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Roberts Wealth Advisors, LLCGrowthConcentrated trader

CIK: 0001885319 | PALO ALTO, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR108$445.4M2026-10-14SEC ↗
Q2 2026
13F-HR111$440.3M2026-07-30SEC ↗
Q1 2026
13F-HR110$393.9M2026-04-08SEC ↗
Q4 2025
13F-HR99$383.2M2026-01-13SEC ↗
Q3 2025
13F-HR98$376.1M2025-10-21SEC ↗
Q2 2025
13F-HR94$347.9M2025-07-23SEC ↗
Q1 2025
13F-HR99$324.2M2025-04-21SEC ↗
Q4 2024
13F-HR100$329.1M2025-01-17SEC ↗
Q3 2024
13F-HR95$309.1M2024-10-15SEC ↗
Q2 2024
13F-HR90$293.0M2024-08-13SEC ↗
Q1 2024
13F-HR94$267.6M2024-04-18SEC ↗
Q4 2023
13F-HR55$642.8K2024-01-17SEC ↗
Q3 2023
13F-HR88$227.4M2023-10-17SEC ↗
Q2 2023
13F-HR86$227.4M2023-07-12SEC ↗
Q1 2023
13F-HR84$218.0M2023-04-11SEC ↗
Q4 2022
13F-HR84$207.2M2023-01-11SEC ↗
Q3 2022
13F-HR79$203.4K2022-10-13SEC ↗
Q2 2022
13F-HR84$1.5M2022-07-11SEC ↗
Q1 2022
13F-HR91$12.3M2022-04-12SEC ↗
Q4 2021
13F-HR95$12.4M2022-01-12SEC ↗
Q3 2021
13F-HR91$12.3M2021-10-12SEC ↗