Roberts Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Palo Alto, CA
CIK
0001885319
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 95 309,148 AAPL, JPST, MSFT, GOOG 13F-HR 10/15/2024 000175496024000496
Q2 2024 90 293,024 AAPL, MSFT, JPST, GOOG 13F-HR 8/13/2024 000175496024000433
Q1 2024 94 267,574 JPST, MSFT, GOOG, AAPL 13F-HR 4/17/2024 000175496024000155
Q4 2023 55 642 JPST, MSFT, AAPL, GOOG 13F-HR 1/17/2024 000175496024000030
Q3 2023 88 227,434 JPST, MSFT, AAPL, GOOG 13F-HR 10/17/2023 000175496023000284
Q2 2023 86 227,446 JPST, AAPL, MSFT, GOOG 13F-HR 7/12/2023 000175496023000177
Q1 2023 84 218,018 JPST, AAPL, MSFT, GOOG 13F-HR 4/11/2023 000175496023000086
Q4 2022 84 207,209 JPST, AAPL, MSFT, VB 13F-HR 1/10/2023 000175496023000003
Q3 2022 79 203,368 JPST, AAPL, MSFT, VCSH 13F-HR 10/13/2022 000175496022000248
Q2 2022 84 229,478 SPTS, JPST, AAPL, MSFT 13F-HR 7/11/2022 000175496022000172
Q1 2022 91 255,224 JPST, AAPL, MSFT, GOOG 13F-HR 4/11/2022 000175496022000078
Q4 2021 95 277,587 JPST, AAPL, MSFT, GOOG 13F-HR 1/11/2022 000175496022000002
Q3 2021 91 252,694 JPST, AAPL, GOOG, MSFT 13F-HR 10/12/2021 000175496021000166