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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PYPL	PAYPAL HLDGS INC	Financial Services	29,977	$1.8M	0.46%	SOLD
2	DHR	DANAHER CORPORATION	Healthcare	950	$217K	0.06%	SOLD
3	—	BERKSHIRE HATHAWAY INC DEL	—	408	$205K	0.05%	SOLD

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%