Sponsored

The Analysis of Roberts Wealth Advisors, LLC's Holdings & P&L

Currently, Roberts Wealth Advisors, LLC holds 110 types of securities in its portfolio with a total value $393.9M. In the most recent quarter, they have increased their positions in JSCP (+90.2K shares, valued at $4.3M), JPST (+55.3K shares, valued at $2.8M), AMT (+9.8K shares, valued at $1.7M); decreased their positions in N/A (-10.4K shares, valued at $2.5M), VUSB (-44.1K shares, valued at $2.2M), SE (-5.0K shares, valued at $415.8K); initiated new positions in DE (+1.3K shares, valued at $711.4K), LLY (+680 shares, valued at $625.7K), NFLX (+5.8K shares, valued at $561.5K).

1M P&L

+12.7M+3.57%

3M P&L

+10.7M+2.97%

HY P&L

+15.7M+4.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A139.8M

41.2%

2Consumer Electronics23.5M

6.9%

3Software - Infrastructure15.6M

4.6%

Top Industries by Stock Count

1N/A37 stocks

37.8%

2Software - Application6 stocks

6.1%

3Drug Manufacturers - General4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F637.5K shares9.49%2026-03-312026-04-08

JSCP J P MORGAN EXCHANGE TRADED F587.4K shares18.15%2026-03-312026-04-08

AAPL APPLE INC92.4K shares5.35%2026-03-312026-04-08

ALPHABET INC ALPHABET INC67.3K shares1.41%2026-03-312026-04-08

VB VANGUARD INDEX FDS51.2K shares4.10%2026-03-312026-04-08

MSFT MICROSOFT CORP33.9K shares2.10%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR478.6K shares7.77%2026-03-312026-04-08

AMZN AMAZON COM INC55.4K shares10.39%2026-03-312026-04-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F199.7K shares11.05%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS141.9K shares-1.07%2026-03-312026-04-08

TT TRANE TECHNOLOGIES PLC21.8K shares4.68%2026-03-312026-04-08

COHERENT CORP COHERENT CORP35.2K shares-22.86%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC66.2K shares3.07%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO24.5K shares6.19%2026-03-312026-04-08

NEE NEXTERA ENERGY INC75.1K shares2.02%2026-03-312026-04-08

CSCO CISCO SYS INC71.4K shares2.81%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION5.5K shares0.85%2026-03-312026-04-08

DIS DISNEY WALT CO54.3K shares6.22%2026-03-312026-04-08

LINDE PLC LINDE PLC10.5K shares1.25%2026-03-312026-04-08

WSM WILLIAMS SONOMA INC28.2K shares2.97%2026-03-312026-04-08

TTWO TAKE-TWO INTERACTIVE SOFTWAR25.8K shares7.25%2026-03-312026-04-08

ROK ROCKWELL AUTOMATION INC13.5K shares4.53%2026-03-312026-04-08

V VISA INC15.8K shares2.98%2026-03-312026-04-08

GSK PLC GSK PLC85.5K shares-0.34%2026-03-312026-04-08

Sponsored

TMO THERMO FISHER SCIENTIFIC INC9.5K shares6.70%2026-03-312026-04-08

AMT AMERICAN TOWER CORP26.6K shares58.10%2026-03-312026-04-08

TW TRADEWEB MKTS INC37.0K shares3.52%2026-03-312026-04-08

CCJ CAMECO CORP40.0K shares2.46%2026-03-312026-04-08

PG PROCTER & GAMBLE CO29.5K shares5.78%2026-03-312026-04-08

ISRG INTUITIVE SURGICAL INC8.9K shares5.72%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR26.4K shares6.73%2026-03-312026-04-08

