Roberts Wealth Advisors, LLC

data from 31/12/2025

Capitalization

$ 383.196 M 1.90 %

Average holding period

13 ans

Performance

$ 73.696 M 24.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Roberts Wealth Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 J P MORGAN EXCHANGE TRADED F 7.69% 29.455 M $ 582233 2021/09/30 -68.792 K $ -0.28 %
2025/12/31 APPLE INC 6.23% 23.854 M $ 87743 2021/09/30 1.575 M $ 6.77 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 6.17% 23.642 M $ 497126 2025/03/31 -18.586 K $ -0.11 %
2025/12/31 ALPHABET INC 5.44% 20.836 M $ 66400 2021/09/30 5.726 M $ 28.84 %
2025/12/31 MICROSOFT CORP 4.19% 16.065 M $ 33218 2021/09/30 -1.262 M $ -6.63 %
2025/12/31 VANGUARD INDEX FDS 3.31% 12.691 M $ 49198 2021/09/30 177.470 K $ 1.44 %
2025/12/31 AMAZON COM INC 3.02% 11.583 M $ 50182 2021/09/30 608.422 K $ 5.12 %
2025/12/31 SCHWAB STRATEGIC TR 2.79% 10.675 M $ 444053 2021/09/30 306.470 K $ 3.26 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 2.52% 9.667 M $ 179827 2021/09/30 -73.388 K $ -0.78 %
2025/12/31 VANGUARD TAX-MANAGED FDS 2.34% 8.963 M $ 143482 2021/09/30 386.146 K $ 4.26 %
2025/12/31 COHERENT CORP 2.20% 8.425 M $ 45645 2024/03/31 3.594 M $ 71.34 %
2025/12/31 TRANE TECHNOLOGIES PLC 2.11% 8.100 M $ 20811 2021/09/30 -725.863 K $ -7.76 %
2025/12/31 JPMORGAN CHASE & CO. 1.94% 7.442 M $ 23096 2021/09/30 166.225 K $ 2.15 %
2025/12/31 MERCK & CO INC 1.76% 6.762 M $ 64244 2021/09/30 1.385 M $ 25.41 %
2025/12/31 TAKE-TWO INTERACTIVE SOFTWAR 1.61% 6.165 M $ 24081 2022/03/31 -56.793 K $ -0.90 %
2025/12/31 NEXTERA ENERGY INC 1.54% 5.907 M $ 73577 2022/12/31 354.273 K $ 6.35 %
2025/12/31 DISNEY WALT CO 1.52% 5.816 M $ 51124 2021/09/30 -36.344 K $ -0.64 %
2025/12/31 VISA INC 1.40% 5.373 M $ 15319 2021/09/30 151.276 K $ 2.73 %
2025/12/31 CISCO SYS INC 1.40% 5.349 M $ 69442 2021/09/30 668.962 K $ 12.58 %
2025/12/31 SEA LTD 1.37% 5.235 M $ 41033 2024/09/30 -1.277 M $ -28.62 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 1.34% 5.146 M $ 8881 2021/09/30 830.984 K $ 19.47 %
2025/12/31 ROCKWELL AUTOMATION INC 1.31% 5.039 M $ 12950 2024/03/31 516.602 K $ 11.32 %
2025/12/31 WILLIAMS SONOMA INC 1.28% 4.891 M $ 27384 2021/12/31 -457.057 K $ -8.63 %
2025/12/31 INTUITIVE SURGICAL INC 1.24% 4.765 M $ 8414 2025/09/30 971.147 K $ 26.64 %
2025/12/31 SALESFORCE INC 1.23% 4.710 M $ 17781 2021/09/30 468.050 K $ 11.78 %
2025/12/31 COSTCO WHSL CORP NEW 1.22% 4.692 M $ 5441 2021/09/30 -345.761 K $ -6.84 %
2025/12/31 LINDE PLC 1.15% 4.405 M $ 10331 2023/03/31 -514.382 K $ -10.23 %
2025/12/31 GSK PLC 1.10% 4.206 M $ 85771 2022/09/30 500.546 K $ 13.62 %
2025/12/31 QUALCOMM INC 1.09% 4.165 M $ 24349 2021/09/30 147.003 K $ 2.82 %
2025/12/31 VANGUARD BD INDEX FDS 1.05% 4.006 M $ 80378 2023/09/30 -22.301 K $ -0.32 %
2025/12/31 PROCTER AND GAMBLE CO 1.04% 3.997 M $ 27893 2021/09/30 -287.121 K $ -6.73 %
