13F Insight
DOSSIER · 13F-HR · Q3 2026

Roberts Wealth Advisors, LLC

$445M in tracked AUM across 108 positions as of Q3 2026.

RW
CIK 0001885319 · last filed Sep 30, 2026
Total AUM
$445M
as of Q3 2026
Holdings
108
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Roberts Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$34M666K7.5%02
JSCP
J P MORGAN EXCHANGE TRADED F
$31M677K7.0%03
AAPL
APPLE INC
$30M90K6.7%04
GOOG
ALPHABET INC
$23M67K5.1%05
MSFT
MICROSOFT CORP
$18M34K3.9%06
VB
VANGUARD INDEX FDS
$14M49K3.2%07
SCHF
SCHWAB STRATEGIC TR
$14M505K3.1%08
AMZN
AMAZON COM INC
$13M53K3.0%09
VWO
VANGUARD INTL EQUITY INDEX F
$13M211K2.8%10
COHR
COHERENT CORP
$11M38K2.4%

Filing history

2026Q3Sep 30
$445M▲ 1.2%
108 positionsView →2026Q2Jun 30
$440M▲ 11.8%
111 positionsView →2026Q1Mar 31
$394M▲ 2.8%
110 positionsView →2025Q4Dec 31
$383M▲ 1.9%
99 positionsView →2025Q3Sep 30
$376M▲ 8.1%
98 positionsLocked2025Q2Jun 30
$348M▲ 7.3%
94 positionsLocked2025Q1Mar 31
$324M▼ 1.5%
99 positionsLocked2024Q4Dec 31
$329M▲ 6.5%
100 positionsLocked2024Q3Sep 30
$309M▲ 5.5%
95 positionsLocked2024Q2Jun 30
$293M▲ 9.5%
90 positionsLocked2024Q1Mar 31
$268M▼ 58.4%
94 positionsLocked2023Q4Dec 31
$643M▲ 182.6%
55 positionsLocked
Showing 12 of 21