Roberts Financial Services LLC - Portfolio overview

Roberts Financial Services LLC has 31 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Technology.

Largest reported holdings by portfolio allocation

1. IEUR - ISHARES TR, 18.04%
2. SPIB - SPDR SERIES TRUST, 12.21%
3. USHY - ISHARES TR, 11.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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