Roberts Wealth Advisors, LLC — 13F holdings

Roberts Wealth Advisors, LLC reported 108 holdings worth $445M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. JPST J P MORGAN EXCHANGE TRADED F — $33.5M (7.5%)
  2. JSCP J P MORGAN EXCHANGE TRADED F — $31.1M (7.0%)
  3. AAPL APPLE INC — $29.9M (6.7%)
  4. GOOG ALPHABET INC — $22.8M (5.1%)
  5. MSFT MICROSOFT CORP — $17.6M (3.9%)
  6. VB VANGUARD INDEX FDS — $14.1M (3.2%)
  7. SCHF SCHWAB STRATEGIC TR — $13.9M (3.1%)
  8. AMZN AMAZON COM INC — $13.2M (3.0%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $12.5M (2.8%)
  10. COHR COHERENT CORP — $10.8M (2.4%)