Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC reported 111 positions worth $440.3M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: JPST (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPST | SH | $33.3M | 7.57% | 658,706 | — | — | |
| ▸ 2 | JSCP | SH | $29.5M | 6.71% | 626,222 | — | — | |
| ▸ 3 | AAPL | SH | $26.2M | 5.94% | 90,395 | — | — | |
| ▸ 4 | GOOG | SH | $23.4M | 5.32% | 66,296 | — | — | |
| ▸ 5 | VB | SH | $15.5M | 3.52% | 51,091 | — | — | |
| ▸ 6 | COHR | SH | $13.9M | 3.15% | 35,172 | — | — | |
| ▸ 7 | SCHF | SH | $13.5M | 3.07% | 488,237 | — | — | |
| ▸ 8 | MSFT | SH | $13.0M | 2.95% | 34,778 | — | — | |
| ▸ 9 | AMZN | SH | $12.8M | 2.92% | 53,908 | — | — | |
| ▸ 10 | VWO | SH | $12.5M | 2.84% | 209,105 | — | — |
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Frequently Asked Questions
What stocks does Roberts Wealth Advisors, LLC hold as of Q2 2026?
Roberts Wealth Advisors, LLC reported 111 positions worth $440.3M in its Q2 2026 13F filing. Largest positions: JPST (7.6%), JSCP (6.7%), AAPL (5.9%), GOOG (5.3%) and VB (3.5%).
What did Roberts Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Roberts Wealth Advisors, 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.