XOM EXXON MOBIL CORP20.6K shares2.09%2026-03-312026-04-08

Sponsored

VZ VERIZON COMMUNICATIONS INC68.5K shares3.44%2026-03-312026-04-08

CRM SALESFORCE INC18.4K shares3.48%2026-03-312026-04-08

VTR VENTAS INC42.0K shares0.93%2026-03-312026-04-08

NKE NIKE INC62.4K shares6.97%2026-03-312026-04-08

ALPHABET INC ALPHABET INC11.3K shares9.42%2026-03-312026-04-08

QCOM QUALCOMM INC25.1K shares3.20%2026-03-312026-04-08

AAP ADVANCE AUTO PARTS INC60.9K shares103.00%2026-03-312026-04-08

EA ELECTRONIC ARTS INC15.4K shares0.00%2026-03-312026-04-08

Sponsored

SE SEA LTD36.0K shares-12.24%2026-03-312026-04-08

INDA ISHARES TR63.1K shares5.18%2026-03-312026-04-08

SNOW SNOWFLAKE INC19.3K shares8.82%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T4.1K shares26.75%2026-03-312026-04-08

SPTS SPDR SERIES TRUST89.7K shares14.42%2026-03-312026-04-08

INTU INTUIT5.8K shares4.96%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP26.4K shares14.83%2026-03-312026-04-08

RTX RTX CORPORATION12.8K shares2.95%2026-03-312026-04-08

Sponsored

IJR ISHARES TR19.6K shares10.32%2026-03-312026-04-08

FANG DIAMONDBACK ENERGY INC12.2K shares3.60%2026-03-312026-04-08

HD HOME DEPOT INC7.0K shares4.97%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR69.1K shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION12.6K shares6.07%2026-03-312026-04-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC18.2K shares2.95%2026-03-312026-04-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC40.4K shares13.78%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS36.3K shares-54.85%2026-03-312026-04-08

Sponsored

DDOG DATADOG INC15.1K shares7.78%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC4.5K shares8.27%2026-03-312026-04-08

ZBH ZIMMER BIOMET HOLDINGS INC19.2K shares6.29%2026-03-312026-04-08

ZTS ZOETIS INC14.2K shares-0.37%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR14.4K shares3.10%2026-03-312026-04-08

UNP UNION PAC CORP6.2K shares72.85%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR29.6K shares5.77%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR12.4K shares11.26%2026-03-312026-04-08

Sponsored

XLI SELECT SECTOR SPDR TR8.3K shares3.55%2026-03-312026-04-08

IVV ISHARES TR2.0K shares11.87%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR9.0K shares2.52%2026-03-312026-04-08

ADBE ADOBE INC5.2K shares-6.20%2026-03-312026-04-08

CVX CHEVRON CORPORATION5.9K shares7.63%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR36.9K shares12.10%2026-03-312026-04-08

ORCL ORACLE CORP6.6K shares-0.45%2026-03-312026-04-08

SO SOUTHERN CO8.7K shares0.59%2026-03-312026-04-08

Sponsored

XLE SELECT SECTOR SPDR TR13.2K shares1.45%2026-03-312026-04-08

DE DEERE & CO1.3K sharesnew addition2026-03-312026-04-08

BE BLOOM ENERGY CORP4.9K shares-14.92%2026-03-312026-04-08

LLY ELI LILLY & CO680 sharesnew addition2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR7.5K shares-0.69%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP2.1K shares0.05%2026-03-312026-04-08

NFLX NETFLIX INC.5.8K sharesnew addition2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR21.4K sharesnew addition2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC1.7K shares-12.22%2026-03-312026-04-08

ADI ANALOG DEVICES INC1.6K shares0.13%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR11.5K shares2.38%2026-03-312026-04-08

VOOV VANGUARD ADMIRAL FDS INC2.2K shares-0.90%2026-03-312026-04-08

PWRD TCW ETF TRUST4.5K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO & CO5.4K shares13.06%2026-03-312026-04-08

DFCA DIMENSIONAL ETF TRUST8.5K shares1.33%2026-03-312026-04-08

GILD GILEAD SCIENCES INC3.0K shares-28.22%2026-03-312026-04-08

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS4.1K shares100.39%2026-03-312026-04-08

IEFA ISHARES TR4.4K sharesnew addition2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR677 sharesnew addition2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP1.6K shares-1.16%2026-03-312026-04-08

