Roberts Wealth Advisors, LLC: 13F holdings
CIK 18853192026Q2
| Positions | 111 |
|---|---|
| Reported value | $440.3m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JPST J P MORGAN EXCHANGE TRADED F | 658,706 | $33.3m | 7.6% |
| J P MORGAN EXCHANGE TRADED F | 626,222 | $29.5m | 6.7% |
| AAPL APPLE INC | 90,395 | $26.2m | 5.9% |
| GOOG ALPHABET INC | 66,296 | $23.4m | 5.3% |
| VB VANGUARD INDEX FDS | 51,091 | $15.5m | 3.5% |
| COHR COHERENT CORP | 35,172 | $13.9m | 3.2% |
| SCHF SCHWAB STRATEGIC TR | 488,237 | $13.5m | 3.1% |
| MSFT MICROSOFT CORP | 34,778 | $13.0m | 2.9% |
| AMZN AMAZON COM INC | 53,908 | $12.8m | 2.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 209,105 | $12.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1885319")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.