Roberts Wealth Advisors, LLC 13F Holdings

CIK 0001885319 · PALO ALTO, CA

As of Sep 30, 2025, Roberts Wealth Advisors, LLC reported 98 positions worth $376.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JPMORGAN ULTRA-SHORT INCOMEJPST—491,375$24.9M6.63%
APPLE INCAAPLTechnology91,384$23.3M6.19%
ALPHABET INCGOOGEquity81,513 9.9M5.28%
MICROSOFT CORPMSFTTechnology36,756 9.0M5.06%
JPMORGAN SHORT DURATION CORE PLUS ETFJSCP—371,733 7.7M4.71%
VANGUARD SMALL-CAP INDEX FUNDVB—48,357 2.3M3.27%
AMAZON.COM INCAMZNEquity54,082 1.9M3.16%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—174,735$9.5M2.52%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—403,251$9.4M2.50%
TRANE TECHNOLOGIES PLCTTBasic Materials22,157$9.3M2.49%
VANGUARD TAX-MANAGED FUNDSVEA—151,430$9.1M2.41%
JPMORGAN CHASE & COJPMFinancial Services24,481$7.7M2.05%
VANGUARD ULTRA-SHORT BOND ETFVUSB—139,383$7.0M1.85%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services24,375$6.3M1.67%
WALT DISNEY CODISCommunication Services49,787$5.7M1.52%
NEXTERA ENERGY INCNEEUtilities73,961$5.6M1.48%
VISA INC-CLASS A SHARESVFinancial Services16,214$5.5M1.47%
MERCK & CO INCMRKHealthcare64,936$5.5M1.45%
AMERICAN TOWER CORPAMTReal Estate28,271$5.4M1.45%
CISCO SYSTEMS INCCSCOTechnology77,696$5.3M1.41%
WILLIAMS SONOMA INCWSMConsumer Cyclical27,109$5.3M1.41%
QUALCOMM INCQCOMTechnology31,344$5.2M1.39%
VENTAS INCVTRReal Estate72,729$5.1M1.35%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,464$5.1M1.34%
COHERENT CORPCOHRTechnology46,768$5.0M1.34%