Roberts Wealth Advisors
Roberts Wealth Advisors reported 108 stocks worth $445M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are JPST (7.5%), JSCP (7.0%) and AAPL (6.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to JPST, JSCP and GOOG, trimmed AAPL, MSFT and VB and sold out of XOM, ZTS and RSP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JPST J P Morgan Exchange Traded F | $33.5M | 7.5% | 666K | +7,271 (+1%) | 8 of 8 | |
| 2 |  JSCP J P Morgan Exchange Traded F | $31.1M | 7.0% | 677K | +50K (+8%) | 7 of 8 | |
| 3 |  AAPL Apple Inc | $29.9M | 6.7% | 90K | −640 (−1%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $22.8M | 5.1% | 67K | +511 (+1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $17.6M | 4.0% | 34K | −501 (−1%) | 8 of 8 | |
| 6 |  VB Vanguard Index Fds | $14.1M | 3.2% | 49K | −1,680 (−3%) | 8 of 8 | |
| 7 |  SCHF Schwab International | $13.9M | 3.1% | 505K | +17K (+3%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $13.2M | 3.0% | 53K | −932 (−2%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $12.5M | 2.8% | 211K | +1,797 (+1%) | 8 of 8 | |
| 10 |  COHR Coherent Corp | $10.8M | 2.4% | 38K | +2,354 (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Roberts Wealth Advisors 13F FAQ
What does Roberts Wealth Advisors own?
Roberts Wealth Advisors reported 108 stocks worth $445M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are JPST (7.5%), JSCP (7.0%) and AAPL (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Roberts Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 53 added to, 43 trimmed and 4 sold out. New positions include XOM. It sold all of XOM, ZTS and RSP.
When will Roberts Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Roberts Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $445M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.