account_balance
Investment manager · 13F filer · SEC CIK 1885319
Roberts Wealth Advisors, LLC
Reported value$445Mas of Sep 30, 2026
Positions108 0 new, 3 sold out
Top 10 weight44.8%JPST alone is 8%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
7.5%
JSCPJ P Morgan Exchange Traded F
7.0%Added +8%
AAPLApple Inc.
6.7%
GOOGAlphabet Inc.
5.1%
MSFTMicrosoft Corp
3.9%
VBVanguard Index FDS
3.2%Trimmed −3%
SCHFSchwab Strategic Tr
3.1%Added +3%
AMZNAmazon.com Inc
3.0%
VWOVanguard Intl Equity Index F
2.8%
COHRCoherent Corp.
2.4%+7%
VEAVanguard Tax-Managed FDS
2.2%
MRKMerck & Co., Inc.
2.1%
JPSTJ P Morgan Exchange Traded F
7.5%
JSCPJ P Morgan Exchange Traded F
7.0%Added +8%
AAPLApple Inc.
6.7%
GOOGAlphabet Inc.
5.1%
MSFTMicrosoft Corp
3.9%
VBVanguard Index FDS
3.2%
SCHFSchwab Strategic Tr
3.1%
AMZNAmazon.com Inc
3.0%
VWO2.8%
COHRVEA2.2%
MRK2.1%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
JPST J P Morgan Exchange Traded F 7.5% Held
JSCP J P Morgan Exchange Traded F 7.0% Added +8%
AAPL Apple Inc. 6.7% HeldGOOG Alphabet Inc. 5.1% HeldMSFT Microsoft Corp 3.9% HeldVB Vanguard Index FDS 3.2% Trimmed −3%
SCHF Schwab Strategic Tr 3.1% Added +3%
AMZN Amazon.com Inc 3.0% HeldVWO Vanguard Intl Equity Index F 2.8% Held
COHR Coherent Corp. 2.4% Added +7%VEA Vanguard Tax-Managed FDS 2.2% Held
MRK Merck & Co., Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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