Roberts Wealth Advisors, LLC

CIK

1885319

Location

PALO ALTO, CA

Portfolio Value

Small $236,172,251

Diversification

Diversified

Filing Date

Global Rank

#3,869 / 8,605 ▲ 123 · as of Mar 2026

Top Industry

Consumer Electronics 10.1%

3Y Alpha vs SPY

-1.9%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

19 quarters · since Sep 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.0%

SPY

+76.5%

Annualised alpha

-2.7%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

71 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−0.2 pts

Top 5

27.5%

−1.4 pts

Top 10

41.6%

−1.0 pts

HHI

307

Diversified−18

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.0%	$73,262,235	21
Consumer Cyclical	12.0%	$28,452,494	6
Healthcare	11.2%	$26,397,249	10
Communication Services	8.9%	$21,040,003	7
Industrials	8.4%	$19,890,727	7
Financial Services	8.1%	$19,236,373	5
Basic Materials	4.5%	$10,736,883	2
Consumer Defensive	4.2%	$10,031,152	3
Energy	3.5%	$8,213,950	4
Real Estate	3.4%	$8,026,548	2
Utilities	3.3%	$7,809,934	2
Unclassified	1.3%	$3,074,703	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAP	Advance Auto Parts Inc	+30,878	60,858	$3,210,259
AMT	American Tower Corp /Ma/	+9,786	26,629	$4,595,632
AMZN	Amazon Com Inc	+5,215	55,397	$11,537,533
DD	DuPont de Nemours, Inc.	+4,893	40,402	$5,551,234
AAPL	Apple Inc.	+4,694	92,437	$23,459,586
NKE	NIKE, Inc.	+4,064	62,371	$3,294,436
SCHW	Schwab Charles Corp	+3,404	26,365	$2,477,782
DIS	Walt Disney Co	+3,180	54,304	$5,233,819
UNP	Union Pacific Corp	+2,622	6,221	$1,509,339
VZ	Verizon Communications Inc	+2,277	68,511	$3,439,252
MRK	Merck & Co., Inc.	+1,975	66,219	$7,965,483
CSCO	Cisco Systems, Inc.	+1,953	71,395	$5,539,538
TTWO	Take Two Interactive Software Inc	+1,746	25,827	$5,100,832
PG	PROCTER & GAMBLE Co	+1,612	29,505	$4,261,702
SNOW	Snowflake Inc.	+1,562	19,262	$2,905,094
NEE	Nextera Energy Inc	+1,486	75,063	$6,971,851
JPM	Jpmorgan Chase & Co	+1,430	24,526	$7,214,568
TW	Tradeweb Markets Inc.	+1,256	36,955	$4,348,125
ZBH	Zimmer Biomet Holdings, Inc.	+1,137	19,205	$1,736,516
DDOG	Datadog, Inc.	+1,093	15,134	$1,786,568
TT	Trane Technologies plc	+973	21,784	$9,078,264
GOOGL	Alphabet Inc.	+972	11,285	$3,245,114
CCJ	Cameco Corp	+959	39,987	$4,342,988
SPY	Spdr S&P 500 ETF Trust	+871	4,127	$2,683,953
WSM	Williams Sonoma Inc	+814	28,198	$5,141,341
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
COHR	Coherent Corp.	−10,433	35,212	$8,387,850
SE	Sea Ltd	−5,021	36,012	$2,982,153
GILD	Gilead Sciences, Inc.	−1,195	3,040	$423,684
BE	Bloom Energy Corp	−859	4,899	$663,765
ADBE	Adobe Inc.	−343	5,192	$1,262,071
GSK	GSK plc	−295	85,476	$4,717,420
AVGO	Broadcom Inc.	−233	1,673	$517,810
META	Meta Platforms, Inc.	−100	568	$324,969
PEP	Pepsico Inc	−70	1,945	$302,039
ZTS	Zoetis Inc.	−53	14,204	$1,679,054
ORCL	Oracle Corp	−30	6,636	$976,221
LRCX	Lam Research Corp	−19	1,626	$347,411
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DE	Deere & Co	1,263	$711,447
LLY	ELI LILLY & Co	680	$625,443
NFLX	Netflix Inc	5,840	$561,516
QQQ	Invesco Qqq Trust, Series 1	677	$390,750
IBM	International Business Machines Corp	1,267	$307,108
KMI	Kinder Morgan, Inc.	7,007	$234,944
GLW	Corning Inc /Ny	1,602	$217,823
JNJ	Johnson & Johnson	859	$209,973
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	29,977	$1,750,057
DHR	Danaher Corp /De/	950	$217,474
BRK-B	Berkshire Hathaway Inc	408	$205,081
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 positions · $236,172,251 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	92,437	+4,694	$23,459,586	−1.7%	9.93%
MSFT	Microsoft Corp Technology	Added	33,916	+698	$12,554,685	−21.9%	5.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	55,397	+5,215	$11,537,533	−0.4%	4.89%
