Roberts Wealth Advisors, LLC Portfolio Holdings
Roberts Wealth Advisors, LLC
- $363 Million
- Q4 2025
Roberts Wealth Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $363 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $29.5M, Jp Morgan Exch Traded Fd Tr Sh with a value of $23.6M, Apple Inc. with a value of $23.5M, Alphabet Inc. with a value of $19M, and Microsoft Corp with a value of $16.9M.
Examining the 13F form we can see an increase of $8.57M in the current position value, from $354M to 363M.
Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
ETFs: $129 Million
Technology: $74.3 Million
Communication Services: $39.1 Million
Consumer Cyclical: $30.1 Million
Financial Services: $20.4 Million
Healthcare: $20 Million
Industrials: $17.8 Million
Consumer Defensive: $9.33 Million
Other: $23.1 Million