Roberts Wealth Advisors, LLC
All 13F Filings
- Location
- Palo Alto, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 440,262
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 111 | 440,262 | 13F-HR | Roberts Wealth Advisors, LLC |
| Q1 2026 | 4/7/2026 | 110 | 393,913 | 13F-HR | Roberts Wealth Advisors, LLC |
| Q4 2025 | 1/13/2026 | 99 | 383,196 | 13F-HR | Roberts Wealth Advisors, LLC |
| Q3 2025 | 10/21/2025 | 98 | 376,053 | 13F-HR | Roberts Wealth Advisors, LLC |
| Q2 2025 | 7/23/2025 | 94 | 347,877 | 13F-HR | Roberts Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 288.4 K | 65.5% | 34.89 K | 0 | 34.89 K |
| ETFs | 151.8 K | 34.5% | 11.45 K | 0 | 11.45 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
440,262
Holdings
111
QoQ value change ($000)
46,349
(11.8%)
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.