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Portfolio (Quarterly) Guide ↗

Roberts Wealth Advisors, LLC

· CIK 0001885319
13F Portfolio $383M AUM 99 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLRE SELECT SECTOR SPDR TR 11,226.0 $453K 0.12% NEW $40.35 +11.2%
82 WFC WELLS FARGO CO NEW Financial Services 4,756.0 $443K 0.12% NEW $93.20 -19.3%
83 META META PLATFORMS INC Communication Services 668.0 $441K 0.12% NEW $660.09 -7.1%
84 PWRD TCW ETF TRUST 4,544.0 $437K 0.11% NEW $96.16 +17.9%
85 ADI ANALOG DEVICES INC Technology 1,577.0 $428K 0.11% NEW $271.20 +51.9%
86 QLYS QUALYS INC Technology 3,200.0 $425K 0.11% NEW $132.90 -25.5%
87 DFCA DIMENSIONAL ETF TRUST 8,437.0 $423K 0.11% NEW $50.08 -0.3%
88 VOOG VANGUARD ADMIRAL FDS INC 847.0 $376K 0.10% NEW $444.50 -81.4%
89 UBER UBER TECHNOLOGIES INC Technology 4,335.0 $354K 0.09% NEW $81.71 -13.9%
90 RSP INVESCO EXCHANGE TRADED FD T 1,587.0 $304K 0.08% NEW $191.56 +8.5%
91 ABBV ABBVIE INC Healthcare 1,287.0 $294K 0.08% NEW $228.49 -5.8%
92 VPU VANGUARD WORLD FD 1,581.0 $292K 0.08% NEW $185.00 +5.7%
93 PEP PEPSICO INC Consumer Defensive 2,015.0 $289K 0.07% NEW $143.52 +3.4%
94 LRCX LAM RESEARCH CORP Technology 1,645.0 $282K 0.07% NEW $171.18 +85.5%
95 SHY ISHARES TR 3,081.0 $255K 0.07% NEW $82.82 -0.7%
96 XLB SELECT SECTOR SPDR TR 5,239.0 $238K 0.06% NEW $45.35 +13.1%
97 DHR DANAHER CORPORATION Healthcare 950.0 $217K 0.06% NEW $228.92 -24.6%
98 VANGUARD CALIF TAX FREE FDS 2,053.0 $206K 0.05% NEW $100.26
99 BERKSHIRE HATHAWAY INC DEL 408.0 $205K 0.05% NEW $502.65
Page 5 of 5  ·  99 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 32.4%
Communication Services 16.5%
Consumer Cyclical 11.3%
Healthcare 9.9%
Financial Services 9.1%
Industrials 6.8%
Consumer Defensive 3.5%
Energy 3.4%
Utilities 2.6%
Real Estate 2.4%