StockDriftsStockDriftsTop 50 Roberts Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 7.57% | 658.7K | $33.3M | +3.33%(+21.21K) | $50.64(-0.27%) | 2026-06-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 6.71% | 626.2K | $29.5M | +6.61%(+38.85K) | $47.33(-0.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.94% | 90.4K | $26.2M | -2.21%(-2.04K) | $161.70(+88.86%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.32% | 66.3K | $23.4M | -1.55%(-1.04K) | $131.47(+160.63%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.52% | 51.1K | $15.5M | -0.24%(-123) | $222.28(+38.77%) | 2026-06-30 | |
| COHR | COHERENT CORP | 3.15% | 35.2K | $13.9M | -0.11%(-40) | $64.86(+441.50%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.07% | 488.2K | $13.5M | +2.02%(+9.68K) | $18.79(+52.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.95% | 34.8K | $13.0M | +2.54%(+862) | $283.79(+71.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.92% | 53.9K | $12.8M | -2.69%(-1.49K) | $171.33(+53.24%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.84% | 209.1K | $12.5M | +4.71%(+9.41K) | $48.98(+23.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.44% | +53.84% | — | — | +38.81% |
| Top 20 Holdings Unweighted | +15.06% | +52.34% | — | — | +30.94% |
Roberts Wealth Advisors, LLC reports $440.26M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are JPST (7.6%), JSCP (6.7%) and AAPL (5.9%). The top 20 holdings account for 61.5% of reported assets. Its disclosed equity book has returned +53.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roberts Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1885319). View Roberts Wealth Advisors, LLC’s 13F filings on SEC