Roberts Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2026
Value ($000)
$393,912,806
Num holdings
110
Date filed
4/8/2026
Form type
13F-HR
Prev filing
Next filing
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type