Roberts Wealth Advisors, LLC ETF holdings
Palo Alto, CA
Reported $151.8M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$151.8M
ETFs held
37
Change from prior quarter
+8.2%
With price moves
ETFs as a share of its 13F
34.5%
of $440.3M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $33.3M | 658,706 | +21,209 shares |
| JSCP | JPMorgan Short Duration Core Plus ETF | $29.5M | 626,222 | +38,849 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $15.5M | 51,091 | −123 shares |
| SCHF | Schwab International Equity ETF | $13.5M | 488,237 | +9,680 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $12.5M | 209,105 | +9,409 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $10.1M | 141,776 | −173 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $4.8M | 25,338 | −1,100 shares |
| INDA | iShares MSCI India ETF | $3.2M | 64,111 | +1,047 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $2.8M | 95,515 | +5,778 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.7M | 3,634 | −493 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001885319. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Roberts Wealth Advisors, LLC own?
Roberts Wealth Advisors, LLC reported 37 ETF positions worth $151.8M in its Form 13F for June 30, 2026. The largest was JPST, at $33.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.