2025/12/31 SNOWFLAKE INC 1.01% 3.883 M $ 17700 2021/09/30 -7.427 K $ -2.74 %
2025/12/31 TRADEWEB MKTS INC 1.00% 3.839 M $ 35699 2025/03/31 -52.312 K $ -3.10 %
2025/12/31 NIKE INC 0.97% 3.715 M $ 58307 2023/09/30 -354.692 K $ -8.63 %
2025/12/31 INTUIT 0.95% 3.659 M $ 5524 2021/09/30 -114.989 K $ -3.00 %
2025/12/31 CAMECO CORP 0.93% 3.571 M $ 39028 2024/12/31 296.242 K $ 9.10 %
2025/12/31 SELECT SECTOR SPDR TR 0.93% 3.566 M $ 24772 2021/09/30 -1.829 M $ -48.92 %
2025/12/31 ISHARES TR 0.85% 3.241 M $ 59961 2025/03/31 116.574 K $ 3.82 %
2025/12/31 ALPHABET INC 0.84% 3.228 M $ 10313 2021/09/30 783.439 K $ 28.75 %
2025/12/31 VENTAS INC 0.84% 3.217 M $ 41568 2024/03/31 537.467 K $ 10.56 %
2025/12/31 ELECTRONIC ARTS INC 0.82% 3.142 M $ 15375 2024/12/31 55.558 K $ 1.30 %
2025/12/31 AMERICAN TOWER CORP NEW 0.77% 2.957 M $ 16843 2022/03/31 -473.539 K $ -8.71 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.70% 2.698 M $ 66234 2021/09/30 -209.557 K $ -7.33 %
2025/12/31 EXXON MOBIL CORP 0.63% 2.423 M $ 20134 2021/09/30 152.437 K $ 6.73 %
2025/12/31 SPDR SERIES TRUST 0.60% 2.296 M $ 78430 2021/09/30 -3.082 K $ -0.14 %
2025/12/31 SCHWAB CHARLES CORP 0.60% 2.294 M $ 22961 2021/09/30 101.480 K $ 4.65 %
2025/12/31 RTX CORPORATION 0.60% 2.285 M $ 12457 2025/12/31 0.000 $ 0.00 %
2025/12/31 HOME DEPOT INC 0.59% 2.279 M $ 6624 2021/09/30 -371.060 K $ -15.07 %
2025/12/31 SCHWAB STRATEGIC TR 0.59% 2.262 M $ 69055 2023/09/30 -43.546 K $ -1.86 %
2025/12/31 SPDR S&P 500 ETF TR 0.58% 2.220 M $ 3256 2021/09/30 55.928 K $ 2.36 %
2025/12/31 NVIDIA CORPORATION 0.58% 2.214 M $ 11871 2023/03/31 -1.076 K $ -0.04 %
2025/12/31 ISHARES TR 0.56% 2.136 M $ 17771 2021/09/30 24.852 K $ 1.14 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.51% 1.939 M $ 4136 2024/09/30 -87.517 K $ -4.41 %
2025/12/31 ADOBE INC 0.51% 1.937 M $ 5535 2021/09/30 -23.562 K $ -0.78 %
2025/12/31 DATADOG INC 0.50% 1.909 M $ 14041 2025/09/30 -89.483 K $ -4.50 %
2025/12/31 ZOETIS INC 0.47% 1.794 M $ 14257 2021/09/30 -399.688 K $ -14.01 %
2025/12/31 DIAMONDBACK ENERGY INC 0.46% 1.777 M $ 11821 2025/03/31 83.831 K $ 5.05 %
2025/12/31 PAYPAL HLDGS INC 0.46% 1.750 M $ 29977 2021/09/30 -423.853 K $ -12.94 %
2025/12/31 SELECT SECTOR SPDR TR 0.43% 1.646 M $ 13982 2021/09/30 -10.609 K $ -0.55 %
2025/12/31 ZIMMER BIOMET HOLDINGS INC 0.42% 1.625 M $ 18068 2024/12/31 -166.966 K $ -8.71 %
2025/12/31 SELECT SECTOR SPDR TR 0.40% 1.530 M $ 27944 2021/09/30 27.352 K $ 1.67 %
2025/12/31 QNITY ELECTRONICS INC 0.38% 1.440 M $ 17633 2025/12/31 0.000 $ 0.00 %
2025/12/31 DUPONT DE NEMOURS INC 0.37% 1.427 M $ 35509 2021/09/30 -1.426 M $ -48.40 %
2025/12/31 SELECT SECTOR SPDR TR 0.36% 1.363 M $ 8803 2021/09/30 141.938 K $ 11.22 %
2025/12/31 SELECT SECTOR SPDR TR 0.35% 1.330 M $ 11142 2021/09/30 -713.565 K $ -50.17 %
2025/12/31 ORACLE CORP 0.34% 1.299 M $ 6666 2021/09/30 -634.957 K $ -30.70 %
