§ 13F · FUND PROFILE
Roberts Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $347.9T (13F)Positions · 94Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 582K | $29.5T | 7.7% | +18% |
| 2 | AAPL | APPLE INC | 88K | $23.9T | 6.2% | −4% |
| 3 | JSCP | J P MORGAN EXCHANGE TRADED F | 497K | $23.6T | 6.2% | +34% |
| 4 | GOOG | ALPHABET INC | 66K | $20.8T | 5.4% | −19% |
| 5 | MSFT | MICROSOFT CORP | 33K | $16.1T | 4.2% | −10% |
| 6 | VB | VANGUARD INDEX FDS | 49K | $12.7T | 3.3% | +2% |
| 7 | AMZN | AMAZON COM INC | 50K | $11.6T | 3.0% | −7% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 444K | $10.7T | 2.8% | +10% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 180K | $9.7T | 2.5% | +3% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 143K | $9.0T | 2.3% | −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 $347877.2 trillion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed