Roberts Financial Services LLC — 13F holdings

Roberts Financial Services LLC reported 32 holdings worth $340M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. IEUR ISHARES TR — $60.7M (17.9%)
2. SPIB SPDR SERIES TRUST — $39.2M (11.5%)
3. USHY ISHARES TR — $36.9M (10.9%)
4. SPYV SPDR SERIES TRUST — $34.1M (10.1%)
5. SPYG SPDR SERIES TRUST — $33.6M (9.9%)
6. SPTL SPDR SERIES TRUST — $20.6M (6.1%)
7. IPAC ISHARES TR — $17.8M (5.2%)
8. IUSG ISHARES TR — $17.0M (5.0%)
9. VOE VANGUARD INDEX FDS — $14.8M (4.3%)
10. VOT VANGUARD INDEX FDS — $14.6M (4.3%)