IJH ISHARES TR5.1K sharesnew addition2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR10.8K sharesnew addition2026-03-312026-04-08

VPU VANGUARD WORLD FD1.7K shares5.50%2026-03-312026-04-08

VOOG VANGUARD ADMIRAL FDS INC810 shares-4.37%2026-03-312026-04-08

Sponsored

META META PLATFORMS INC568 shares-14.97%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC4.3K shares0.00%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS1.3K sharesnew addition2026-03-312026-04-08

PEP PEPSICO INC1.9K shares-3.47%2026-03-312026-04-08

XLB SELECT SECTOR SPDR TR5.6K shares7.67%2026-03-312026-04-08

ABBV ABBVIE INC1.3K shares0.54%2026-03-312026-04-08

QLYS QUALYS INC3.2K shares0.00%2026-03-312026-04-08

SHY ISHARES TR3.1K shares0.00%2026-03-312026-04-08

Sponsored

KMI KINDER MORGAN INC DEL7.0K sharesnew addition2026-03-312026-04-08

JMUB J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2026-03-312026-04-08

GLW CORNING INC1.6K sharesnew addition2026-03-312026-04-08

JNJ JOHNSON & JOHNSON859 sharesnew addition2026-03-312026-04-08

FLXR TCW ETF TRUST5.3K sharesnew addition2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares-33.27%2026-03-312026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

