13F Filings History of Roberts Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$383,195,668
Signature - Title
Aryn Sands - Agent
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by Roberts Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roberts Wealth Advisors, LLC reported 99 stock holdings with total value $383,195,668 as of Q4 2025. Top holdings included JPST, AAPL, JSCP, GOOG, and MSFT.

Notify me when Roberts Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 99 $383,195,668 +$29,519,375 -$29,613,500 -$94,125 JPST, AAPL, JSCP, GOOG, MSFT 13F-HR 12 Jan 2026, 21:30
Q3 2025 98 $376,052,670 +$17,867,678 -$10,126,468 +$7,741,210 JPST, AAPL, GOOG, MSFT, JSCP 13F-HR 20 Oct 2025, 20:58
Q2 2025 94 $347,877,170 +$13,402,678 -$15,150,679 -$1,748,001 JPST, AAPL, MSFT, GOOG, JSCP 13F-HR 22 Jul 2025, 19:56
Q1 2025 99 $324,249,013 +$19,829,088 -$11,569,757 +$8,259,331 JPST, AAPL, MSFT, VUSB, GOOG 13F-HR 21 Apr 2025, 16:02
Q4 2024 100 $329,126,690 +$33,225,955 -$15,193,617 +$18,032,338 AAPL, JPST, MSFT, GOOG, VUSB 13F-HR 16 Jan 2025, 20:51
Q3 2024 95 $309,148,080 +$16,960,793 -$6,730,290 +$10,230,503 AAPL, JPST, MSFT, GOOG, VB 13F-HR 15 Oct 2024, 15:41
Q2 2024 90 $289,996,290 +$15,679,394 -$7,663,821 +$8,015,573 AAPL, MSFT, JPST, GOOG, AMZN 13F-HR 13 Aug 2024, 14:58
Q1 2024 94 $267,495,560 +$41,153,590 $0 +$41,153,590 JPST, MSFT, GOOG, AAPL, VB 13F-HR 17 Apr 2024, 19:06
Q4 2023 55 $0 $0 $0 $0 13F-HR 17 Jan 2024, 13:07
Q3 2023 88 $227,434,460 +$10,318,532 -$7,481,258 +$2,837,274 JPST, MSFT, AAPL, GOOG, AMZN 13F-HR 17 Oct 2023, 16:54
Q2 2023 86 $227,446,070 +$5,772,064 -$9,670,850 -$3,898,786 JPST, AAPL, MSFT, GOOG, VB 13F-HR 12 Jul 2023, 15:36
Q1 2023 84 $218,018,397 +$8,849,723 -$9,620,659 -$770,936 JPST, AAPL, MSFT, GOOG, VB 13F-HR 11 Apr 2023, 13:37
Q4 2022 84 $207,209,038 +$22,559,008 -$16,659,090 +$5,899,918 JPST, AAPL, MSFT, VB, GOOG 13F-HR 10 Jan 2023, 21:23
Q3 2022 79 $202,047,000 +$20,584,380 -$29,361,491 -$8,777,111 JPST, AAPL, MSFT, VCSH, GOOG 13F-HR 13 Oct 2022, 16:45
Q2 2022 84 $228,173,000 +$23,035,997 -$10,013,142 +$13,022,855 SPTS, JPST, AAPL, MSFT, GOOG 13F-HR 11 Jul 2022, 16:22
Q1 2022 91 $255,224,000 +$10,354,221 -$14,153,148 -$3,798,927 JPST, AAPL, MSFT, GOOG, AMZN 13F-HR 11 Apr 2022, 19:59
Q4 2021 95 $277,587,000 +$12,318,204 -$4,832,060 +$7,486,144 JPST, AAPL, MSFT, GOOG, AMZN 13F-HR 11 Jan 2022, 19:18
Q3 2021 91 $252,694,000 $0 $0 $0 JPST, AAPL, GOOG, MSFT, SPTS 13F-HR 12 Oct 2021, 11:10