Roberts Wealth Advisors, LLC

Business address
855 El Camino Real, #311 Building 5, Palo Alto, CA, 94301
Top securities (13F)
JPST, AAPL, GOOG, MSFT, JSCP, VB, AMZN, VWO, SCHF, TT, VEA, JPM, VUSB, TTWO, DIS, NEE, V, MRK, AMT, and CSCO
State of incorporation
CA
Fiscal year end
21 December
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Roberts Wealth Advisors, LLC has filed 19 SEC EDGAR filings since 12 Oct 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-21375
N-PX Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-21375
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-21375
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-21375
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-21375
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-21375
N-PX Open Document Open Filing 22 Aug 2024 30 Jun 2024 028-21375
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-21375
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-21375
13F-HR Open Document Open Filing 17 Jan 2024 31 Dec 2023 028-21375
13F-HR Open Document Open Filing 17 Oct 2023 30 Sep 2023 028-21375
13F-HR Open Document Open Filing 12 Jul 2023 30 Jun 2023 028-21375
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-21375
13F-HR Open Document Open Filing 11 Jan 2023 31 Dec 2022 028-21375
13F-HR Open Document Open Filing 13 Oct 2022 30 Sep 2022 028-21375
13F-HR Open Document Open Filing 11 Jul 2022 30 Jun 2022 028-21375
13F-HR Open Document Open Filing 12 Apr 2022 31 Mar 2022 028-21375
13F-HR Open Document Open Filing 12 Jan 2022 31 Dec 2021 028-21375
13F-HR Open Document Open Filing 12 Oct 2021 30 Sep 2021 028-21375