Roberts Wealth Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $261 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $16.8M, Microsoft Corp with a value of $15.9M, Alphabet Inc. with a value of $12.5M, Apple Inc. with a value of $11.3M, and Vanguard Small Cap ETF with a value of $10.9M.

Examining the 13F form we can see an decrease of $382M in the current position value, from $643M to 261M.

Below you can find more details about Roberts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $261 Million
ETFs: $78 Million
Technology: $54.3 Million
Communication Services: $30.3 Million
Consumer Cyclical: $20.5 Million
Healthcare: $18.4 Million
Financial Services: $17.3 Million
Industrials: $12.4 Million
Consumer Defensive: $10.5 Million
Other: $19.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 94
  • Current Value $261 Million
  • Prior Value $643 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 39 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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