Holdings
Roberts Wealth Advisors, LLC
As of Sep 30, 2026, Roberts Wealth Advisors, LLC reported 65 positions worth US$269M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 89,755 | US$29.9M | −640 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 78,281 | US$26.7M | +1,381 | Sep 30, 2026 |
| Microsoft Corp. | 34,277 | US$17.6M | −501 | Sep 30, 2026 |
| Amazon.com, Inc. | 52,976 | US$13.2M | −932 | Sep 30, 2026 |
| Coherent Corp. | 37,526 | US$10.8M | +2,354 | Sep 30, 2026 |
| Merck & Company, Inc. | 64,453 | US$9.37M | −1,192 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 24,132 | US$7.98M | −107 | Sep 30, 2026 |
| Cisco Systems, Inc. | 61,714 | US$6.64M | +3,450 | Sep 30, 2026 |
| Williams-sonoma, Inc. | 28,929 | US$6.59M | −601 | Sep 30, 2026 |
| Thermo Fisher Scientific Inc | 9,525 | US$6.43M | −214 | Sep 30, 2026 |