DOSSIER · 13F-HR · Q2 2026
Roberts Financial LLC
$341M in tracked AUM across 33 positions as of Q2 2026.
RF
CIK 0001767602 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Roberts Financial LLC SEC 13F Filing
Portfolio Overview
Roberts Financial LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 37.4%, rising from $231.87M to $318.53M. This growth is attributable not only to market performance but also to substantial capital inflows or a strategic reallocation, evidenced by the addition of 17 new positions. The por...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 30