Roberts Wealth Advisors, LLC - Portfolio Stock Holdings
Roberts Wealth Advisors, LLC disclosed 110 stock positions in a recent SEC 13F filing. $445,393,504 of stock holdings were filed, with the largest holdings including JPST, JSCP, and AAPL. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
110Est. Stock Holding Value:
$445,393,504Top 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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Change (Shares)
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Change (USD)
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% Change
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