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Portfolio (Quarterly) Guide ↗

Roberts Wealth Advisors, LLC

· CIK 0001885319
13F Portfolio $394M AUM 110 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 70 Added 15 Reduced 3 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHA SCHWAB STRATEGIC TR 36,897.0 $1.1M 0.27% +4K +12.1% $29.08 +16.9%
62 SO SOUTHERN CO Utilities 8,683.0 $838K 0.21% +51.0 +0.6% $96.52 -2.5%
63 XLE SELECT SECTOR SPDR TR 13,162.0 $806K 0.20% +188.0 +1.4% $61.26 -6.5%
64 XLRE SELECT SECTOR SPDR TR 11,493.0 $469K 0.12% +267.0 +2.4% $40.83 +9.6%
65 WFC WELLS FARGO & CO Financial Services 5,377.0 $428K 0.11% +621.0 +13.1% $79.61 -4.9%
66 DFCA DIMENSIONAL ETF TRUST 8,549.0 $426K 0.11% +112.0 +1.3% $49.85 +0.1%
67 VANGUARD CALIF TAX FREE FDS 4,114.0 $408K 0.10% +2K +100.4% $99.08
68 VPU VANGUARD WORLD FD 1,668.0 $330K 0.08% +87.0 +5.5% $198.10 -1.2%
69 XLB SELECT SECTOR SPDR TR 5,641.0 $282K 0.07% +402.0 +7.7% $49.97 +2.6%
70 ABBV ABBVIE INC Healthcare 1,294.0 $281K 0.07% +7.0 +0.5% $217.49 -0.9%
Page 4 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Communication Services 15.7%
Consumer Cyclical 11.1%
Healthcare 10.3%
Financial Services 8.7%
Industrials 7.8%
Energy 4.6%
Consumer Defensive 3.9%
Real Estate 3.1%
Utilities 3.0%