Roberts Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 108 distinct securities, with the total number of shares held across all positions listed as 0.
The portfolio is heavily diversified across various sectors, with significant positions in large-cap technology and healthcare companies. Microsoft Corporation is the largest individual holding, with 17,580,731 shares. Other major technology positions include Apple Inc. with 29,890,169 shares, Amazon.com Inc. with 52,976 shares, and NVIDIA Corporation with 1,185,6 shares.
Healthcare stocks also represent a substantial portion of the portfolio. Merck & Co. Inc. is held at 9,365,718 shares, followed by Eli Lilly & Co. with 525,636 shares and Gilead Sciences Inc. with 452,367 shares.
Roberts Wealth Advisors also holds significant exposure to exchange-traded funds (ETFs). The Vanguard International Equity Index Fund FTSE Emerging Markets ETF is the largest ETF holding, with 210,902 shares. Other notable ETFs include the Schwab Strategic Trust International Equity ETF with 504,769 shares and the iShares Core MSCI EAFE ETF with 3,731 shares.
The filing lists Aryn Sands as the authorized representative for the firm, which is based in Palo Alto, California.
