Roberts Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1885319 PALO ALTO, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$12,972,889

+$418,204 QoQ

Shares Held

34,778

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.85%

of 13F equity value

Holder Rank

#2,148

of 6,189 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $20,416,139 across 6 Software - Infrastructure names. MSFT ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	34,778	$12,972,889
2	CRWD	CrowdStrike Holdings, Inc.	18,520	$3,533,338
3	SNPS	Synopsys Inc	4,955	$2,210,276
4	ORCL	Oracle Corp	6,499	$952,428
5	QLYS	Qualys, Inc.	3,200	$439,968
6	FTNT	Fortinet, Inc.	2,000	$307,240

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,972,889	34,778	+2.5%	Shares	Sole	2026-07-30
2026-03-31	$12,554,685	33,916	+2.1%	Shares	Sole	2026-04-08
2025-12-31	$16,064,889	33,218	-9.6%	Shares	Sole	2026-01-13
2025-09-30	$19,037,770	36,756	-3.0%	Shares	Sole	2025-10-21
2025-06-30	$18,842,388	37,881	-1.6%	Shares	Sole	2025-07-23
2025-03-31	$14,456,268	38,510	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$16,221,006	38,484	+0.2%	Shares	Sole	2025-01-17
2024-09-30	$16,521,368	38,395	+1.4%	Shares	Sole	2024-10-15
2024-06-30	$16,925,102	37,868	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$15,858,619	37,694	+0.4%	Shares	Sole	2024-04-18
2023-12-31	$43,317	37,540	-1.0%	Shares	Sole	2024-01-17
2023-09-30	$11,974,503	37,924	+0.6%	Shares	Sole	2023-10-17
2023-06-30	$12,836,995	37,696	-5.6%	Shares	Sole	2023-07-12
2023-03-31	$11,516,720	39,947	+1.1%	Shares	Sole	2023-04-11
2022-12-31	$9,472,890	39,500	+3.3%	Shares	Sole	2023-01-11
2022-09-30	$8,909,822	38,256	+2.5%	Shares	Sole	2022-10-13
2022-06-30	$9,584,125	37,317	+2.0%	Shares	Sole	2022-07-11
2022-03-31	$11,284,454	36,601	-0.4%	Shares	Sole	2022-04-12
2021-12-31	$12,363,459	36,761	-0.7%	Shares	Sole	2022-01-12
2021-09-30	$10,439,497	37,030	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.