TT	Trane Technologies plc Industrials	Added	21,784	+973	$9,078,264	+12.1%	3.84%
COHR	Coherent Corp. Technology	Reduced	35,212	-10,433	$8,387,850	−0.4%	3.55%
MRK	Merck & Co., Inc. Healthcare	Added	66,219	+1,975	$7,965,483	+17.8%	3.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	24,526	+1,430	$7,214,568	−3.1%	3.05%
NEE	Nextera Energy Inc Utilities	Added	75,063	+1,486	$6,971,851	+18.0%	2.95%
DD	DuPont de Nemours, Inc. Basic Materials	Added	40,402	+4,893	$5,551,234	+29.6%	2.35%
CSCO	Cisco Systems, Inc. Technology	Added	71,395	+1,953	$5,539,538	+3.6%	2.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,487	+46	$5,467,411	+16.5%	2.32%
DIS	Walt Disney Co Communication Services	Added	54,304	+3,180	$5,233,819	−10.0%	2.22%
LIN	Linde PLC Basic Materials	Added	10,460	+129	$5,185,649	+17.7%	2.20%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	28,198	+814	$5,141,341	+5.1%	2.18%
TTWO	Take Two Interactive Software Inc Communication Services	Added	25,827	+1,746	$5,100,832	−17.3%	2.16%
ROK	Rockwell Automation, Inc Industrials	Added	13,537	+587	$4,858,158	−3.6%	2.06%
V	Visa Inc. Financial Services	Added	15,775	+456	$4,767,836	−11.3%	2.02%
GSK	GSK plc Healthcare	Reduced	85,476	-295	$4,717,420	+12.2%	2.00%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	9,476	+595	$4,657,738	−9.5%	1.97%
AMT	American Tower Corp /Ma/ Real Estate	Added	26,629	+9,786	$4,595,632	+55.4%	1.95%
TW	Tradeweb Markets Inc. Financial Services	Added	36,955	+1,256	$4,348,125	+13.3%	1.84%
CCJ	Cameco Corp Energy	Added	39,987	+959	$4,342,988	+21.6%	1.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	29,505	+1,612	$4,261,702	+6.6%	1.80%
ISRG	Intuitive Surgical Inc Healthcare	Added	8,895	+481	$4,100,506	−14.0%	1.74%
VZ	Verizon Communications Inc Communication Services	Added	68,511	+2,277	$3,439,252	+27.5%	1.46%
CRM	Salesforce, Inc. Technology	Added	18,400	+619	$3,434,728	−27.1%	1.45%
VTR	Ventas, Inc. Real Estate	Added	41,953	+385	$3,430,916	+6.7%	1.45%
NKE	NIKE, Inc. Consumer Cyclical	Added	62,371	+4,064	$3,294,436	−11.3%	1.39%
GOOGL	Alphabet Inc. Communication Services	Added	11,285	+972	$3,245,114	+0.5%	1.37%
QCOM	Qualcomm Inc/De Technology	Added	25,128	+779	$3,235,983	−22.3%	1.37%
AAP	Advance Auto Parts Inc Consumer Cyclical	Added	60,858	+30,878	$3,210,259	+172.5%	1.36%
EA	Electronic Arts Inc. Communication Services	Held	15,375	0	$3,134,501	−0.2%	1.33%
SE	Sea Ltd Consumer Cyclical	Reduced	36,012	-5,021	$2,982,153	−43.0%	1.26%
SNOW	Snowflake Inc. Technology	Added	19,262	+1,562	$2,905,094	−25.2%	1.23%
SPY	Spdr S&P 500 ETF Trust	Added	4,127	+871	$2,683,953	+20.9%	1.14%
INTU	Intuit Inc. Technology	Added	5,798	+274	$2,506,939	−31.5%	1.06%
SCHW	Schwab Charles Corp Financial Services	Added	26,365	+3,404	$2,477,782	+8.0%	1.05%
RTX	RTX Corp Industrials	Added	12,825	+368	$2,473,942	+8.3%	1.05%
FANG	Diamondback Energy, Inc. Energy	Added	12,246	+425	$2,422,136	+36.3%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,953	+329	$2,286,772	+0.3%	0.97%
NVDA	Nvidia Corp Technology	Added	12,591	+720	$2,195,870	−0.8%	0.93%
Q	Qnity Electronics, Inc. Technology	Added	18,154	+521	$2,094,608	+45.5%	0.89%
DDOG	Datadog, Inc. Technology	Added	15,134	+1,093	$1,786,568	−6.4%	0.76%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Added	19,205	+1,137	$1,736,516	+6.9%	0.74%
ZTS	Zoetis Inc. Healthcare	Reduced	14,204	-53	$1,679,054	−6.4%	0.71%
UNP	Union Pacific Corp Industrials	Added	6,221	+2,622	$1,509,339	+81.3%	0.64%
ADBE	Adobe Inc. Technology	Reduced	5,192	-343	$1,262,071	−34.9%	0.53%
CVX	Chevron Corp Energy	Added	5,867	+416	$1,213,882	+46.1%	0.51%
ORCL	Oracle Corp Technology	Reduced	6,636	-30	$976,221	−24.9%	0.41%
SO	Southern Co Utilities	Added	8,683	+51	$838,083	+11.3%	0.35%