§ 13F · FUND PROFILE
Roberts Wealth Advisors, LLC.
AUM · $440M (13F)Positions · 111Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 659K | $33M | 7.6% | +3% |
| 2 | JSCP | J P MORGAN EXCHANGE TRADED F | 626K | $30M | 6.7% | +7% |
| 3 | AAPL | APPLE INC | 90K | $26M | 5.9% | −2% |
| 4 | GOOG | ALPHABET INC | 66K | $23M | 5.3% | −2% |
| 5 | VB | VANGUARD INDEX FDS | 51K | $15M | 3.5% | ±0% |
| 6 | COHR | COHERENT CORP | 35K | $14M | 3.2% | ±0% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 488K | $14M | 3.1% | +2% |
| 8 | MSFT | MICROSOFT CORP | 35K | $13M | 2.9% | +3% |
| 9 | AMZN | AMAZON COM INC | 54K | $13M | 2.9% | −3% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 209K | $12M | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBERTS SIGNAL
AC read
Roberts Wealth Advisors, LLC is a Other fund managing $440 million in assets. The fund runs a portfolio of 111 positions.
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