Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Roberts Wealth Advisors, LLC (CIK 1885319) reported $393.9M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($32.3M, 8.19%), JSCP ($27.8M, 7.05%), AAPL ($23.5M, 5.96%), GOOG ($19.3M, 4.90%), VB ($13.4M, 3.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $32.3M | 8.19% | 637,497 | Added |
| 2 | JSCP | J P MORGAN EXCHANGE TRADED F | $27.8M | 7.05% | 587,373 | Added |
| 3 | AAPL | APPLE INC | $23.5M | 5.96% | 92,437 | Added |
| 4 | GOOG | ALPHABET INC | $19.3M | 4.90% | 67,339 | Added |
| 5 | VB | VANGUARD INDEX FDS | $13.4M | 3.41% | 51,214 | Added |
| 6 | MSFT | MICROSOFT CORP | $12.6M | 3.19% | 33,916 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $11.8M | 3.01% | 478,557 | Added |
| 8 | AMZN | AMAZON COM INC | $11.5M | 2.93% | 55,397 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $10.8M | 2.74% | 199,696 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $9.1M | 2.31% | 141,949 | Trimmed |
| 11 | TT | TRANE TECHNOLOGIES PLC | $9.1M | 2.30% | 21,784 | Added |
| 12 | COHR | COHERENT CORP | $8.4M | 2.13% | 35,212 | Trimmed |
| 13 | MRK | MERCK & CO INC | $8.0M | 2.02% | 66,219 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $7.2M | 1.83% | 24,526 | Added |
| 15 | NEE | NEXTERA ENERGY INC | $7.0M | 1.77% | 75,063 | Added |
| 16 | CSCO | CISCO SYS INC | $5.5M | 1.41% | 71,395 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 1.39% | 5,487 | Added |
| 18 | DIS | DISNEY WALT CO | $5.2M | 1.33% | 54,304 | Added |
| 19 | LIN | LINDE PLC | $5.2M | 1.32% | 10,460 | Added |
| 20 | WSM | WILLIAMS SONOMA INC | $5.1M | 1.31% | 28,198 | Added |
| 21 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5.1M | 1.29% | 25,827 | Added |
| 22 | ROK | ROCKWELL AUTOMATION INC | $4.9M | 1.23% | 13,537 | Added |
| 23 | V | VISA INC | $4.8M | 1.21% | 15,775 | Added |
| 24 | GSK | GSK PLC | $4.7M | 1.20% | 85,476 | Trimmed |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $4.7M | 1.18% | 9,476 | Added |
Source: SEC Form 13F filings · as of 2026-03-31