2025/12/31 SELECT SECTOR SPDR TR 0.33% 1.246 M $ 8031 2021/09/30 6.587 K $ 0.58 %
2025/12/31 ISHARES TR 0.32% 1.241 M $ 1812 2021/09/30 29.363 K $ 2.36 %
2025/12/31 ADVANCE AUTO PARTS INC 0.31% 1.178 M $ 29980 2025/09/30 -718.404 K $ -35.99 %
2025/12/31 SCHWAB STRATEGIC TR 0.24% 937.373 K $ 32913 2022/12/31 19.594 K $ 2.08 %
2025/12/31 UNION PAC CORP 0.22% 832.521 K $ 3599 2021/12/31 -15.554 K $ -2.14 %
2025/12/31 CHEVRON CORP NEW 0.22% 830.787 K $ 5451 2021/09/30 -18.146 K $ -1.85 %
2025/12/31 SOUTHERN CO 0.20% 752.722 K $ 8632 2025/12/31 0.000 $ 0.00 %
2025/12/31 BROADCOM INC 0.17% 659.667 K $ 1906 2023/03/31 31.003 K $ 4.91 %
2025/12/31 NORFOLK SOUTHN CORP 0.16% 599.094 K $ 2075 2021/09/30 -26.886 K $ -3.89 %
2025/12/31 SELECT SECTOR SPDR TR 0.15% 583.099 K $ 7506 2021/09/30 -5.070 K $ -0.88 %
2025/12/31 SELECT SECTOR SPDR TR 0.15% 580.064 K $ 12974 2021/09/30 -303.082 K $ -49.96 %
2025/12/31 GILEAD SCIENCES INC 0.14% 519.804 K $ 4235 2021/12/31 49.718 K $ 10.58 %
2025/12/31 BLOOM ENERGY CORP 0.13% 500.313 K $ 5758 2025/09/30 13.822 K $ 2.74 %
2025/12/31 VANGUARD ADMIRAL FDS INC 0.12% 453.674 K $ 2215 2024/03/31 11.288 K $ 2.68 %
2025/12/31 SELECT SECTOR SPDR TR 0.12% 452.957 K $ 11226 2021/09/30 -16.498 K $ -4.23 %
2025/12/31 WELLS FARGO CO NEW 0.12% 443.260 K $ 4756 2025/12/31 0.000 $ 0.00 %
2025/12/31 META PLATFORMS INC 0.12% 440.941 K $ 668 2023/06/30 -55.568 K $ -10.12 %
2025/12/31 TCW ETF TRUST 0.11% 436.932 K $ 4544 2023/09/30 -6.952 K $ -1.57 %
2025/12/31 ANALOG DEVICES INC 0.11% 427.683 K $ 1577 2021/09/30 40.213 K $ 10.38 %
2025/12/31 QUALYS INC 0.11% 425.280 K $ 3200 2021/09/30 1.823 K $ 0.43 %
2025/12/31 DIMENSIONAL ETF TRUST 0.11% 422.527 K $ 8437 2025/03/31 2.109 K $ 0.50 %
2025/12/31 VANGUARD ADMIRAL FDS INC 0.10% 376.494 K $ 847 2024/03/31 8.181 K $ 2.08 %
2025/12/31 UBER TECHNOLOGIES INC 0.09% 354.213 K $ 4335 2024/03/31 -74.096 K $ -16.60 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 0.08% 304.006 K $ 1587 2021/09/30 4.849 K $ 0.98 %
2025/12/31 ABBVIE INC 0.08% 294.067 K $ 1287 2024/09/30 0.000 $ 0.00 %
2025/12/31 VANGUARD WORLD FD 0.08% 292.482 K $ 1581 2024/12/31 -7.170 K $ -2.33 %
2025/12/31 PEPSICO INC 0.08% 289.193 K $ 2015 2024/12/31 6.289 K $ 2.19 %
2025/12/31 LAM RESEARCH CORP 0.07% 281.592 K $ 1645 2025/09/30 60.393 K $ 27.84 %
2025/12/31 ISHARES TR 0.07% 255.169 K $ 3081 2021/09/30 -511.000 $ -0.17 %
2025/12/31 SELECT SECTOR SPDR TR 0.06% 237.579 K $ 5239 2021/09/30 -128.958 K $ -49.40 %
2025/12/31 DANAHER CORPORATION 0.06% 217.474 K $ 950 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD CALIF TAX FREE FDS 0.05% 205.834 K $ 2053 2025/03/31 1.005 K $ 0.49 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.05% 205.082 K $ 408 2021/09/30 -36.000 $ -0.02 %
2025/12/31 LOW LOWES COS INC 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %