Roberts Wealth Advisors, LLC: summary

Roberts Wealth Advisors, LLC reported 108 positions with a reported value of $445.39M in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 4 exited.

Top positions

• JPMORGAN ULTRA-SHORT INCOME ETF
• J P MORGAN EXCHANGE TRADED F
• APPLE INC COM
• ALPHABET INC CAP STK CL C
• MICROSOFT CORP COM
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• SCHWAB INTERNATIONAL EQUITY ETF
• AMAZON COM INC
• VANGUARD FTSE EMERGING MARKETS ETF
• Coherent Corp