13F Insight
DOSSIER · 13F-HR · Q2 2026

Roberts Wealth Advisors, LLC

$440M in tracked AUM across 111 positions as of Q2 2026.

RW
CIK 0001885319 · last filed Jun 30, 2026
Total AUM
$440M
as of Q2 2026
Holdings
111
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Roberts Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$33M659K7.6%02
JSCP
J P MORGAN EXCHANGE TRADED F
$30M626K6.7%03
AAPL
APPLE INC
$26M90K5.9%04
GOOG
ALPHABET INC
$23M66K5.3%05
VB
VANGUARD INDEX FDS
$15M51K3.5%06
COHR
COHERENT CORP
$14M35K3.2%07
SCHF
SCHWAB STRATEGIC TR
$14M488K3.1%08
MSFT
MICROSOFT CORP
$13M35K2.9%09
AMZN
AMAZON COM INC
$13M54K2.9%10
VWO
VANGUARD INTL EQUITY INDEX F
$12M209K2.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$227M▼ 0.0%
88 positionsLocked
Showing 12 of 20