAZON COM INC	COM	$12.8M	2.9%Prev: 3.5%	53,908 SH	Increased-1,643 SH
AMERICAN TOWER CORP	COM	$4.5M	1.0%	27,705 SH	New
ANALOG DEVICES INC	COM	$452K	0.1%Prev: 0.1%	1,139 SH	Increased-438 SH
APPLE INC	COM	$26.2M	5.9%Prev: 5.5%	90,395 SH	Increased-2,338 SH
ARM HOLDINGS PLC	SPONSORED ADS	$248K	0.1%	699 SH	New
BLOOM ENERGY CORP	COM CL A	$1.2M	0.3%	3,898 SH	New
BROADCOM INC	COM	$640K	0.1%Prev: 0.2%	1,693 SH	Increased-272 SH
CAMECO CORP	COM	$4.3M	1.0%Prev: 0.8%	41,880 SH	Increased+3,059 SH
CHEVRON CORPORATION	COM	$749K	0.2%	4,517 SH	New
CISCO SYS INC	COM	$6.8M	1.6%Prev: 1.6%	58,264 SH	Increased-21,716 SH
COHERENT CORP	COM	$13.9M	3.2%Prev: 1.2%	35,172 SH	Increased-12,041 SH
CORNING INC	COM	$409K	0.1%	1,600 SH	New
COSTCO WHOLESALE CORPORATION	COM	$4.9M	1.1%	5,205 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.5M	0.8%Prev: 0.6%	4,630 SH	Increased+634 SH
DATADOG INC	CL A COM	$4.1M	0.9%	15,629 SH	New
DEERE & CO	COM	$519K	0.1%	818 SH	New
DIAMONDBACK ENERGY INC	COM	$2.2M	0.5%Prev: 0.4%	12,667 SH	Increased+1,380 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$322K	0.1%Prev: 0.1%	6,409 SH	Decreased-2,028 SH
DISNEY WALT CO	COM	$5.5M	1.2%Prev: 1.7%	57,140 SH	Decreased+8,619 SH
DUKE ENERGY CORP NEW	COM NEW	$230K	0.1%	1,818 SH	New
DUPONT DE NEMOURS INC	COMMON STOCK	$1.9M	0.4%	13,878 SH	New
ELECTRONIC ARTS INC	COM	$2.4M	0.5%Prev: 1.0%	11,684 SH	Decreased-9,655 SH
ELI LILLY & CO	COM	$546K	0.1%	455 SH	New
EXXON MOBIL CORP	COM	$2.7M	0.6%Prev: 0.6%	20,091 SH	Increased+16 SH
FORTINET INC	COM	$307K	0.1%	2,000 SH	New
GILEAD SCIENCES INC	COM	$384K	0.1%Prev: 0.1%	3,040 SH	Decreased-1,595 SH
GOLDMAN SACHS ETF TR	DYNA CAL MUN ETF	$852K	0.2%	16,642 SH	New
GSK PLC	SPONSORED ADR	$4.5M	1.0%Prev: 0.9%	85,719 SH	Increased+1,525 SH
HOME DEPOT INC	COM	$2.6M	0.6%Prev: 0.6%	7,272 SH	Increased+1,142 SH
INTERNATIONAL BUSINESS MACHS	COM	$269K	0.1%	957 SH	New
INTUIT	COM	$2.2M	0.5%Prev: 1.3%	8,381 SH	Decreased+2,726 SH
INTUITIVE SURGICAL INC	COM NEW	$3.8M	0.9%	9,536 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$225K	0.1%Prev: 0.1%	1,059 SH	Decreased-1,548 SH
ISHARES TR	CORE MSCI EAFE	$360K	0.1%	3,731 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.7M	0.6%Prev: 0.6%	18,197 SH	Increased-597 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.3%Prev: 0.3%	1,935 SH	Increased+70 SH
ISHARES TR	MSCI INDIA ETF	$3.2M	0.7%Prev: 0.9%	64,111 SH	Decreased+5,464 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$273K	0.1%	5,389 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$29.5M	6.7%Prev: 3.6%	626,222 SH	Increased+359,342 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$33.3M	7.6%Prev: 6.6%	658,706 SH	Increased+205,032 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$225K	0.1%	4,411 SH	New
JOHNSON & JOHNSON	COM	$218K	0.0%	859 SH	New
JPMORGAN CHASE & CO	COM	$7.9M	1.8%	24,239 SH	New
LAM RESEARCH CORP	COM NEW	$607K	0.1%	1,401 SH	New
LINDE PLC	SHS	$5.3M	1.2%Prev: 1.4%	10,125 SH	Increased-527 SH
MERCK & CO INC	COM	$8.4M	1.9%Prev: 1.5%	65,645 SH	Increased+1,201 SH
META PLATFORMS INC	CL A	$323K	0.1%Prev: 0.2%	574 SH	Decreased-199 SH
MICROSOFT CORP	COM	$13.0M	2.9%Prev: 5.4%	34,778 SH	Decreased-3,103 SH
NETFLIX INC.	COM	$367K	0.1%	5,146 SH	New
NEXTERA ENERGY INC	COM	$6.7M	1.5%Prev: 1.5%	76,850 SH	Increased+3,753 SH
NIKE INC	CL B	$2.9M	0.7%Prev: 0.9%	70,022 SH	Decreased+23,670 SH
NORFOLK SOUTHN CORP	COM	$621K	0.1%Prev: 0.2%	1,975 SH	Decreased-525 SH
NVIDIA CORPORATION	COM	$2.3M	0.5%Prev: 0.6%	11,343 SH	Increased-2,108 SH
ORACLE CORP	COM	$952K	0.2%Prev: 0.5%	6,499 SH	Decreased-1,455 SH
PEPSICO INC	COM	$263K	0.1%Prev: 0.1%	1,940 SH	Increased+51 SH
PROCTER & GAMBLE CO	COM	$4.4M	1.0%	29,937 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$3.0M	0.7%	18,067 SH	New
QUALCOMM INC	COM	$4.4M	1.0%Prev: 1.5%	23,853 SH	Decreased-8,204 SH
QUALYS INC	COM	$440K	0.1%Prev: 0.1%	3,200 SH	Decreased
ROCKWELL AUTOMATION INC	COM	$6.8M	1.6%Prev: 1.3%	13,788 SH	Increased+619 SH
RTX CORPORATION	COM	$2.5M	0.6%	13,300 SH	New