9.49%

Shares637.5K

Event2026-03-31

Filed2026-04-08

JSCP

J P MORGAN EXCHANGE TRADED F

18.15%

Shares587.4K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

5.35%

Shares92.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

1.41%

Shares67.3K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

4.10%

Shares51.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

2.10%

Shares33.9K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

7.77%

Shares478.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

10.39%

Shares55.4K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

11.05%

Shares199.7K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-1.07%

Shares141.9K

Event2026-03-31

Filed2026-04-08

TRANE TECHNOLOGIES PLC

4.68%

Shares21.8K

Event2026-03-31

Filed2026-04-08

COHERENT CORP

-22.86%

Shares35.2K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

3.07%

Shares66.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

6.19%

Shares24.5K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

2.02%

Shares75.1K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

2.81%

Shares71.4K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.85%

Shares5.5K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

6.22%

Shares54.3K

Event2026-03-31

Filed2026-04-08

LINDE PLC

1.25%

Shares10.5K

Event2026-03-31

Filed2026-04-08

WSM

WILLIAMS SONOMA INC

2.97%

Shares28.2K

Event2026-03-31

Filed2026-04-08

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

7.25%

Shares25.8K

Event2026-03-31

Filed2026-04-08

ROK

ROCKWELL AUTOMATION INC

4.53%

Shares13.5K

Event2026-03-31

Filed2026-04-08

VISA INC

2.98%

Shares15.8K

Event2026-03-31

Filed2026-04-08

GSK PLC

-0.34%

Shares85.5K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

6.70%

Shares9.5K

Event2026-03-31

Filed2026-04-08

AMT

AMERICAN TOWER CORP

58.10%

Shares26.6K

Event2026-03-31

Filed2026-04-08

TRADEWEB MKTS INC

3.52%

Shares37.0K

Event2026-03-31

Filed2026-04-08

CCJ

CAMECO CORP

2.46%

Shares40.0K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

5.78%

Shares29.5K

Event2026-03-31

Filed2026-04-08

ISRG

INTUITIVE SURGICAL INC

5.72%

Shares8.9K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

6.73%

Shares26.4K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

2.09%

Shares20.6K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

3.44%

Shares68.5K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

3.48%

Shares18.4K

Event2026-03-31

Filed2026-04-08

VTR

VENTAS INC

0.93%

Shares42.0K

Event2026-03-31

Filed2026-04-08

NKE

NIKE INC

6.97%

Shares62.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

9.42%

Shares11.3K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

3.20%

Shares25.1K

Event2026-03-31

Filed2026-04-08

AAP

ADVANCE AUTO PARTS INC

103.00%

Shares60.9K

Event2026-03-31

Filed2026-04-08

ELECTRONIC ARTS INC

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-08

SEA LTD

-12.24%

Shares36.0K

Event2026-03-31

Filed2026-04-08

INDA

ISHARES TR

5.18%

Shares63.1K

Event2026-03-31

Filed2026-04-08

SNOW

SNOWFLAKE INC

8.82%

Shares19.3K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

26.75%

Shares4.1K

Event2026-03-31

Filed2026-04-08

SPTS

SPDR SERIES TRUST

14.42%

Shares89.7K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

4.96%

Shares5.8K

Event2026-03-31

Filed2026-04-08

SCHW

SCHWAB CHARLES CORP

14.83%

Shares26.4K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

2.95%

Shares12.8K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

10.32%

Shares19.6K

Event2026-03-31

Filed2026-04-08

FANG

DIAMONDBACK ENERGY INC

3.60%

Shares12.2K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

4.97%

Shares7.0K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares69.1K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

6.07%

Shares12.6K

Event2026-03-31

Filed2026-04-08

QNITY ELECTRONICS INC

2.95%

Shares18.2K

Event2026-03-31

Filed2026-04-08

DUPONT DE NEMOURS INC

13.78%

Shares40.4K

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

-54.85%

Shares36.3K

Event2026-03-31

Filed2026-04-08

DDOG

DATADOG INC

7.78%

Shares15.1K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

8.27%

Shares4.5K

Event2026-03-31

Filed2026-04-08

ZBH

ZIMMER BIOMET HOLDINGS INC

6.29%

Shares19.2K

Event2026-03-31

Filed2026-04-08

ZTS

ZOETIS INC

-0.37%

Shares14.2K

Event2026-03-31

Filed2026-04-08

XLC

SELECT SECTOR SPDR TR

3.10%

Shares14.4K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

72.85%

Shares6.2K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

5.77%

Shares29.6K

Event2026-03-31

Filed2026-04-08

XLY

SELECT SECTOR SPDR TR

11.26%

Shares12.4K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

3.55%

Shares8.3K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

11.87%

Shares2.0K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

2.52%

Shares9.0K

Event2026-03-31

Filed2026-04-08

ADBE

ADOBE INC

-6.20%

Shares5.2K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

7.63%

Shares5.9K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

12.10%

Shares36.9K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

-0.45%

Shares6.6K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.59%

Shares8.7K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

1.45%

Shares13.2K

Event2026-03-31

Filed2026-04-08

DEERE & CO

New

Shares1.3K

Event2026-03-31

Filed2026-04-08

BLOOM ENERGY CORP

-14.92%

Shares4.9K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

New

Shares680

Event2026-03-31

Filed2026-04-08

XLP

SELECT SECTOR SPDR TR

-0.69%

Shares7.5K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

New

Shares5.8K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

New

Shares21.4K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-12.22%

Shares1.7K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-08

XLRE

SELECT SECTOR SPDR TR

2.38%

Shares11.5K

Event2026-03-31

Filed2026-04-08

VOOV

VANGUARD ADMIRAL FDS INC

-0.90%

Shares2.2K

Event2026-03-31

Filed2026-04-08

PWRD

TCW ETF TRUST

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

13.06%

Shares5.4K

Event2026-03-31

Filed2026-04-08

DFCA

DIMENSIONAL ETF TRUST

1.33%

Shares8.5K

Event2026-03-31

Filed2026-04-08

GILD

GILEAD SCIENCES INC

-28.22%

Shares3.0K

Event2026-03-31

Filed2026-04-08

VTEC

VANGUARD CALIF TAX FREE FDS

100.39%

Shares4.1K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

New

Shares677

Event2026-03-31

Filed2026-04-08

LAM RESEARCH CORP

-1.16%

Shares1.6K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-08

VPU

VANGUARD WORLD FD

5.50%

Shares1.7K

Event2026-03-31

Filed2026-04-08

VOOG

VANGUARD ADMIRAL FDS INC

-4.37%

Shares810

Event2026-03-31

Filed2026-04-08