Roberts Wealth Advisors, LLC - Portfolio Stock Holdings
Roberts Wealth Advisors, LLC disclosed 116 stock positions in a recent SEC 13F filing. $437,610,732 of stock holdings were filed, with the largest holdings including JPST, JSCP, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $445,994,091 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
116Est. Stock Holding Value:
$437,610,732Top Stock Holdings By Sector
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Portfolio Stock Holdings - Roberts Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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