Roberts Financial Services LLC
All 13F Filings
- Location
- Marquette, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 318,526
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 30 | 318,526 | 13F-HR | Roberts Financial Services LLC |
| Q3 2025 | 10/28/2025 | 30 | 309,626 | 13F-HR | Roberts Financial LLC |
| Q2 2025 | 8/8/2025 | 30 | 289,974 | 13F-HR | ERTS Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 246.3 K | 77.3% | 7.342 K | 0 | 7.342 K |
| ETFs | 28.98 K | 9.1% | 388 | 0 | 388 |
| Other | 43.23 K | 13.6% | 1.169 K | 0 | 1.169 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
318,526
Holdings
30
QoQ value change ($000)
8,900
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.