13F Insight
DOSSIER · 13F-HR · Q1 2026

Roberts Wealth Advisors, LLC

$394M in tracked AUM across 110 positions as of Q1 2026.

RW
CIK 0001885319 · last filed Mar 31, 2026
Total AUM
$394M
as of Q1 2026
Holdings
110
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Roberts Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$32M637K8.2%02
JSCP
J P MORGAN EXCHANGE TRADED F
$28M587K7.1%03
AAPL
APPLE INC
$23M92K6.0%04
GOOG
ALPHABET INC
$19M67K4.9%05
VB
VANGUARD INDEX FDS
$13M51K3.4%06
MSFT
MICROSOFT CORP
$13M34K3.2%07
SCHF
SCHWAB STRATEGIC TR
$12M479K3.0%08
AMZN
AMAZON COM INC
$12M55K2.9%09
VWO
VANGUARD INTL EQUITY INDEX F
$11M200K2.7%10
VEA
VANGUARD TAX-MANAGED FDS
$9M142K2.3%

Filing history

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 positionsLocked2023Q2Jun 30
$227M▲ 4.3%
86 positionsLocked
Showing 12 of 19