Roberts Wealth Advisors, LLC

Position in SNOW — Snowflake Inc.

CIK 1885319 PALO ALTO, CA

Position in SNOW

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

Position Value

$4,607,213

+$1,702,119 QoQ

Shares Held

18,103

-6.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#476

of 1,453 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $15,071,305 across 6 Software - Application names. SNOW ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc. This page	18,103	$4,607,213
2	DDOG	Datadog, Inc.	15,629	$4,069,166
3	CRM	Salesforce, Inc.	18,452	$2,890,690
4	INTU	Intuit Inc.	8,381	$2,187,441
5	ADBE	Adobe Inc.	4,897	$1,003,982
6	UBER	Uber Technologies, Inc	4,335	$312,813

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,607,213	18,103	-6.0%	Shares	Sole	2026-07-30
2026-03-31	$2,905,094	19,262	+8.8%	Shares	Sole	2026-04-08
2025-12-31	$3,882,672	17,700	+1375.0%	Shares	Sole	2026-01-13
2025-09-30	$270,660	1,200	0.0%	Shares	Sole	2025-10-21
2025-06-30	$268,524	1,200	-40.0%	Shares	Sole	2025-07-23
2025-03-31	$292,320	2,000	-20.0%	Shares	Sole	2025-04-21
2024-12-31	$386,025	2,500	0.0%	Shares	Sole	2025-01-17
2024-09-30	$287,150	2,500	0.0%	Shares	Sole	2024-10-15
2024-06-30	$337,725	2,500	0.0%	Shares	Sole	2024-08-13
2024-03-31	$404,000	2,500	-38.2%	Shares	Sole	2024-04-18
2023-09-30	$618,107	4,046	0.0%	Shares	Sole	2023-10-17
2023-06-30	$712,015	4,046	0.0%	Shares	Sole	2023-07-12
2023-03-31	$624,257	4,046	0.0%	Shares	Sole	2023-04-11
2022-12-31	$580,762	4,046	0.0%	Shares	Sole	2023-01-11
2022-09-30	$687,658	4,046	0.0%	Shares	Sole	2022-10-13
2022-06-30	$562,636	4,046	0.0%	Shares	Sole	2022-07-11
2022-03-31	$927,059	4,046	0.0%	Shares	Sole	2022-04-12
2021-12-31	$1,370,582	4,046	0.0%	Shares	Sole	2022-01-12
2021-09-30	$1,223,631	4,046	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.