§ 13F · FUND PROFILE
Roberts Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $376M (13F)Positions · 98Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 637K | $32M | 8.2% | +9% |
| 2 | JSCP | J P MORGAN EXCHANGE TRADED F | 587K | $28M | 7.1% | +18% |
| 3 | AAPL | APPLE INC | 92K | $23M | 6.0% | +5% |
| 4 | GOOG | ALPHABET INC | 67K | $19M | 4.9% | +1% |
| 5 | VB | VANGUARD INDEX FDS | 51K | $13M | 3.4% | +4% |
| 6 | MSFT | MICROSOFT CORP | 34K | $13M | 3.2% | +2% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 479K | $12M | 3.0% | +8% |
| 8 | AMZN | AMAZON COM INC | 55K | $12M | 2.9% | +10% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 200K | $11M | 2.7% | +11% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 142K | $9M | 2.3% | −1% |
§ 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 $376 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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