Roberts Financial Services LLC
Roberts Financial Services LLC reported 33 positions worth $341.5M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IEUR (18.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEUR | SH | $61.8M | 18.11% | 822,766 | — | — | |
| ▸ 2 | SPIB | SH | $39.5M | 11.57% | 1,180,578 | — | — | |
| ▸ 3 | USHY | SH | $36.9M | 10.82% | 997,955 | — | — | |
| ▸ 4 | SPYV | SH | $33.6M | 9.84% | 552,950 | — | — | |
| ▸ 5 | SPYG | SH | $32.5M | 9.50% | 272,765 | — | — | |
| ▸ 6 | GOVT | SH | $18.7M | 5.47% | 820,077 | — | — | |
| ▸ 7 | IPAC | SH | $17.1M | 5.01% | 208,888 | — | — | |
| ▸ 8 | IUSG | SH | $16.7M | 4.88% | 88,554 | — | — | |
| ▸ 9 | VOE | SH | $15.2M | 4.46% | 77,001 | — | — | |
| ▸ 10 | VOT | SH | $15.1M | 4.42% | 49,278 | — | — |
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Frequently Asked Questions
What stocks does Roberts Financial Services LLC hold as of Q2 2026?
Roberts Financial Services LLC reported 33 positions worth $341.5M in its Q2 2026 13F filing. Largest positions: IEUR (18.1%), SPIB (11.6%), USHY (10.8%), SPYV (9.8%) and SPYG (9.5%).
What did Roberts Financial Services LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Roberts Financial Services LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.