Roberts Financial Services LLC
All 13F Filings
- Location
- Marquette, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 314,465
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 31 | 314,465 | 13F-HR | Roberts Financial Services LLC |
| 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 | 1.72 K | 0.5% | 0 | 244.6 K | -244.6 K |
| ETFs | 312.7 K | 99.5% | 283.8 K | 0 | 283.8 K |
| Other | 0 | 0.0% | 0 | 43.23 K | -43.23 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
314,465
Holdings
31
QoQ value change ($000)
-4,061
(-1.3%)
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.