account_balance

Investment manager · 13F filer · SEC CIK 1767602

Roberts Financial Services LLC

Reported value$340Mas of Sep 30, 2026
Positions32 1 new, 2 sold out
Top 10 weight85.2%IEUR alone is 18%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEUR iShares Tr 17.9% Held
SPIB SPDR Series Trust 11.5% Added +3%
USHY iShares Tr 10.9% Added +4%
SPYV SPDR Series Trust 10.1% Held
SPYG SPDR Series Trust 9.9% Held
SPTL SPDR Series Trust 6.1% Added +79%
IPAC iShares Tr 5.2% Held
IUSG iShares Tr 5.0% Held
VOE Vanguard Index FDS 4.3% Held
VOT Vanguard Index FDS 4.3% Held
IUSV iShares Tr 3.6% Held
GOVT iShares Tr 3.3% Trimmed −38%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • SPTL +79%
  • TLT +64%
  • USHY +4%
  • SPIB +3%
arrow_downwardTrimmed
  • GOVT −38%
  • IWS −10%
  • SLYV −5%
  • IWP −4%
remove_circleSold out
  • AGG $575K
  • QQQM $248K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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