SALESFORCE INC	COM	$2.9M	0.7%Prev: 1.3%	18,452 SH	Decreased+1,977 SH
SCHWAB CHARLES CORP	COM	$2.5M	0.6%Prev: 0.6%	27,086 SH	Increased+3,738 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.5M	0.6%Prev: 0.6%	68,101 SH	Increased-3,849 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$13.5M	3.1%Prev: 2.5%	488,237 SH	Increased+92,356 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$415K	0.1%	14,317 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$345K	0.1%	10,893 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.2M	0.3%Prev: 0.3%	33,868 SH	Increased-1,691 SH
SEA LTD	SPONSORD ADS	$6.1M	1.4%Prev: 1.1%	63,887 SH	Increased+39,157 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.6M	0.4%	9,789 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$1.9M	0.4%	15,804 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$643K	0.1%	12,106 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$1.7M	0.4%	30,915 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$1.3M	0.3%	7,263 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$342K	0.1%	6,731 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$408K	0.1%	9,267 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$484K	0.1%	5,830 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$1.6M	0.4%	15,306 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$4.8M	1.1%	25,338 SH	New
SNOWFLAKE INC	COM SHS	$4.6M	1.0%	18,103 SH	New
SOUTHERN CO	COM	$836K	0.2%	8,739 SH	New
SPDR SERIES TRUST	ST SHO TREAS ETF	$2.8M	0.6%	95,515 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	0.6%	3,634 SH	New
SYNOPSYS INC	COM	$2.2M	0.5%	4,955 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$6.9M	1.6%Prev: 1.7%	27,776 SH	Increased+3,251 SH
TCW ETF TRUST	TRANS SYSTE ETF	$559K	0.1%	4,544 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$4.9M	1.1%Prev: 1.0%	9,739 SH	Increased+1,114 SH
TRADEWEB MKTS INC	CL A	$3.7M	0.8%Prev: 0.6%	36,856 SH	Increased+21,833 SH
TRANE TECHNOLOGIES PLC	SHS	$10.3M	2.3%Prev: 2.8%	21,004 SH	Increased-1,171 SH
UBER TECHNOLOGIES INC	COM	$313K	0.1%Prev: 0.1%	4,335 SH	Decreased-222 SH
UNION PAC CORP	COM	$1.5M	0.3%Prev: 0.2%	5,608 SH	Increased+2,528 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$382K	0.1%Prev: 0.1%	4,626 SH	Increased+3,727 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$466K	0.1%Prev: 0.1%	2,127 SH	Increased+51 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$855K	0.2%Prev: 2.9%	17,168 SH	Decreased-182,229 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$563K	0.1%	5,597 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$15.5M	3.5%Prev: 3.3%	51,091 SH	Increased+2,767 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.5M	2.8%Prev: 2.4%	209,105 SH	Increased+37,661 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	2.3%Prev: 2.5%	141,776 SH	Increased-9,740 SH
VANGUARD WORLD FD	UTILITIES ETF	$332K	0.1%Prev: 0.1%	1,698 SH	Increased+66 SH
VENTAS INC	COM	$3.7M	0.9%Prev: 1.3%	42,200 SH	Decreased-30,170 SH
VERIZON COMMUNICATIONS INC	COM	$3.0M	0.7%Prev: 0.8%	71,350 SH	Increased+6,724 SH
VISA INC	COM CL A	$5.5M	1.3%Prev: 1.7%	16,175 SH	Decreased-399 SH
WELLS FARGO & CO	COM	$444K	0.1%	5,377 SH	New
WILLIAMS SONOMA INC	COM	$6.9M	1.6%Prev: 1.3%	29,530 SH	Increased+2,415 SH
ZIMMER BIOMET HOLDINGS INC	COM	$2.1M	0.5%Prev: 0.5%	24,436 SH	Increased+5,184 SH
ZOETIS INC	CL A	$974K	0.2%Prev: 0.9%	13,555 SH	Decreased-6,193 SH

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $6.1M
CHEVRON CORP NEW — $876K
COSTCO WHSL CORP NEW — $5.6M
DUPONT DE NEMOURS INC — $2.7M
ISHARES TR — $320K
JPMORGAN CHASE & CO. — $7.3M
LOWES COS INC — $365K
MEDTRONIC PLC — $3.0M
NETFLIX INC — $201K
PAYPAL HLDGS INC — $3.6M
PROCTER AND GAMBLE CO — $4.5M
SCHWAB STRATEGIC TR — $330K
SELECT SECTOR SPDR TR — $1.8M
SELECT SECTOR SPDR TR — $598K
SELECT SECTOR SPDR TR — $1.6M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $377K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $596K
SELECT SECTOR SPDR TR — $1.2M
… 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