SEC Form 13F

Roberts Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$440,261,730
Positions111

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$33,310,790658,706
J P MORGAN EXCHANGE TRADED FJSCPSHORT DURA CORE$29,523,240626,222
APPLE INCAAPLCOM$26,156,66090,395
ALPHABET INCGOOGCAP STK CL C$23,424,48066,296
VANGUARD INDEX FDSVBSMALL CP ETF$15,486,76051,091
COHERENT CORPCOHRCOM$13,874,30035,172
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$13,524,180488,237
MICROSOFT CORPMSFTCOM$12,972,93034,778
AMAZON COM INCAMZNCOM$12,848,43053,908
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$12,481,480209,105

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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