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Aryn Sands

Roberts Wealth Advisors, Llc

Assets Managed
$393.913M
Holdings
110
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
2.8%(2Q avg: 2.35%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Roberts Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Roberts Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 393.913M in assets, with a quarterly growth rate of 2.8% and a 2-quarter average growth rate of 2.35%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 9.5%
8.2%
$32.264M
637,497 shares@ $50.61 avg price
JSCP
Jpmorgan Short Duration Core
Recent Activity
Increased 18.16%
7.06%
$27.783M
587,373 shares@ $47.31 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.35%
5.96%
$23.46M
92,437 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.42%
4.91%
$19.317M
67,339 shares@ $286.87 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 4.1%
3.41%
$13.414M
51,214 shares@ $261.92 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.11%
3.19%
$12.555M
33,916 shares@ $370.18 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 7.78%
3.01%
$11.844M
478,557 shares@ $24.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.4%
2.93%
$11.538M
55,397 shares@ $208.28 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 11.05%
2.75%
$10.794M
199,696 shares@ $54.05 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.06%
2.31%
$9.096M
141,949 shares@ $64.09 avg price

1-10 of 110