Roberts Wealth Advisors, LLC - Q42025 Holdings

Roberts Wealth Advisors, LLC holds 99 stocks with a total portfolio value of $ 383.2M as of Q42025. In Q42025, Roberts Wealth Advisors, LLC added 6 new positions, increased stakes in 36 stocks, reduced 51 holdings, and fully exited 5 positions. The largest holding is J P Morgan Exchange Traded F (JPST), representing 7.69% of the total portfolio.