Roberts Wealth Advisors, LLC - Portfolio overview

Roberts Wealth Advisors, LLC has 117 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 8.05%
2. JSCP - J P MORGAN EXCHANGE TRADED F, 6.93%
3. AAPL - APPLE INC, 5.86%

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

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